Last updated: July 2026
Accountistry CPAs, LLP ("Accountistry," "we," "us") collects information you provide directly to us, including your name, email address, phone number, and financial information necessary to provide accounting, bookkeeping, tax, and audit services.
We use client information solely to provide the accounting, tax, and advisory services you engage us for, to communicate with you about your account, and to comply with applicable legal and regulatory requirements.
All client financial data and personal information is treated as strictly confidential. We do not sell, rent, or share your information with third parties for marketing purposes. Information may be disclosed only where required by law or with your explicit consent.
We use encrypted file-sharing portals and industry-standard security measures to protect client data during transmission and storage.
You may request access to, correction of, or deletion of your personal information by contacting us directly.
Questions about this Privacy Policy can be directed to info@accountistryllp.com or (951) 223-1881.