• (203) 829-7769
  • (203)-TAX-PROZ
  • 1013 Hope St, Stamford, CT 06907, USA
Contact Us

Privacy Policy

1. Introduction

AiccountingPros (“we,” “us,” or “our”) is a certified public accounting firm headquartered in Stamford, Connecticut, providing accounting, bookkeeping, tax planning, CFO advisory, and related financial services to businesses nationwide.

We are committed to protecting the privacy and confidentiality of the personal and financial information entrusted to us by our clients, website visitors, and prospective clients. This Privacy Policy explains what information we collect, how we use it, and the measures we take to safeguard it.

By using our website at aiccountingpros.ai or engaging our services, you agree to the terms of this Privacy Policy.

2. Information we collect

A. Information You Provide Directly

  • Full name, business name, and contact details (email, phone number)
  • Financial records including income statements, tax documents, bank statements, payroll data, invoices, and expense reports
  • Business registration documents and ownership details
  • Information submitted via contact forms, consultations, and newsletters
  • Government-issued identification when required for compliance

B. Information Collected Automatically

  • IP address, browser type, and device information
  • Website usage data (pages visited, time spent, navigation behavior)
  • Communication records (emails, phone call logs)

C. Information from Third Parties

  • Accounting platforms (QuickBooks, Xero, Sage, NetSuite, ADP, Bill.com, SAP)
  • Government agencies, tax authorities, and financial institutions

3. How we use your information

We use your information solely for professional purposes, including:

  • Providing accounting, bookkeeping, tax, and advisory services
  • Preparing and filing tax returns
  • Client communication and support
  • Legal and regulatory compliance
  • Service updates and newsletters (opt-out available)
  • Website and service improvement
  • Fraud prevention and security

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

4. How we share your information

We only share information in limited cases:

  • With Your Authorization: Banks, payroll providers, or agencies you approve
  • Service Providers: Secure third-party platforms under confidentiality agreements
  • Legal Requirements: Court orders, IRS, or regulatory obligations
  • Business Transfers: Merger or acquisition scenarios
  • Professional Referrals: With your consent

We never share data for advertising or data brokerage purposes.

5. Accountant-client confidentiality

We adhere to AICPA professional confidentiality standards. All client data is strictly confidential and protected by professional obligation and licensing requirements.

6. Data retention

We retain records for a minimum of 7 years as required by IRS and legal regulations. After this period, data is securely deleted or anonymized unless legally required otherwise.

7. Data security

We implement strong safeguards including:

  • SSL/TLS encryption
  • Secure cloud storage
  • Role-based access controls
  • Regular security audits
  • Confidentiality agreements

No system is 100% secure, but we follow industry best practices.

8. Your rights

You may request:

  • Access to your data
  • Corrections
  • Deletion (subject to legal limits)
  • Opt-out of marketing emails
  • Data portability

Contact: shahzam@aiccountingpros.ai Response time: 30 days

9. Cookies and analytics

We use cookies for functionality and analytics (e.g., Google Analytics). You may disable cookies in your browser settings.

10. Children’s privacy

We do not knowingly collect data from individuals under 18.

11. Third-party links

We are not responsible for external websites linked from our site. Please review their policies separately.

12. California privacy rights (ccpa)

California residents may request access, deletion, or information about their data. We do not sell personal information.

13. Changes to this policy

We may update this policy periodically. Continued use of our services implies acceptance of updates.

14. Contact us

AiccountingPros CPA Firm
1013 Hope St, Stamford, CT 06907, USA
Email: shahzam@aiccountingpros.ai
Phone: (203) 829-7769
Hours: Monday – Saturday, 8:00 AM – 5:00 PM (ET)