The CPA Dude Privacy Policy
Effective date: Oct 13, 2026
Who we are and what this covers
The CPA Dude PC ("The CPA Dude," "we," "us") is a tax advisory and accounting firm based in Richmond, California. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, fill out our forms, register for our events, or communicate with us by phone, text message, or email.
By using our website or submitting your information to us, you agree to the practices described here. If you have questions, see the Contact Us section at the end.
Information we collect
We collect information you give us directly and a limited amount of information collected automatically.
- Contact information: name, email address, mobile phone number, mailing address, and business name.
- Request details: what you ask us about, quiz or survey answers, event registrations, and appointment details.
- Client information: if you become a client, the financial and tax information needed to provide our services, collected under a separate engagement letter.
- Communication records: your SMS opt-in, the date and time you consented, opt-out requests, and messages you send us.
- Website data: IP address, browser type, pages visited, and similar data collected through cookies and analytics tools.
How we use your information
We use your information to:
- Respond to your request and follow up about it
- Schedule and confirm consultations, calls, and events
- Send reminders and updates by phone, text, or email when you have agreed to receive them
- Provide, manage, and bill for our services if you become a client
- Improve our website, content, and services
- Meet our legal, regulatory, and professional obligations
We do not sell your personal information.
Text messaging and mobile information
When you provide your mobile number and opt in, you agree to receive calls and text messages from The CPA Dude about your request, including automated messages. Consent is not a condition of purchase.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of sharing described in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
- Message frequency varies.
- Message and data rates may apply.
- Reply STOP at any time to opt out. You will receive one confirmation message and no further texts.
- Reply HELP for help, or contact us using the details below.
For full program details, see our SMS Terms and Conditions.
How we share information
We share information only as needed to run our business and serve you:
- Service providers who help us operate, such as our CRM, scheduling, email, texting, payment, and cloud storage platforms. They may use your information only to perform services for us.
- Legal and regulatory requirements, such as responding to a subpoena, court order, or government request, or protecting our rights and the safety of others.
- Business transfers, such as a merger or sale of the firm, where your information would remain protected under this policy.
As stated above, SMS opt-in data and consent are never shared with third parties, and mobile information is never shared for marketing or promotional purposes.
Tax return and client financial information
If you are a client, your tax return information is protected under federal law, including Internal Revenue Code Section 7216, and under our professional obligations as CPAs. We do not use or disclose your tax return information for any purpose other than preparing and supporting your return unless you give separate written consent as required by law.
We also follow the privacy and safeguarding requirements that apply to tax and accounting firms under the Gramm-Leach-Bliley Act and the FTC Safeguards Rule. Clients receive any additional privacy notices required by those rules.
Security
We use reasonable administrative, technical, and physical safeguards to protect your information, including encrypted systems and restricted access. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
How long we keep information
We keep information as long as needed for the purposes described here, and longer where required by law or professional standards, including record retention rules for tax and accounting work.
Your choices
- Texts: reply STOP to any message to opt out.
- Emails: click unsubscribe in any marketing email.
- Calls: ask us to stop calling, and we will update our records.
- Access or corrections: contact us to request a copy of, update to, or deletion of your information, subject to legal retention requirements.
California residents
If you are a California resident, you may request information about how we collect and use your personal information, and you may ask us to correct or delete it, subject to legal exceptions. We do not sell or share personal information for cross-context behavioral advertising. Our website does not currently respond to browser "Do Not Track" signals.
Children
Our website and services are not directed to children under 13, and we do not knowingly collect their information online.
Changes to this policy
We may update this policy from time to time. The effective date at the top shows when it was last revised.
Contact us
The CPA Dude PC
Richmond, CA
Email: [email protected]
Phone: (254) 272-3833 (254-CPA-DUDE)