Privacy Policy
Effective Date: Feb 12, 2026
At Matthew Leone CPA PLLC, we respect your privacy and are committed to protecting the personal and financial information you share with us. This policy outlines how we collect, use, and safeguard your data.
- Information Collection
We collect information that you voluntarily provide to us, including:- Contact Information: Name, email address, phone number, and mailing address.
- Financial Information: Tax documents, bookkeeping records, and Social Security numbers provided for the purpose of tax preparation and accounting services.
-
How We Use Your Information
Your information is used strictly to:- Provide professional tax and accounting services.
- Communicate with you regarding your engagements.
- Comply with legal and regulatory requirements (e.g., IRS compliance).
- Data Protection & Sharing
We do not sell, rent, or trade your personal information to third parties. We use industry-standard physical, electronic, and procedural safeguards to maintain the confidentiality of your data. Information is only shared with third parties (such as tax software providers or government agencies) as necessary to fulfill the services you have requested.
- Your Rights
You may request to review, update, or delete your personal information by contacting us directly, subject to our legal obligations for record retention.
Receive practical tax updates and firm announcements.
