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Good CPA, PLLC

operating as 1800CPA.com

Privacy Policy

Last Updated: April 2026

WHO WE ARE & WHAT THIS IS

At Good CPA, PLLC, operating as 1800CPA.com (“Good CPA,” “we,” “us,” or “our”), our mission is to empower individuals and businesses to achieve financial clarity and confidence by combining expert CPA services with modern technology. To fulfill this mission, we collect information about you — (1) our Clients, using 1800CPA.com to power your financial and tax needs, and (2) our Visitors to the 1800CPA.com website, or anyone contacting our support team. Collectively, we refer to Clients and Visitors as “User,” “Users,” or “you.” The website governed by this policy is http://www.1800cpa.com.

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Your privacy is important to us. This Privacy Policy outlines:

  • Why we collect personal information
  • What personal information we collect and when it is collected
  • How your information is used and protected
  • When and with whom your information is shared
  • Your choices regarding your personal information

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We encourage you to read this Privacy Policy carefully. We will post notices of all changes that materially affect the way in which your personally identifiable information may be used or shared. Good CPA, PLLC reserves the right to modify this Privacy Policy at any time. For material modifications, we will provide notice by email to the address associated with your account. For other modifications, we update the ‘Last Updated’ date above. By continuing to use the Service, you confirm that you agree to the modified Privacy Policy.

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If you have any questions about this Privacy Policy, please contact us at:

INFORMATION WE COLLECT

We get information about you in a range of ways.

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Information You Give Us

We collect the following personal information when you engage our services, use our website, or otherwise provide us with information. Generally, we need this information to provide our services to you. Information we collect from you may include:

  • Personally identifiable information such as your name, email address, postal address, and telephone number
  • Financial information such as income statements, bank account details, investment records, and business financial statements
  • Sensitive information needed for tax processing, such as your Social Security Number or Employer Identification Number, date of birth, filing status, and prior-year tax returns
  • Business information such as entity type, ownership structure, payroll records, and bookkeeping data
  • Feedback and correspondence, such as when you report a problem, request support, or otherwise communicate with us

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Information We Get From Others

We may receive information about you from third-party sources and may combine it with information we collect directly. Such information may include:

  • Payment processing: To process service fees, payments are handled through Financial Cents. We do not receive your complete payment card information. Payment processing is subject to Financial Cents’ Privacy Policy.
  • Accounting and bookkeeping: We use QuickBooks to manage financial records on your behalf. Use of QuickBooks is subject to Intuit’s Privacy Policy.
  • Tax preparation: We use ProConnect Tax (by Intuit) to prepare and file your tax returns. Use of ProConnect is subject to Intuit’s Privacy Policy.

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Information Automatically Collected

We may automatically record certain information about how you use our website, including your IP address, device and browser type, operating system, pages visited, time spent on pages, and links clicked. We use this information to administer and improve our website and services.

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We also use cookies and similar technologies to analyze trends, track website usage, and gather aggregate demographic information. You can control cookies at the individual browser level. For more details, please see the Cookie section below.

HOW WE USE AND SHARE THE INFORMATION WE COLLECT

Use

We use the personal information we collect to provide our services, fulfill contractual obligations, and support legitimate business interests, including:

  • Verifying your identity and eligibility for services
  • Preparing and filing federal, state, and local tax returns
  • Providing bookkeeping, financial reporting, and business consulting services
  • Contacting you as needed to deliver services, including via text or SMS message if you have opted in
  • Preventing risk and fraud, and auditing compliance with our policies
  • Answering questions and providing client support
  • Improving, securing, and debugging our website and services
  • Providing reporting and analytics
  • Complying with legal and regulatory requirements
  • Enforcing our Terms of Service and this Privacy Policy

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We may also use aggregated or de-identified information (which cannot reasonably identify you) for any business purpose.

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Share

We will not share your personal information except to perform the services described herein or unless you authorize us to do so. We may share your information in the following limited circumstances:

  • With employees, contractors, or professional advisors (such as attorneys) who assist in delivering our services, subject to confidentiality obligations
  • With third-party service providers who support our operations, including QuickBooks, ProConnect, and Financial Cents
  • In response to a valid legal requirement, court order, subpoena, or government request
  • When necessary to protect the rights, property, or safety of Good CPA, PLLC, our clients, or others, or to investigate suspected unlawful activity
  • In connection with a corporate sale, merger, acquisition, or similar event

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Text Messaging Disclosure

We may send you text or SMS messages if you have explicitly opted in to receive them. All text messaging originator opt-in data and consent is confidential and will not be shared with any third parties for marketing or other purposes. To stop receiving text messages, reply STOP to any message or contact us directly.

