Privacy Policy

Last Updated: January 21, 2026

Welcome to Perry CPA. We value your privacy and are committed to protecting your personal information. This Privacy Policy outlines our practices regarding the collection, use, and disclosure of your information when you use our services, including when you schedule meetings and receive email or SMS communications.

  1. Information We Collect

We collect the following types of information to provide and improve our services:

Personal Information: Name, email address, phone number, mailing address, Social Security Number, and other relevant information provided by you during consultations or through our website.
Financial Information: Bank account details, tax identification numbers, income, expenses, and other financial data necessary for providing our CPA services.
Usage Data: Information about your interactions with our website, including IP address, browser type, pages visited, and the date and time of your visit.
Messaging Data: Your mobile phone number, message content, delivery status, timestamps, and interaction history related to SMS or email communications you receive from us (such as appointment confirmations, reminders, and service updates).

  1. How We Use Your Information

We use your information to:

Provide and improve our CPA services.
Communicate with you regarding your account, appointments, transactions, and our services.
Send appointment confirmations, reminders, and service-related notifications via email and SMS.
Process payments and manage your financial accounts.
Comply with legal obligations and enforce our agreements.
Personalize your experience and understand your needs.

  1. SMS and Email Communications

By submitting your phone number and email address through our website or scheduling forms, you consent to receive transactional and service-related messages from Perry CPA. These messages may include appointment confirmations, reminders, follow-ups, and important service updates.

Message frequency may vary.
Standard message and data rates may apply.
You may opt out of SMS messages at any time by replying STOP to any message.
For help, reply HELP or contact us directly using the information below.

We do not share or sell your phone number or email address for marketing purposes.

  1. Sharing Your Information

We do not sell, trade, or otherwise transfer your personal information (including phone numbers and email addresses) to any third parties, affiliates, or partners, except as necessary to provide our services (such as secure payment processors, scheduling tools, or SMS/email delivery providers) or when required by law.

Any service providers we use are required to maintain the confidentiality and security of your information and may only use it to perform services on our behalf.

  1. Data Security

We implement a variety of security measures to maintain the safety of your personal information. These measures include encryption, firewalls, and secure server access. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

  1. Your Choices

You can choose not to provide certain information, but this may limit your ability to use some of our services, including scheduling meetings or receiving confirmations and reminders. You can also update or correct your personal information by contacting us.

You may opt out of SMS communications at any time as described above. Opting out of SMS may prevent you from receiving appointment reminders and real-time service notifications.

  1. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. You can control the use of cookies through your browser settings.

  1. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites. We encourage you to read their privacy policies before providing any personal information.

  1. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. Your continued use of our services after any changes take effect will constitute your acceptance of the revised policy.

  1. Contact Us

If you have any questions about this Privacy Policy, our privacy practices, or our email and SMS communications, please contact us at:

Perry CPA
900 N Olive Ave
West Palm Beach, FL 33401
561.231.5966
info@perry-cpa.com