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Beacon Point CPA – Privacy Policy

Effective Date: 1/1/2025

1. Information We Collect

We collect information necessary to provide professional accounting and advisory services, including:

A. Information You Provide

• Contact details (name, email, phone number, address).

• Business and financial data (accounting records, payroll information, invoices, statements, budgets,

forecasts, etc.).

• Tax identification numbers or entity documentation when required for compliance.

• Payment information for billing purposes.

• Communications via email, phone, or meetings.

B. Information Collected Automatically

When you visit our website, we may collect limited technical data such as:

• Browser type and version, device information, and IP address.

• Website usage analytics (pages visited, time on site, referral source).

C. Information from Third Parties

With your consent, we may receive relevant financial or business information from third parties such as:

• Banks or financial institutions.

• Payroll providers, accounting software platforms, or business systems.

• Prior accountants, bookkeepers, or tax advisors.

2. How We Use Your Information

We use the information collected to:

• Provide accounting, CFO, and consulting services.

• Manage and maintain client accounts.

• Prepare financial reports and analyses.

• Communicate about projects, invoices, or updates.

• Comply with professional standards and legal obligations.

• Improve our services and website experience.

We do not sell, rent, or trade your personal or financial data.

3. Data Storage and Security

We implement administrative, technical, and physical safeguards to protect your information, including:

• Secure file storage and encrypted transmission.

• Restricted access to authorized personnel only.

• Confidentiality agreements with employees and contractors.

While we take all reasonable steps, no method of storage or transmission is completely secure.

4. Sharing of Information

10/1/2025

We only share information in limited circumstances:

• With trusted service providers assisting in delivering our services.

• To comply with legal or professional requirements.

• With your authorization to share with advisors, banks, or partners.

All third parties are required to maintain confidentiality.

5. Data Retention

We retain client information as required to:

• Provide ongoing services.

• Meet legal, regulatory, and professional obligations.

Typically, records are retained for a minimum of seven (7) years after engagement completion.

6. Your Rights

You may:

• Access and review personal information we maintain.

• Request corrections or deletion where permissible.

• Withdraw consent for nonessential data use.

Requests can be sent to privacy@beaconpointcpa.com.

7. Cookies and Website Tracking

Our website may use cookies or analytics tools to improve performance and user experience. You can

disable cookies in your browser settings.

8. Children’s Privacy

We do not knowingly collect personal information from individuals under 18 years of age. Our services

are directed toward businesses and adults.

9. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website with an

updated effective date.

10. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Beacon Point CPA

Email: privacy@beaconpointcpa.com

Phone: (310) 697-9536

Website: www.beaconpointcpa.com

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