Privacy Policy

Updated January 2, 2020


Essential CPA Solutions believes in protecting and safeguarding your information. 

This privacy policy explains the types of personal information gathered and how we collect and use such information, and describes your rights with respect to your personal information. By submitting personal information to us, you agree to the use of such information, including any disclosures, processing, and transfers of your information to third parties by Essential CPA Solutions, in accordance with this privacy policy.


In this privacy policy, “personal information” means information that relates, directly or indirectly, to an identifiable individual. It may include an identifier, such as a name, an identification or social security number, an online identifier, or factors specific to an individual. Such information is collected by:

* Interviews regarding your tax situation

* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data.

* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions.


We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.


Essential CPA Solutions does not share personal information with third parties except as set forth in this privacy policy or as necessary for the purpose for which the information was submitted. We may disclose personal information in accordance with applicable law, or in compliance with legal or regulatory process or professional standards.


We may share personal information with our professional advisors, insurers, benefit providers, legal or regulatory authorities, state or national boards of accountancy, or with contractors and various third party service providers who are engaged to provide support of our internal operations or assistance with the services we provide. For example, we engage service providers to assist with IT administrative support services, such as security, hosting, back-up, and data analysis, and for support services related to office support, and storage and secure disposal of hard copy files.


Essential CPA Solutions does not sell personal information. We may use your information for our business purposes such as marketing and appointment reminders, which you may opt-out of at any time.