Privacy Policy

 
 

Last Updated: October 9, 2026

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).

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.

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

Henry Hung CPA P.C. is committed to maintaining the confidentiality and security of your personal and financial information. We do not sell or rent your personal information to third parties.

We may disclose information only as reasonably necessary to provide our professional services, operate our business, or comply with applicable legal and regulatory requirements, including to the following:

  • Third-Party Service Providers: Trusted service providers, including accounting, tax preparation, cloud storage, communication, and other technology platforms that assist in delivering our services. These providers are expected to maintain appropriate confidentiality and security protections.

  • Regulatory and Legal Authorities: Government agencies, regulatory bodies, or legal authorities when required or permitted by applicable law, regulation, subpoena, or court order.

  • Professional Advisors: Attorneys, auditors, consultants, and other professional advisors engaged by the Firm when reasonably necessary for legitimate business or professional purposes, subject to applicable confidentiality requirements.

  • With Your Authorization: Other parties when you have provided appropriate authorization or consent, as required by applicable law.

SMS and Mobile Information Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of information sharing described in this Privacy Policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties for marketing or promotional purposes.

We may use authorized communication service providers, including SMS messaging platforms, solely to facilitate service-related communications with clients. Such providers are expected to protect information in accordance with applicable confidentiality and data protection requirements.

Henry Hung CPA P.C. does not use client SMS consent information for third-party marketing or promotional activities.

4. SMS / Text Messaging Communications

Purpose of SMS Communications

Henry Hung CPA PC may use SMS text messaging to communicate with existing clients regarding tax preparation, accounting services, appointment confirmations and reminders, document requests, and other service-related matters. We do not send promotional or marketing text messages.

Consent to Receive Messages

We send SMS messages only to clients who have consented to receive text communications from our Firm. Consent may be obtained verbally or in writing through direct client communications or during the onboarding process.

Our website's Contact Us page does not collect phone numbers or obtain SMS consent.

Consent to receive SMS messages is not a condition of purchasing our services.

Message Frequency and Charges

Message frequency varies based on client needs and the nature of our services. Message and data rates may apply.

Opt-Out and Assistance

Clients may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP or contact us at henry@hhungcpa.com or (201) 394-0187.

Mobile Information Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be sold or shared with third parties or affiliates for marketing or lead generation purposes.

We may disclose information to authorized SMS service providers solely as necessary to deliver and manage text messaging communications on our behalf. Such providers are required to handle this information in accordance with applicable confidentiality and data protection obligations and are not authorized to use it for their own marketing purposes.

Security of SMS Communications

SMS messaging may not be a secure method for transmitting confidential information. Clients should not send Social Security numbers, tax identification numbers, banking information, tax returns, or other sensitive financial documents through SMS. We may direct clients to secure communication channels when necessary.

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