Privacy Policy

Josh Halpin CPA (“we,” “us,” “our”) provides tax, accounting, and related professional services. This Privacy Policy explains how we collect, use, and protect personal information obtained from clients and website visitors.

Information We Collect

We may collect the following types of personal information:

  • Name, email address, phone number, and mailing address

  • Tax documents and financial information provided as part of our services

  • Information submitted through forms, scheduling tools, or client portals

  • Device and usage information (IP address, browser type, and similar technical data)

How We Use Personal Information

We use personal information to:

  • Provide tax, accounting, and advisory services

  • Communicate with clients, including via SMS and email

  • Schedule appointments and send reminders

  • Securely request or share documents

  • Maintain client records and comply with legal obligations

Information Sharing

We do not sell personal information.
We may share information only with:

  • Trusted service providers (e.g., tax software, document portals) who assist in delivering our services

  • Regulatory authorities when legally required

  • Your information is never shared with third parties for marketing purposes

SMS Privacy

If you opt in to receive SMS messages from us:

  • We use your phone number only for client-related communication

  • SMS consent is not shared with third parties or affiliates

  • You may opt out at any time by replying STOP

Data Security

We use reasonable administrative, technical, and physical measures to protect your information. While no method is 100% secure, we take security seriously and safeguard your data to the best of our ability.

Your Choices

You may contact us to:

  • Update your information

  • Withdraw consent to communication channels such as SMS

Contact Us

If you have questions, contact:
josh@jhalpincpa.com
661-495-3212