Privacy Policy
Effective Date: 01/2026
Evolve CPA Tax & Accounting PLLC (“Evolve CPA,” “we,” “us,” or “our”), accessible from cpaevolve.com, values your privacy and is dedicated to protecting the privacy and security of personal information. This Privacy Policy describes how we collect, use, store, disclose, and protect your personal information obtained through our website and related communications, and your rights concerning this information.
What this Privacy Policy Includes
This Privacy Policy applies only to information that is collected on Evolve CPA Tax & Accounting PLLC’s website, www.cpaevolve.com (“Website”). If you have hired us as your accounting firm, our privacy and confidentiality obligations are described in our engagement letter with you. This policy only addresses what happens when you visit us online. This Policy does not apply to information collected offline, through other means, or through any third-party, including any application or content that may be accessible from or on the Website. Depending on your activities when visiting our Website, you may be required to agree to additional terms and conditions. Use of our website does not create a CPA-client relationship.
Information We Collect
Evolve CPA Tax & Accounting PLLC may collect non-personally identifying information of the sort that web browsers and servers typically make available, including browsers used, language preference, referring site, and usage information. We use this information to better understand how visitors use our Website.
Evolve CPA also collects potentially personally identifying technical information, such as Internet Protocol (IP) addresses. We also collect personally identifying information that you may provide through service inquiries, including your name, business name, contact information, and services that you are requesting information about. We do not collect Social Security numbers, dates of birth, account numbers, or similar highly sensitive information through our website.
How Information Is Collected
Information may be collected through website contact and inquiry forms, embedded intake questionnaires, email communications, telephone, or text message communications initiated by you. Our website may also collect limited technical information automatically, such as IP addresses, browser types, or usage data, through standard website analytics and cookies.
How We Use Information
Information collected through our website may be used to better understand how visitors use our Website. Your information is used to respond to your service inquiries and requests and to evaluate whether a potential engagement is a good fit, communicate regarding scheduling, services, or next steps, maintain internal records related to inquiries and communications, and to comply with legal and professional obligations.
Information Sharing and Disclosure
We do not sell personal information. We may share information only with contracted vendors and service providers who assist in operating our business and systems and who are contractually obligated to maintain the confidentiality of such information and to use it only for the purposes for which we disclose it to them. We may share your personal information as required by law. We may also share your personal information with your consent.
Text Messaging and Communications
By providing your phone number, you consent to receive service-related or transactional communications, including text messages, related to your inquiry, engagement, services, or scheduling. Message frequency may vary. Message and data rates may apply. We do not send marketing text messages. Text STOP to opt out.
Cookies and Analytics
Our website uses cookies and similar technologies to support basic functionality and analytics. These tools help us understand website usage and improve performance. You may adjust cookie settings through your browser preferences.
Data Retention, Maintenance, and Protection
We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, comply with legal obligations, and maintain appropriate records. Certain information may be retained longer where required by law, professional standards, or regulatory obligations.
We use administrative, technical, and physical safeguards designed to protect personal information. The security of your personal information is important to us; however, no method of transmission over the internet or method of electronic storage can be guaranteed to be completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.
Our Website may contain links to external sites that are not operated by us. If you click on a third-party link, you will be directed to that third-party’s website. We strongly recommend that you review the privacy policy and terms and conditions of every site you visit. We have no control over, and assume no responsibility for the content, privacy policies, or practices of any third-party sites, products, or services.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or services. Any updates will be posted on this page with a revised effective date.
Your Privacy Rights
Depending on your state of residence, you may have the right to request access to, correction of, or deletion of personal information, subject to legal and professional limitations. Requests may be submitted using the contact information below. These rights may be limited where retention of information is required to comply with legal, regulatory, or professional obligations.
Contact Information
If you have questions about this Privacy Policy or our privacy practices, please contact us at 520-535-2240 or hello@cpaevolve.com.