1. About this policyAnchor Point CPA, P.C. (“Anchor Point,” “we,” “us,” or “our”) explains in this Privacy Policy how personal information is collected, used, and disclosed through our public website and related general inquiries.This policy also explains the distinction between our public website and My Anchor Point, our client portal. Additional privacy notices, engagement terms, and authorizations may apply when you request or receive professional services.This policy does not authorize a use or disclosure of information for which applicable law or professional obligations require separate consent.2. Information we collectInformation you provide. When you submit our Contact form, we collect your name, email address, selected service-interest topic, and any optional phone number or message you provide. We may also retain correspondence associated with your inquiry.Please provide only a general description of your needs. Do not submit Social Security numbers, account numbers, passwords, tax returns, financial statements, estate documents, or other sensitive records through the public Contact form. Requested client records should be provided through My Anchor Point using the instructions we give you.Technical information. Our website-hosting and infrastructure providers process technical information when you visit the website. This may include your IP address, browser and device information, pages requested, access dates and times, and diagnostic information used to deliver, maintain, and protect the website.3. How we use informationWe use inquiry information to respond to your questions, understand the services you are seeking, communicate about a potential engagement, and maintain appropriate records of those communications.We also use information as needed to operate and protect the website, identify technical problems or inappropriate activity, and comply with applicable legal and professional obligations.Submitting a general inquiry does not enroll you in a membership or establish a client relationship. Professional services begin only after an engagement is accepted.4. Service providers and other disclosuresOur public website is hosted by Webflow. Contact-form submissions are processed and stored through Webflow, and submission notifications are sent to our designated business mailbox. As a result, inquiry information may be present in both our website-management system and our business email system.We use technology providers for functions such as website hosting, form processing, email, security, and client-portal services. These providers receive or process information in connection with the functions they perform. Their privacy notices may also describe processing they undertake for their own purposes.We may disclose information when required by law or valid legal process, when reasonably necessary to address fraud or security concerns, or as otherwise permitted by applicable law and professional obligations. Other disclosures may be made at your direction or with an authorization where required.Our firm operates in the United States. Technology providers may process information in the United States and other countries where they operate.For more information about Webflow’s processing, see Webflow’s Privacy Policy.5. Cookies, analytics, and spam protection[INSERT THE VERIFIED DESCRIPTION OF THE WEBSITE’S COOKIES, ANALYTICS, AND SPAM-PROTECTION TOOLS BEFORE PUBLICATION.]You can manage cookies and other website data through your browser settings. Blocking or deleting certain technologies may affect website features or form functionality.6. My Anchor Point and client informationMy Anchor Point is our client portal powered by TaxDome. It is separate from the public Contact form and is used for functions such as engagement acceptance, requested document sharing, client communications, and billing.Information provided in connection with professional services is handled according to the applicable engagement, privacy notices, authorizations, and legal and professional obligations. TaxDome’s Privacy Policy provides additional information about its processing of information.Do not enter payment-card or bank-account information into the public Contact form. Use the designated billing process when payment information is requested.Links to outside websites and services may take you to services with their own privacy practices. Their notices do not replace Anchor Point’s obligations concerning information entrusted to the firm.7. Information retentionWe retain inquiry information for as long as reasonably needed for the purposes described in this policy, including responding to the inquiry, maintaining appropriate business records, satisfying applicable legal or professional recordkeeping requirements, and resolving disputes.Retention periods depend on the type of information, the reason it was collected, and whether the inquiry leads to a professional engagement. Client-engagement records may be subject to different retention requirements than general website inquiries.A request to delete information may be limited by applicable recordkeeping requirements or other lawful reasons for retaining it.8. Information securityWe take reasonable steps to protect personal information and limit access to authorized persons and service providers who need it for the purposes described in this policy.No website, email service, or electronic storage system can be guaranteed to be completely secure. For that reason, the public Contact form is intended for general inquiries rather than sensitive financial records.Use My Anchor Point for requested client documents and follow the account-security instructions provided for that service.9. Your choices and privacy requestsYou may choose not to provide optional information. Without sufficient contact information, we may be unable to respond to your inquiry.You may contact us to ask about the personal information associated with your inquiry or to request access, correction, or deletion. We will evaluate requests according to applicable law, any rights that apply to you, and relevant confidentiality and recordkeeping obligations.We may need to verify your identity or authority before responding. Do not send identity documents, passwords, or sensitive financial information through the public Contact form for that purpose. We will provide appropriate instructions if verification is needed.10. Children’s informationOur public website is intended for adults seeking information about professional services and is not directed to children under 13.We do not knowingly collect personal information directly from children under 13 through the public website. A parent or guardian who believes a child has provided such information may contact us so that we can review and address the matter.11. Changes to this policyWe may update this Privacy Policy to reflect changes in our practices, services, or applicable requirements. The “Last updated” date identifies the most recent revision.When additional notice or consent is required, we will provide that notice or obtain that consent as applicable.12. Contact us about privacyFor questions about this policy or a privacy request, contact:Anchor Point CPA, P.C.
You may also use our Contact page, select “General Question,” and indicate that your inquiry concerns privacy.Please do not include sensitive documents or account information in your initial message. Existing clients may use My Anchor Point for communications concerning their engagement.