Privacy Policy

Effective Date: February 21, 2025

1. Introduction

Tosha Inman CPA, PLLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you visit our website, use our services, or interact with us through our secure client portal.

By using our services, you consent to the data practices described in this Privacy Policy.

2. Information We Collect

We may collect the following types of personal information when you engage with our firm:

A. Information You Provide Directly

  • Contact Information: Name, email address, phone number, mailing address

  • Financial Information: Tax documents, payroll data, business financial records

  • Account Information: Login credentials for our client portal

  • Payment Information: If applicable, for processing invoices and payments

B. Information We Collect Automatically

When you visit our website, we may collect:

  • Log Data: IP address, browser type, pages visited, and referring website

  • Cookies & Tracking Technologies: To enhance website functionality and improve user experience (see Section 7 for more details)

3. How We Use Your Information

We use your information to:
- Provide tax, accounting, and consulting services
- Process tax filings, payroll, and business compliance requirements
- Communicate with you regarding deadlines, important updates, and client services
- Securely store documents via our client portal
- Improve our website and services through analytics and user feedback

We do not sell or rent your personal information.

4. How We Share Your Information

We only share your information in limited circumstances, including:

  • With authorized service providers who assist with document storage, payment processing, or software integrations (e.g., QuickBooks, secure client portal providers)

  • As required by law or regulatory authorities, including IRS requests or compliance with federal/state tax laws

  • With your explicit consent when working with third-party financial advisors, attorneys, or other professionals

5. Data Security

We implement industry-standard security measures to protect your personal and financial information, including:
- Encrypted storage of sensitive data
- Secure client portal for document uploads
- Limited access to personal information based on role and necessity
- Regular monitoring for potential security threats

Despite these measures, no method of electronic transmission is 100% secure, and we cannot guarantee absolute security.

6. Your Rights & Choices

You have the following rights regarding your personal information:

  • Access & Correction: You may request access to or correction of your information at any time.

  • Opt-Out of Communications: You can unsubscribe from our email newsletters at any time.

  • Data Deletion Requests: If you wish to remove your data from our systems, please contact us at Admin@ToshaInmanCPA.com (subject to legal and tax record retention requirements).

7. Cookies & Tracking Technologies

Our website uses cookies to enhance user experience. These cookies:
- Improve website functionality
- Track visitor analytics for service improvement
- Remember preferences for a smoother experience

You can disable cookies in your browser settings, but this may affect certain website functionalities.

8. Third-Party Links

Our website may contain links to third-party websites (e.g., payment processors, IRS resources). We are not responsible for the privacy practices of these external sites.

9. Updates to This Privacy Policy

We may update this Privacy Policy as needed. Any changes will be posted on this page with an updated effective date.

10. Contact Us

If you have any questions about this Privacy Policy or your data, please contact us at: Admin@ToshaInmanCPA.com