Edmond CPA Firm, PLLC – Website Privacy Policy

Last updated: December 16, 2025

This Privacy Policy explains how Edmond CPA Firm, PLLC (“Edmond CPA Firm,” “we,” “us,” or “our”) collects, uses, and protects personal information when you visit https://www.edmondcpa.com or interact with us online.

This policy applies to visitors to our website and people who submit forms or communicate with us through the site. It does not replace our professional obligations to clients under applicable laws and professional standards.

1. Who we are and how to contact us

Edmond CPA Firm, PLLC
118 Vintage Park Blvd., Suite W219
Houston, Texas 77070
Email: info@edmondcpa.com

If you have questions about this Privacy Policy or how we handle your information, you can contact us at the email or mailing address above.

2. Information we collect

Information you provide directly through the website

When you submit a form on our website (including any slide‑in or embedded forms), we may collect:

• First name
• Last name
• Email address

You provide this information, for example, when you:

• Request a guide or other resources
• Ask a question or request a consultation
• Subscribe to receive emails or updates from us

Information collected through our client portal and related tools

When you become a client and use our secure systems, you may provide additional personal and financial information, including:

• Contact information (address, phone number, email)
• Tax documents and financial information
• Social Security Numbers, Tax ID numbers, and other sensitive identifiers

This information is not collected directly on the public website. It is submitted through secure tools we use to deliver our services, such as TaxDome and Drake Software.

Information collected automatically

When you visit our website, we and our service providers may automatically collect certain technical information, including:

• IP address
• Browser type and version
• Device type and operating system
• Pages visited, time spent on pages, and links clicked
• General location information (based on IP address)

This information is collected mainly through cookies and similar technologies (see section 5 below).

3. How we collect information

We collect personal information in the following ways:

• Website forms: When you complete a slide‑in form, contact form, or other form on our site.
• Email and other communications: When you email us or communicate with us directly.
• Client portal: When you upload documents or provide information through TaxDome or other secure tools we use for client work.
• Scheduling and video meetings: When you schedule or participate in calls/meetings, such as through Google services (e.g., Google Meet).
• Payments: When you pay for services through CPACharge, which collects payment information on our behalf.
• Analytics tools: When you browse our site, tools like Google Analytics automatically collect usage data.

4. How we use your information

We may use the information collected for the following purposes:

• To provide requested content and information
  • Sending you guides, checklists, and other resources you request
  • Responding to your questions and inquiries
• To send you emails and updates
  • Providing tax tips, firm updates, and information that may be relevant to you
  • Managing your email preferences and subscriptions via HubSpot
• To deliver professional services to clients
  • Preparing tax returns and related filings
  • Providing accounting, advisory, and related services
  • Managing client accounts and communications through TaxDome, Drake Software, and related tools
• To process payments
  • Handling invoices and payments via CPACharge
• To operate, maintain, and improve our website
  • Monitoring site performance and usage with Google Analytics
  • Understanding how visitors use our site so we can improve content and user experience
• To comply with legal and professional obligations
  • Meeting record‑keeping and retention requirements
  • Responding to lawful requests from regulators or authorities

We do not sell your personal information.

5. Cookies and similar technologies

We use cookies and similar technologies on our website to:

• Understand how visitors use our site
• Measure and improve performance
• Remember certain preferences

Tools like Google Analytics set cookies that collect information such as your IP address, device type, and browsing behavior on our site.

You can control cookies by adjusting your browser settings to refuse or delete cookies. If you disable cookies, some parts of the site may not function properly.

At this time, we do not run retargeting or remarketing ads, but we may use advertising tools in the future. If we do, this policy will be updated to describe any additional tracking or advertising cookies we use.

6. How we share information

We may share your information with third parties only as necessary to operate our business, provide services, and comply with the law, including:

• Service providers and vendors, such as:
  • TaxDome – secure client portal and document management
  • Drake Software – tax preparation software
  • HubSpot – email marketing, contact management, and forms
  • CPACharge – payment processing
  • Website hosting and maintenance providers, including our WordPress/Elementor hosting (Hostinger)
  • Analytics providers such as Google Analytics

These providers are only given access to the information they need to perform their functions and are expected to protect it and use it only for those purposes.

We may also share information:

• To comply with applicable laws, regulations, or legal processes
• To protect our rights, property, or safety, or that of our clients or others
• In connection with a business transaction involving our firm, where permitted by law

We do not sell or rent your personal information.

7. Data security

We take reasonable administrative, technical, and physical measures to help protect personal information from unauthorized access, use, or disclosure. These measures include:

• Using secure, reputable platforms for client data and document exchange (such as TaxDome)
• Limiting access to personal information to authorized personnel
• Using encryption and secure connections where appropriate

However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Data retention

We retain personal information only as long as necessary for the purposes described in this policy or as required by law and professional standards.

For example:

• Website inquiry and marketing information is kept while you remain subscribed or engaged with our communications, and for a reasonable period afterward.
• Client records, tax documents, and related information may be retained for several years to comply with legal, regulatory, and professional obligations.

9. Your choices and rights

You have choices regarding how we use your information:

• Email preferences: You can unsubscribe from marketing emails at any time by clicking the “unsubscribe” link in any email we send or by contacting us at info@edmondcpa.com.
• Access and updates: You may request access to the personal information we hold about you or ask us to correct it if it is inaccurate.
• Deletion and other requests: In some circumstances, you may ask us to delete or restrict the use of your personal information, subject to any legal or professional obligations that require us to keep certain records.

To exercise these rights, contact us at the email address listed in Section 1.

10. Children’s privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information through our website, please contact us so we can delete it.

11. Links to other websites

Our website may contain links to third‑party websites or services. We are not responsible for the privacy practices of those websites. You should review the privacy policies of any third‑party sites you visit.

12. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or other reasons. When we make changes, we will update the “Last updated” date at the top of this page.

Your continued use of our website after any changes are posted means you accept those changes.