Privacy and Terms
Privacy Policy
Effective Date: October 2025
Firm: Equals PLLC
Contact: info@equals.cpa
Our Commitment to Your Privacy
At Equals PLLC, we value your trust. We are committed to protecting the confidentiality and security of your personal and financial information, both online and offline. This policy describes how we collect, use, and safeguard your information when you visit our website or interact with us electronically.
Information We Collect
We may collect personal information such as:
Your name, email address, and phone number
Information you voluntarily provide when booking a consultation, completing a contact form, or corresponding by email
If you engage Equals PLLC for professional services, additional information may be collected in accordance with our engagement letter and professional standards.
How We Use Your Information
We use your information to:
Schedule and confirm consultations
Respond to inquiries
Provide accounting, tax, and advisory services
Comply with professional and legal obligations
We do not sell, trade, or rent personal information to third parties.
Third-Party Services
We use trusted third-party platforms such as Microsoft Bookings, Outlook, and Squarespace to facilitate scheduling and communication. These providers may process limited personal data (such as your name and email address) solely for the purpose of providing their services. Each maintains its own privacy and security standards consistent with industry best practices.
Confidentiality and Professional Ethics
As a Certified Public Accountant, I adhere to the AICPA Code of Professional Conduct, which requires strict confidentiality of all client information obtained during professional engagements. Any disclosure of client information will occur only with your consent or as required by law or professional standards.
Data Security
We employ reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, loss, or misuse. However, transmission of information via the internet is never completely secure, and Equals PLLC cannot guarantee absolute protection.
Your Rights
You may request to review, correct, or delete your personal information at any time by contacting info@equals.cpa.
If you are a client, certain information may be retained as required by professional or regulatory record-keeping obligations.
Changes to This Policy
This policy may be updated periodically. Any revisions will be reflected with a new effective date at the top of this page.
Disclaimer
The materials on this website are provided for general informational purposes only and do not constitute accounting, tax, or legal advice. Visiting this website, contacting Equals PLLC, or booking a consultation does not establish a CPA–client relationship. A professional relationship is formed only after an engagement agreement is signed by both parties.
Equals PLLC makes reasonable efforts to ensure the accuracy of information presented here but does not guarantee that all content is current or applicable to every situation. You should not act or rely on any information on this site without first seeking professional advice tailored to your circumstances.
Contact
If you have any questions about this policy or your personal data, please email info@equals.cpa.