Privacy Policy

 
 

Last Updated: July 3, 2025

Henry Hung CPA P.C. (“the Firm,” “we,” “us,” or “our”) is committed to protecting your privacy and handling your personal information with care and transparency. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage our services or visit our website.

By using our services or accessing our website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect information to provide you with professional accounting and tax services and to comply with legal and regulatory requirements. Types of information collected may include:

  • Personal Identifiable Information (PII): Name, address, email, phone number, Social Security Number, taxpayer ID, and other identification details.

  • Financial Information: Bank account details, tax returns, payroll information, business financial data, and login credentials for financial institutions (provided by you).

  • Transactional Information: Details of services requested, invoices, payment history, and correspondence.

  • Usage Data: Information on how you interact with our website, including IP addresses, browser type, and access times (collected via cookies and similar technologies).

2. How We Use Your Information

We use your information to:

  • Provide and manage our professional accounting, tax, consulting, and advisory services.

  • Communicate with you about your account, service updates, or regulatory requirements.

  • Prepare and file tax returns and financial statements accurately.

  • Comply with applicable laws, regulations, and professional standards.

  • Maintain the security and integrity of our systems and services.

  • Improve our services and website performance.

3. Sharing and Disclosure of Information

We treat your information as confidential. We do not sell or rent your personal data to third parties. We may share information with:

  • Third-Party Service Providers: Trusted partners such as software providers (e.g., QuickBooks, Xero) who assist in service delivery. These providers are contractually obligated to keep your information secure and confidential.

  • Regulatory and Legal Authorities: When required by law, subpoena, court order, or government regulation.

  • Professional Advisors: Such as auditors, legal counsel, or consultants engaged by the Firm for professional purposes.

4. Security of Your Information

We implement reasonable administrative, technical, and physical safeguards to protect your data from unauthorized access, disclosure, or destruction. However, no system is completely secure, and you acknowledge the inherent risks in transmitting data electronically.

You are responsible for safeguarding your login credentials and monitoring your financial accounts for unauthorized activity. The Firm is not responsible for security breaches or fraud occurring on your financial institution accounts.

5. Your Rights and Choices

Depending on your jurisdiction, you may have rights related to your personal information, including:

  • Accessing and obtaining a copy of your data.

  • Requesting correction or deletion of inaccurate or incomplete data.

  • Restricting or objecting to certain processing activities.

  • Withdrawing consent where processing is based on your consent.

To exercise these rights or ask questions about your data, please contact us at the email below.

6. Data Retention

We retain your personal and financial information only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements. The retention period may vary depending on the type of data and applicable laws.

7. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve user experience and collect usage data. You can configure your browser to refuse cookies, but this may affect website functionality.

8. Third-Party Tools and Links

We may use or refer you to third-party tools such as QuickBooks, Xero, or other accounting platforms to facilitate our services. These tools have their own privacy policies, and we encourage you to review them. We are not responsible for the privacy practices or content of these third-party services.

Our website may contain links to external sites; we do not control and are not responsible for their content or privacy practices.

9. Children’s Privacy

We do not knowingly collect personal information from minors under the age of 16 through our Service, although certain third-party websites that we link to may do so. These third-party websites have their own terms of use and privacy policies, and we encourage parents and legal guardians to monitor their children’s Internet usage and instruct their children to never provide information on other websites without their permission.

We do not sell the personal information of consumers we actually know are less than 16 years of age, unless we receive affirmative authorization (the “right to opt-in”) from either the consumer who is between 13 and 16 years of age, or the parent or guardian of a consumer less than 13 years of age. Consumers who opt-in to the sale of personal information may opt-out of future sales at any time. To exercise the right to opt-out, you (or your authorized representative) may submit a request to us by contacting us.

If you have reason to believe that a child under the age of 13 (or 16) has provided us with personal information, please contact us with sufficient detail to enable us to delete that information.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or technology. We will notify you of material changes via email or website announcements. Continued use of our services after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your data rights, please contact:

📧 Email: henry@hhungcpa.com