Privacy Policy

Dedicated CPA ("we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have. It applies to dedicatedcpa.com and the services we provide.

Information We Collect

• Information you provide: name, business name, email address, phone number, and any details you share through our contact form, quote tool, or during onboarding and engagements.
• Financial and account information you provide so we can deliver bookkeeping, tax, payroll, formation, and advisory services.
• Automatically collected technical data such as IP address, browser type, and usage information from our website.

How We Use Your Information

We use your information to provide and improve our services, respond to inquiries, prepare and deliver client work, send service-related and account communications (including text messages if you have opted in), process billing, and meet our legal and professional obligations.

SMS / Text Messaging

• When you opt in to receive text messages from Dedicated CPA, we collect your mobile phone number and a record of your consent.
• No mobile information (including your phone number and SMS opt-in or consent) will be shared with or sold to third parties or affiliates for marketing or promotional purposes.
• We only use your mobile number to send the messages you have consented to, such as reminders, document requests, account updates, and customer-service replies.
• Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for assistance.
• For full details, see our SMS Terms.

How We Share Information

• We do not sell your personal information.
• We may share information with trusted service providers (for example, our website host, email, payment, and communications providers) only as needed to operate our business, and they are bound by confidentiality obligations.
• We may disclose information where required by law or to protect our rights.
• As stated above, mobile opt-in data and SMS consent are never shared with third parties for their own marketing.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, but we work to protect your data.

Data Retention

We retain information for as long as needed to provide our services, comply with legal and professional record-keeping requirements, and resolve disputes.

Your Choices and Rights

You may request access to, correction of, or deletion of your personal information, and you may opt out of text messages at any time by replying STOP. To make a request, contact us using the details below.

Children's Privacy

Our services are intended for businesses and adults. We do not knowingly collect information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent changes.

Contact Us

Dedicated CPA — South Florida, serving clients nationwide. Email: client@dedicatedcpa.com. Phone: 305-423-9993.