HOW WE STORE AND PROTECT THE INFORMATION WE COLLECT

Good CPA, PLLC uses reasonable security measures to store and protect the information under our control and to appropriately limit access to it. We use encryption technology, including Secure Sockets Layer (SSL), to protect your sensitive personal information during transmission.

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While we take meaningful steps to safeguard your data, no system can be completely secure. Therefore, although we work to protect your information, we cannot guarantee that your personally identifiable information will always remain fully secure. We will notify you by email if we have reason to believe your personal information has been compromised due to a security breach or unauthorized access.

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Data Retention

We retain your information for as long as your account is active, or as needed to provide services, comply with our legal obligations (including IRS recordkeeping requirements of a minimum of 7 years for tax records), resolve disputes, and enforce our agreements. Deactivating your account does not automatically delete your information from our systems. To request deletion of your personal information, please contact us atinfo@1800cpa.com.

YOUR CHOICES REGARDING THE INFORMATION WE COLLECT

You may choose to:

  • Update and correct your personal information
  • Object to the processing of your personal information
  • Request deletion or restriction of your personal information
  • Request portability of your personal information
  • Stop receiving text or SMS messages from us by replying STOP
  • Stop receiving email communications by clicking the unsubscribe link in any email

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To exercise any of these rights, contact us atinfo@1800cpa.com. We reserve the right to refuse requests that would violate a legal requirement or cause information to be inaccurate.

THIRD-PARTY SERVICES AND LINKS TO OTHER WEBSITES

Our website may contain links to third-party websites, each governed by their own privacy policies. We encourage you to review the privacy policy of any site you visit. Additionally, we integrate the following third-party services into our operations:

  • Tax preparation: ProConnect Tax by Intuit — subject to Intuit’s Privacy Policy
  • Accounting & bookkeeping: QuickBooks by Intuit — subject to Intuit’s Privacy Policy
  • Payment processing: Financial Cents — subject to Financial Cents’ Privacy Policy
  • Website analytics: Cookies and analytics tools may collect browsing data as described in our Cookie section

This Privacy Policy covers only the collection and use of information by Good CPA, PLLC, operating as 1800CPA.com.

COOKIES

Our website uses cookies and similar technologies to analyze trends, administer the website, and understand how visitors use our site. We use:

  • Essential cookies: required for core website functionality
  • Analytics cookies: to understand how visitors interact with our website (e.g., Google Analytics)

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You can control the use of cookies at the individual browser level. Note that disabling cookies may affect the functionality of certain features of our website. For more information on how Google Analytics uses your data, please visit Google’s Privacy Policy.

NOTICE TO CALIFORNIA RESIDENTS

This section supplements our Privacy Policy and applies to visitors, users, and clients who reside in the State of California, in accordance with the California Consumer Privacy Act of 2018 (“CCPA”).

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Subject to certain limitations, California residents have the right to:

  • Request to know the categories and specific pieces of personal information we collect about you
  • Request deletion of your personal information
  • Opt out of any “sale” of personal information (note: Good CPA, PLLC does not sell your personal information)
  • Not be discriminated against for exercising your CCPA rights

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Non-Discrimination

We will not discriminate against you for exercising any of your CCPA rights. We will not deny you services, charge different prices, or provide a different level of quality of service based on your exercise of these rights.

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To exercise your California privacy rights, please contact us atinfo@1800cpa.com. California’s “Shine the Light” law (Civil Code Section 1798.83) also permits California residents to request information about our disclosure of personal information to third parties for direct marketing purposes. To make such a request, please email us directly.

ADDITIONAL INFORMATION

Children’s Privacy

We restrict use of our services to individuals age 18 and above and do not knowingly collect personal information from anyone under the age of 18.

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Using Our Services from Outside the United States

This Privacy Policy is intended for residents of the United States. If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States. By using our services, you understand and agree to this transfer.

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Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated via email. All changes will be reflected by updating the ‘Last Updated’ date at the top of this document. We encourage you to review this policy periodically.

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Contact Us

If you have any questions or concerns about this Privacy Policy or your personal information, please contact us:

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