Privacy Policy

Last updated: May 14, 2026

This Privacy Policy describes how Albert CPA collects, uses, protects, and discloses information when you visit our website, contact us, use our forms, subscribe to our communications, upload documents through our secure document portal, communicate with us by phone, email, or SMS, or use our related services.

By using our website or services, you agree to the collection and use of information in accordance with this Privacy Policy.

Albert CPA is committed to safeguarding your privacy. We do not sell, rent, or share your personal information with third parties for marketing or promotional purposes.

Information We Collect

We collect only the information reasonably necessary to provide and improve our services, communicate with you, respond to your requests, and operate our website and business.

This may include:

  • Your name
  • Your email address
  • Your phone number
  • Your mailing address
  • Information you submit through our website forms, email, phone calls, SMS messages, or other communications
  • Information related to accounting, tax, bookkeeping, consulting, or other professional services you request from us
  • Documents or files you voluntarily upload through our secure document upload or client portal systems
  • Newsletter signup information, such as your name and email address
  • Basic website usage information, such as browser type, pages visited, device information, IP address, cookies, and similar technical data

We may collect sensitive financial, tax, business, or personal information only when you voluntarily provide it to us in connection with services you request.

How We Use Your Information

We may use your personal information for the following purposes:

  • To provide, operate, and maintain our website and services
  • To respond to your inquiries, requests, appointments, or communications
  • To communicate with you by email, phone, SMS, or other forms of communication
  • To provide accounting, tax, bookkeeping, consulting, advisory, or related professional services
  • To process, review, and manage documents or files you submit through secure upload tools or client portals
  • To manage client relationships, service records, appointments, and ongoing communications
  • To send newsletters, accounting tips, tax updates, service updates, or other informational communications when you have signed up for or requested them
  • To improve our website, communications, client experience, and service offerings
  • To comply with legal, regulatory, professional, tax, accounting, security, or recordkeeping obligations
  • To enforce our agreements, terms, policies, or legal rights

We do not use your personal information for third-party marketing.

Newsletter and Email Communications

If you subscribe to our newsletter or request updates from Albert CPA, we may use your name and email address to send accounting tips, tax insights, firm updates, service information, or other relevant communications.

You may unsubscribe from marketing or newsletter emails at any time by using the unsubscribe link in the email, when available, or by contacting us directly.

We may still send non-marketing communications related to active services, appointments, client matters, legal obligations, security notices, or administrative updates.

SMS Disclosure

By contacting Albert CPA by SMS or opting in to receive SMS communications, you agree to receive recurring messages from Albert CPA.

Message and data rates may apply. Message frequency depends on your interactions and preferences.

You may reply STOP to opt out of future SMS messages or HELP for more information.

No mobile or messaging consent information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except as necessary to provide messaging services or as required by law.

Secure Document Uploads and Client Portals

Albert CPA may provide access to secure document upload tools, client portals, or third-party file-sharing systems so that clients and prospective clients can submit tax, accounting, financial, business, or other service-related documents.

Any information or documents you upload through these systems may be used to provide services you request, manage client records, respond to inquiries, comply with professional obligations, and operate our business.

While we take reasonable steps to use secure systems and trusted service providers, no electronic transmission or storage method is completely secure. You should avoid submitting information through unsecured channels when a secure upload option is available.

Disclosure of Your Information

Albert CPA does not sell, rent, or share your personal information with third parties for marketing or promotional purposes.

We may disclose personal information only under limited circumstances, including:

  • When we have your consent
  • When disclosure is necessary to provide services you requested
  • When working with trusted service providers who help us operate our website, communications, hosting, secure document upload systems, client portals, email systems, SMS systems, form-processing tools, analytics tools, payment systems, or other business functions
  • When those service providers are required to protect your information and use it only for the services they provide to us
  • When required by law, subpoena, court order, regulation, professional obligation, or legal process
  • When necessary to protect our rights, property, clients, users, or others
  • When necessary to investigate, prevent, or take action regarding suspected fraud, security issues, illegal activity, or violations of our terms or policies
  • If Albert CPA is involved in a merger, acquisition, business transfer, or sale of assets

We may also share aggregated or non-identifiable information that does not identify you personally.

Third-Party Service Providers

We may use third-party service providers to help operate our website, store data, process communications, manage client requests, provide SMS or email services, host files, process secure document uploads, provide client portal services, analyze website usage, or perform other business functions.

These service providers may process personal information only as needed to perform services for Albert CPA and are not permitted to use your information for their own marketing purposes.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience, understand website traffic, improve functionality, and analyze site performance.

Cookies are small text files placed on your device. You can control or disable cookies through your browser settings. Disabling cookies may affect certain website features or functionality.

Data Security

We take reasonable administrative, technical, and physical measures to protect personal information from unauthorized access, loss, misuse, disclosure, alteration, or destruction.

However, no method of internet transmission or electronic storage is completely secure. We cannot guarantee absolute security.

Data Retention

We retain personal information only as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide services, comply with legal and professional obligations, resolve disputes, enforce agreements, and maintain business records.

Certain tax, accounting, financial, or client service records may be retained for longer periods when required or permitted by law, regulation, or professional standards.

International Data Transfers

Your personal information may be transferred to and processed in locations outside of your state, province, country, or other governmental jurisdiction where privacy laws may differ from those in your location.

We take reasonable steps to ensure that your information is handled securely and in accordance with this Privacy Policy.

Your Privacy Choices

You may request to access, correct, update, or delete certain personal information we maintain about you, subject to legal, professional, regulatory, and recordkeeping requirements.

You may also opt out of marketing, newsletter, or non-essential communications from us at any time.

To make a privacy-related request, contact us using the information below.

Children’s Privacy

Our website and services are not intended for children under the age of 13.

We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take reasonable steps to delete that information.

Contact Us

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

Albert CPA
Email: tyler@albertcpa.biz
Phone: 813-710-2332
Address: 9851 FL-54, Trinity, FL 34655

Policy Changes

We may update this Privacy Policy from time to time.

Any changes will be posted on this page with an updated “Last updated” date. Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.