Privacy Policy

Privacy Policy Overview

This Privacy Policy explains how Dovid Einstein, CPA APC (“we,” “us,” “our,” or the “Firm”) collects, uses, shares, and protects information in connection with your use of www.einsteincpas.com (the “Site”) and any related online services.
By accessing or using the Site, you agree to the collection and use of information in accordance with this Privacy Policy.

Information We Collect

We may collect the following types of information when you visit the Site or communicate with us:

Contact information such as name, email address, phone number, mailing address, and any information you choose to include in messages or forms you submit.
Technical and usage data such as IP address, browser type, device identifiers, pages visited, and referring URLs, collected through server logs, cookies, and similar technologies.
Client-related information that you voluntarily provide when you inquire about or engage our professional services, which may include financial, tax, and business information, collected and used consistent with our professional and ethical obligations.

You can choose not to provide certain information, but this may limit your ability to use some Site features or receive services.

How We Use Your Information

We use the information described above for the following purposes:

To respond to inquiries, schedule consultations, provide tax and accounting services, and manage client relationships.
To operate, maintain, secure, and improve the Site, including troubleshooting, analytics, and monitoring usage patterns.
To send administrative communications, legal notices, and, where permitted, informational or marketing communications about our services (which you may opt out of at any time).
To comply with applicable laws, regulations, professional standards, and legal process, and to protect our rights, property, and the safety of our clients and users.

We do not sell your personal information, and if this changes, we will update this Privacy Policy and provide any required “Do Not Sell or Share My Personal Information” mechanisms.

Cookies, Analytics, and Third Parties

The Site may use cookies and similar technologies to recognize your browser, remember preferences, and analyze Site traffic and interactions.

Cookies are small data files stored on your device; you can usually control cookies through your browser settings, but disabling them may affect Site functionality.
We may use third-party analytics providers (such as Google Analytics or similar tools) to help understand how visitors use the Site; these providers may collect information such as your IP address, device identifiers, and usage data.
We may link to third-party websites or services (for example, tax authorities, portals, payment processors); those sites are not controlled by us and are governed by their own privacy policies.

We limit disclosure of your information and maintain confidentiality to the extent permitted by law and our professional obligations as a CPA firm.

We may share information with trusted service providers that perform functions on our behalf (such as hosting, IT support, analytics, secure document exchange, or email services), subject to appropriate confidentiality and security obligations.
We may disclose information if required by law, regulation, court order, subpoena, or governmental request, or to establish or defend legal claims, prevent fraud, or protect our rights or the rights of clients and others.
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, to comply with legal, regulatory, and professional obligations, resolve disputes, and enforce our agreements.

Data Security

We use reasonable physical, technical, and administrative safeguards designed to protect personal information against accidental or unlawful destruction, loss, alteration, unauthorized disclosure, or access.

Measures may include secure servers, encryption in transit where appropriate (such as HTTPS/SSL), access controls, and internal policies addressing confidentiality of client information.
However, no method of transmission over the internet or electronic storage is completely secure, and absolute security cannot be guaranteed.

Your Rights and Choices

Depending on where you reside, you may have certain rights regarding your personal information under state, federal, or international law.

You may request access to, correction of, or deletion of certain personal information we hold, subject to legal and professional record-keeping obligations.
You may opt out of marketing emails by using the unsubscribe link in those messages or by contacting us directly; we may still send non-marketing communications related to services or legal notices.
If you are a California resident and we are subject to the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), you may have additional rights, such as the right to know, the right to delete, the right to correct, the right to limit certain uses of sensitive personal information, and the right to non-discrimination for exercising your rights.

To exercise any rights, please contact us using the information in the “Contact Us” section and describe your request and the nature of your relationship with the Firm; we may need to verify your identity before responding.