Privacy Policy
Effective Date: May 15, 2026
Terry & Associates, CPA (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding the confidential information you entrust to us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, engage our services, or communicate with us.
By using our website or services, you agree to the practices described in this policy.
1. Information We Collect
We collect information necessary to provide professional CPA services and operate our business effectively.
A. Personal Information
You may provide personal information when you:
- Contact us through our website
- Schedule a consultation
- Submit client forms
- Use our client portal
- Engage our accounting, tax, or payroll services
This information may include:
- Full name
- Email address
- Phone number
- Mailing address
B. Automatically Collected Information
When you visit our website, we may collect:
- IP address
- Browser type
- Device information
- Pages visited
- Date and time of access
This data helps us improve website performance and user experience.
2. How We Use Your Information
We use collected information to:
- Provide tax preparation, tax planning, payroll, accounting, and consulting services
- Communicate with you regarding appointments and services
- Maintain compliance with federal, state, and local laws
- Improve our website and service offerings
- Respond to inquiries or client support requests
We do not sell, rent, or trade your personal information.
3. Confidentiality of Tax Information
As a Certified Public Accounting firm, we adhere strictly to:
- IRS confidentiality regulations
- Gramm-Leach-Bliley Act (GLBA) requirements
- Kentucky state privacy laws
- Professional ethical standards
All tax return information is used solely for preparing and filing returns or as otherwise authorized by you in writing.
4. Information Sharing
We may share information only in the following circumstances:
- With your written authorization
- With trusted third-party service providers (e.g., secure payroll processors or tax software providers) necessary to deliver services
- When required by law, subpoena, or regulatory authority
- To protect our legal rights or prevent fraud
All third-party partners are required to maintain strict confidentiality and security standards.
5. Data Security
We implement appropriate administrative, technical, and physical safeguards to protect your information, including:
- Secure client portals
- Encrypted data transmission
- Restricted internal access to sensitive information
- Secure document storage practices
While we take strong precautions, no method of transmission over the internet is 100% secure. We encourage clients to use secure portals when submitting sensitive documents.
6. Cookies and Website Tracking
Our website may use cookies to:
- Improve site functionality
- Analyze traffic patterns
- Enhance user experience
You may adjust your browser settings to disable cookies; however, some website features may not function properly.
7. Client Portal & Electronic Communications
If you use our client portal:
- You are responsible for maintaining login confidentiality
- Notify us immediately of any unauthorized account activity
Email communications are not always secure. We recommend using our secure portal for transmitting sensitive financial or tax information.
8. Data Retention
We retain client records in accordance with:
- IRS record retention requirements
- Kentucky state regulations
- Professional accounting standards
When records are no longer required, they are securely destroyed.
9. Your Rights
You may:
- Request access to your personal information
- Request corrections to inaccurate data
- Withdraw consent where applicable
- Ask questions about how your data is used
To exercise these rights, contact us using the information below.
10. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those external sites.
11. Children’s Privacy
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors without parental consent.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.
13. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Terry & Associates, CPA
2865 Chancellor Dr, Suite 240
Crestview Hills, KY 41017
📞 (859) 647-9999
📧 info@terryandassociatescpa.com
🕒 Monday – Friday: 8:00am – 4:00pm
At Terry & Associates, CPA, your trust matters. We are committed to protecting your information with the same integrity, precision, and care that defines our professional services.