Privacy Policy

1. Introduction

Clarita CPA Group ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit claritacpagroup.com (the "Site") or engage our professional services.

2. Information We Collect

We collect information that you provide directly to us, including:

• Contact details such as your name, email address, and phone number.
• Financial, tax, and business information you share for professional engagements.
• Messages you submit through forms on the Site.

We also automatically collect limited technical information when you visit the Site, such as your IP address, browser type, device information, referring URL, and pages viewed.

3. How We Use Information

We use the information we collect to:

• Respond to inquiries and provide the services you request.
• Prepare tax returns, financial statements, and related deliverables.
• Communicate with you about your engagement, deadlines, and account.
• Improve the Site and our service offerings.
• Comply with legal, regulatory, and professional obligations.

4. How We Share Information

We do not sell your personal information. We share information only as needed to deliver our services or as required by law, including with:

• Service providers who support our operations (e.g., secure document portals, email).
• Tax authorities and regulators when required.
• Other parties at your written direction.

5. Confidentiality

As certified public accountants, we are bound by professional standards of confidentiality. Client information is treated as confidential and is not disclosed without your consent or as required by law.

6. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission over the Internet is fully secure, however, and we cannot guarantee absolute security.

7. Cookies and Analytics

The Site may use cookies and similar technologies to operate the Site, remember preferences, and analyze traffic. You can control cookies through your browser settings.

8. Your Choices

You may request to access, correct, or delete the personal information we hold about you, subject to our professional and legal recordkeeping obligations. To make a request, contact us using the details below.

9. Children's Privacy

The Site is not directed to children under 13, and we do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.

11. Contact Us

Clarita CPA Group
18560 Via Princessa, Suite 220
Santa Clarita, CA 91387
Phone: (661) 627-1099