Your Privacy Under U.S. Law

Learn how Diane Drake CPA collects, uses, stores, and protects your personal information.

United States Privacy Policy and Data Protection

Privacy Policy

Effective Date: June 22, 2026

This Privacy Policy describes how our firm collects, uses, and discloses your personal information when you visit our website, use our client portals, or engage our financial and accounting services.

1. Information We Collect

We may collect the following categories of personal information from interviews, organizers or documents you provide:

  • Identifiers: Name, business name, email address, phone number, physical address, date of birth

  • Financial Information: Bank account numbers, tax identification numbers (SSN/EIN), income and expense details.

  • Commercial Information: Records of services purchased or considered.

  • Internet Activity: Browsing history, interaction with our website, and cookie data.

2. How We Use Your Information

We use your information to:

  • Provide tax preparation, bookkeeping, and financial consulting services.

  • Respond to your inquiries submitted via our contact forms.

  • Securely process payments and manage your client account.

  • Comply with federal, state, and local legal and regulatory obligations.

3. Sharing Your Information

We do not disclose any personal information about our clients to anyone, except as requested by our clients or as required by law. We do not sell your personal information. We only share data with trusted third parties to run our business, including:

  • Secure cloud storage and accounting software providers.

  • Payment processing entities.

  • Government agencies (e.g., the IRS) as authorized by you for tax filings.

4. State-Specific Rights (e.g., California, Virginia, Texas)

Depending on your state of residence, you may have the right to:

  • Request access to the specific pieces of personal data we hold about you.

  • Request the deletion of your personal information (subject to legal record-retention requirements for accountants).

  • Opt-out of certain types of automated data processing or targeted advertising.

5. Security

We implement strict physical and electronic safeguards, including encryption and secure portals, to protect your sensitive financial data.

6. Contact Us

To exercise your rights or ask questions about this policy, please contact us.