Privacy Policy Your Privacy Matters

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Last Updated: January 2026

Cailean CPA & Business Consultant, PLLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website caileancpa.com, communicate with us, or use our services.

Information We Collect

We may collect personal information that you voluntarily provide to us when you:

• Fill out forms on our website
• Subscribe to our newsletter or request information
• Upload documents through secure portals or file upload tools
• Request accounting, tax preparation, or advisory services
• Communicate with us via email, phone, or SMS (if you opt in)

This information may include:

• Name, email address, phone number, and mailing address
• Business and tax-related information
• Financial information necessary for accounting and tax services
• Files and documents submitted through secure upload or client portals

We may also automatically collect limited technical information such as IP address, browser type, device information, and pages visited through standard server logs.

How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our professional services
• Respond to inquiries and service requests
• Process transactions and payments through third-party processors
• Send administrative or service-related communications
• Send SMS messages only if you have explicitly opted in
• Comply with legal, regulatory, and professional obligations

SMS Communications

If you opt in to receive SMS communications from us, we may send messages related to appointments, service updates, or responses to your inquiries. Message frequency may vary. Message and data rates may apply.

SMS consent is not shared with third parties or affiliates.

You may opt out of SMS communications at any time by replying STOP.

Information Sharing

We do not sell, trade, or rent your personal information.

We may share personal information only in the following circumstances:

• To comply with applicable laws, regulations, or legal processes
• To protect our rights, privacy, safety, or property
• With your explicit consent
• With trusted third-party service providers who assist us in operating our website, processing payments, providing secure file transfer, or delivering communications, subject to confidentiality obligations

Data Security

We implement reasonable administrative, technical, and organizational security measures to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure.

Professional Confidentiality

As a CPA firm, we are bound by professional standards and ethical obligations that require us to maintain the confidentiality of client information. We take this responsibility seriously and handle all client data with care and discretion.

Your Rights

You have the right to:

• Access your personal information
• Request correction of inaccurate data
• Request deletion of your data, subject to legal and professional retention requirements
• Opt out of marketing communications

Cookies

Our website may use cookies or similar technologies to enhance functionality and improve user experience. You can disable cookies through your browser settings, though some features may not function properly.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.

Contact Us

If you have questions about this Privacy Policy, please contact us at:

Cailean CPA & Business Consultant, PLLC
7787 W Deer Valley Rd. #298
Peoria, AZ 85382
Phone: 623-825-5930
Email: cpa@caileancpa.com