Privacy Policy

We collect information that helps us evaluate potential engagements, deliver our professional services, and communicate with clients and prospective clients. This may include:

• Contact details you provide through our website forms, consultation requests, or email — such as name, business name, email address, phone number, and the nature of your inquiry.
• Engagement information shared during the course of accounting, bookkeeping, tax preparation, tax planning, and advisory or CFO services, including financial statements, tax documents, and other business records.
• Website usage data such as IP address, browser type, device information, referring site, and pages viewed, collected automatically through cookies and analytics tools.

We use the information we collect to:

• Respond to inquiries and schedule consultations.
• Deliver, administer, and improve our professional services.
• Prepare tax returns, financial statements, forecasts, and advisory deliverables.
• Communicate about your engagement, deadlines, and regulatory matters.
• Send occasional firm updates, tax alerts, or educational content you have requested.
• Comply with applicable legal, regulatory, and professional standards, including those issued by the AICPA and state boards of accountancy.

Our website uses cookies and similar technologies to understand how visitors interact with our content so we can improve the experience. Analytics providers may collect aggregated, non-identifying information such as page views, session duration, and general geographic region. You may disable cookies through your browser settings; some features of the website may not function properly if you do so.

We maintain reasonable administrative, technical, and physical safeguards designed to protect the confidentiality and integrity of client information. These include secure client portals, encrypted file transfer, access controls, and staff training on data handling. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

As Certified Public Accountants, we are bound by the confidentiality requirements of the AICPA Code of Professional Conduct and applicable state laws. We do not disclose confidential client information without the client’s specific consent, except as permitted or required by law, professional standards, or subpoena.

We use trusted third-party providers for functions such as secure document exchange, tax preparation software, accounting platforms, scheduling, email delivery, and website hosting. These providers are selected for their security posture and are permitted to use client information only as necessary to perform services on our behalf.

When you contact us or subscribe to updates, we may send you engagement-related messages, appointment confirmations, and occasional informational emails. You may opt out of non-essential communications at any time by replying to the message or emailing us at info@clearcourseadvisors.com. Essential engagement communications will continue while your engagement is active.

We retain client records for the periods required by tax law, professional standards, and our internal retention policies — generally a minimum of seven years for tax and accounting records. Records no longer required for legal, regulatory, or business purposes are securely destroyed.

Depending on where you reside, you may have the right to request access to the personal information we hold about you, request correction of inaccurate information, or request deletion of information that is not subject to a legal or professional retention requirement. To exercise these rights, contact us at info@clearcourseadvisors.com. We will respond in accordance with applicable law.

Our website may contain links to third-party websites for your convenience or reference. We are not responsible for the privacy practices or content of any linked site. We encourage you to review the privacy policies of any third-party site you visit.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. The “Last Updated” date at the top of this page indicates when the policy was most recently revised. Continued use of our website after changes are posted constitutes acceptance of the updated policy.

If you have questions about this Privacy Policy or how we handle your information, please contact us: