PRIVACY POLICY

FAS CPA & Consultants P.A.

Effective Date: November 1, 2026
Last Updated: November 1, 2026

FAS CPA & Consultants P.A. (“FAS CPA,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you visit https://fascpaconsultants.com/, contact us, request a consultation, communicate with us, use our client portal, or otherwise interact with our business.

Our professional services include accounting, tax planning, auditing, and related services. Because these services may involve confidential financial and tax information, we take appropriate measures to protect the information entrusted to us.

This Privacy Policy applies to our website and the online services covered by this notice. Additional engagement agreements, confidentiality obligations, or legally required notices may apply to particular client relationships.

1. BUSINESS INFORMATION

The business responsible for the data practices described in this Privacy Policy is:

Legal Business Name: FAS CPA & Consultants P.A.
Business Address: 9000 SW 137 Av, Suite 224, Miami, FL 33186, United States
Privacy Contact Email: [email protected]
Website: https://fascpaconsultants.com/
Business Registration: Florida, United States
Service Area: United States and international clients.

For privacy-related questions or requests, please contact us using the email address above.

2. PERSONAL INFORMATION WE COLLECT

The types of information we collect depend on how you interact with our website and professional services.

2.1 Information You Provide Directly

We may collect personal information when you:

Complete a contact or inquiry form.
Request a consultation or appointment.
Communicate with us through email, telephone, or live chat.
Register for or access a client account.
Request information about our services.
Become a client or engage us for professional services.
Subscribe to our communications.
Submit a privacy-related request.

This information may include:

Full name.
Email address.
Telephone number.
Business name.
Mailing address.
Professional or business information.
Consultation details.
Information included in communications with us.

2.2 Financial, Tax, and Identification Information

In connection with our accounting, tax planning, auditing, and related professional services, we may collect and process sensitive financial and identification information.

This may include:

Social Security numbers (SSNs).
Taxpayer Identification Numbers (TINs).
Financial account information.
Tax-related information and records.
Income and expense information.
Business financial records.
Information concerning financial transactions.
Information required for tax preparation and accounting services.
Information necessary for identity verification and legal compliance.

We collect sensitive financial and tax information through our client portal, powered by Zoho Projects, or other authorized client-service channels.

We do not intend to collect sensitive tax or financial identification information through ordinary public website contact forms.

Please do not submit SSNs, TINs, financial account credentials, passwords, or confidential tax documents through general website forms or ordinary live-chat conversations.

2.3 Client Account and Portal Information

We use Zoho Projects to support our client portal and related client-management activities.

When you access or use the portal, we may collect:

Name and contact information.
Account identifiers.
Login and authentication information.
Account activity and access logs.
Project and engagement-related information.
Documents and information submitted through the portal.
Communications associated with your client engagement.

We use this information to provide professional services, manage client relationships, administer accounts, and maintain security.

Access to client information is intended to be limited to authorized individuals who require it for legitimate business purposes.

2.4 Automatically Collected Information

When you visit our website, certain information may be collected automatically through cookies, pixels, tags, scripts, and similar technologies.

Depending on your settings and the technologies enabled, this may include:

IP address.
Browser type and version.
Device and operating system information.
Referring website or webpage.
Pages viewed.
Links clicked.
Date and time of visits.
Approximate geographic location derived from an IP address.
Cookie identifiers and online identifiers.
Website interaction and conversion events.
Website usage and performance information.

We use this information for website functionality, analytics, security, performance measurement, and advertising conversion measurement, subject to applicable law and your privacy choices.

3. HOW WE USE PERSONAL INFORMATION

We may use personal information for the following purposes:

3.1 Providing Professional Services

To provide accounting, tax planning, auditing, and related services; administer client engagements; prepare and maintain relevant records; and fulfill contractual obligations.

3.2 Responding to Inquiries

To respond to questions, provide requested information, arrange consultations, and communicate with prospective and existing clients.

3.3 Client Account Management

To create and administer client accounts, provide portal access, authenticate users, manage projects and engagements, and support client communications.

3.4 Website Operation and Improvement

To maintain website functionality, troubleshoot technical issues, improve website performance, and understand how visitors interact with our website.

3.5 Analytics and Conversion Measurement

To measure website traffic, understand visitor activity, evaluate marketing performance, and measure conversions associated with our advertising campaigns.

We use Google Analytics, Google Tag Manager, Google Ads conversion tracking, and Meta Pixel for these purposes, subject to their respective configurations and applicable privacy requirements.

3.6 Email and Business Communications

To send requested information, service-related communications, newsletters, and marketing messages where permitted by law.

We use Zoho services for email and related business communications.

3.7 Security and Fraud Prevention

To protect our website, client accounts, business systems, and confidential information; detect suspicious activity; and prevent unauthorized access.

3.8 Legal and Professional Obligations

To comply with applicable tax, accounting, auditing, regulatory, professional, contractual, and legal obligations.

3.9 Other Permitted Purposes

We may use personal information for other purposes disclosed when the information is collected or otherwise permitted by applicable law.

4. COOKIES AND TRACKING TECHNOLOGIES

Our website uses cookies and similar technologies to support website functionality, manage preferences, analyze website activity, and measure advertising conversions.

We use Cookiebot as our cookie consent management solution.

4.1 Cookie Consent Management Through Cookiebot

Cookiebot provides visitors with a mechanism to manage applicable cookie and tracking preferences.

Depending on the available configuration, visitors may be able to:

Accept optional cookies and tracking technologies.
Reject optional cookies and tracking technologies.
Select preferences by cookie category.
Change or withdraw their preferences later.

Where applicable law requires consent, we will seek the required consent before enabling the relevant tracking technologies.

The actual technologies controlled by Cookiebot depend on the configuration of our website and integrations.

4.2 Essential Cookies

Essential cookies may be necessary for website functionality, security, navigation, and the delivery of services requested by visitors.

These technologies may operate without consent where permitted by applicable law.

4.3 Analytics Cookies

We use Google Analytics to understand website traffic, visitor behavior, and website performance.

Depending on its configuration, Google Analytics may process IP-related information, browser and device information, page views, referral information, online identifiers, and interaction events.

4.4 Google Tag Manager

We use Google Tag Manager to manage and deploy website tags and related scripts.

Google Tag Manager may facilitate the loading of Google Analytics, Google Ads conversion tracking, Meta Pixel, and other website technologies.

The individual tags may collect or transmit information independently according to their configuration.

4.5 Google Ads Conversion Tracking

We use Google Ads conversion tracking to measure the effectiveness of our advertising campaigns.

This technology may process information concerning website visits, advertising interactions, conversion events, and related identifiers.

Our stated use is conversion measurement, not behavioral retargeting.

4.6 Meta Pixel

We use Meta Pixel for website conversion measurement and advertising performance analysis.

Depending on its configuration, Meta Pixel may transmit information about page views, conversion events, browser information, online identifiers, and other event-related information to Meta.

Our stated use is conversion measurement, not behavioral retargeting or the creation of advertising audiences.

4.7 Managing Cookie Preferences

You may manage your cookie preferences through the Cookiebot consent interface when available.

You may also manage certain cookies through your browser settings.

Blocking certain cookies may affect website functionality.

We will review and maintain our consent-management configuration to ensure that applicable visitor preferences are respected by the technologies operating on our website.

5. LIVE CHAT AND WATI

We use WATI (wati.io) to provide a live-chat widget on our website.

When you interact with the live-chat widget, we and the relevant service provider may process information necessary to facilitate and manage your communication.

This information may include:

Your name, if provided.
Contact details, if provided.
Messages and responses.
Date and time of communications.
Technical information associated with the interaction.
Information necessary to route and respond to your inquiry.

Information submitted through the live-chat widget may be transmitted to WATI for delivery, management, and processing of the conversation.

The information processed, storage arrangements, and retention practices depend on the WATI services and configuration.

5.1 Sensitive Information in Live Chat

Our website live-chat feature is intended for general inquiries and customer communication.

Please do not submit SSNs, TINs, financial account information, passwords, confidential tax records, or other sensitive financial information through live chat.

For sensitive information, please use the authorized client portal or another secure channel designated by FAS CPA & Consultants.

5.2 Communications and Third-Party Processing

Live-chat communications may be processed by the service provider operating the chat functionality.

We will review the applicable provider terms and configuration to determine the extent of any storage, access, monitoring, or additional processing.

Where applicable law requires notice or consent for a particular communication-processing activity, we will provide the required notice and obtain the required consent.

We do not intend to authorize unlawful interception of private communications.

6. THIRD-PARTY SERVICE PROVIDERS

We use third-party service providers to support our website, professional services, communications, analytics, and client-management activities.

These providers may process personal information on our behalf or independently in accordance with their own applicable privacy practices and contractual arrangements.

Our current integrations include:

Google

We use Google services, including Google Tag Manager, Google Analytics, and Google Ads conversion tracking, for tag management, website analytics, and advertising conversion measurement.

Meta

We use Meta Pixel for website conversion measurement and advertising performance analysis.

WATI

We use WATI for our website live-chat functionality and related communication processing.

Zoho

We use Zoho services for email communications and Zoho Projects to support our client portal and client-management activities.

Cookiebot

We use Cookiebot for cookie consent management and visitor privacy preferences.

We may also use website hosting, security, authentication, technical support, and other professional service providers as necessary to operate our business.

The actual information processed by each provider depends on the services enabled and their respective configurations.

We seek to use appropriate contractual, administrative, and technical safeguards when engaging service providers that process personal information.

7. SALE, SHARING, AND ADVERTISING

We do not sell personal information to third parties in exchange for monetary consideration.

We do not use our website tracking technologies for behavioral retargeting, based on our current stated configuration.

Our Google Ads conversion tracking and Meta Pixel integrations are intended for conversion measurement and advertising performance analysis.

However, information transmitted to advertising and analytics providers may qualify as a disclosure, sale, or sharing of personal information under certain privacy laws, depending on the nature of the information, the provider’s role, the applicable contractual terms, and the purposes of processing.

We will assess these activities and provide applicable disclosures and opt-out mechanisms where required.

We do not intentionally use confidential client tax records, SSNs, or TINs for advertising or conversion measurement.

Where applicable law provides a right to opt out of the sale or sharing of personal information or targeted advertising, we will provide and honor the required opt-out mechanisms.

8. SENSITIVE PERSONAL INFORMATION

Certain information we process may qualify as sensitive personal information under applicable privacy laws.

This may include:

Social Security numbers.
Taxpayer Identification Numbers.
Financial account information.
Confidential tax and financial records.
Other sensitive information provided in connection with professional services.

We process such information for purposes including:

Providing accounting, tax planning, auditing, and related services.
Preparing or supporting tax-related work.
Verifying identity where necessary.
Administering client engagements.
Complying with applicable legal and professional obligations.
Protecting against fraud and unauthorized access.
Establishing, exercising, or defending legal claims.

Sensitive financial and tax information is collected through our client portal or other authorized client-service channels.

We do not intentionally use confidential tax and financial information for unrelated advertising purposes.

We seek to restrict access to sensitive information to authorized personnel and service providers who require access for legitimate business or legal purposes.

Where applicable law provides rights concerning the use or disclosure of sensitive personal information, we will honor those rights as required.

9. DATA RETENTION

We maintain a data retention practice under which applicable business, client, accounting, tax, and professional records are generally retained for up to seven (7) years, subject to the nature of the records and applicable legal requirements.

Different categories of information may have different retention periods.

For example:

Client accounting and tax records: generally seven years, subject to applicable legal and professional requirements.
Client engagement and business records: generally seven years, where applicable.
Contact and inquiry information: retained as necessary for business purposes and applicable recordkeeping requirements.
Client portal account information: retained as necessary to administer the account and satisfy applicable obligations.
Live-chat records: retained according to applicable business requirements and provider settings.
Analytics and advertising information: retained according to the relevant service configurations and provider retention settings.
Security and access logs: retained as necessary for security, investigation, and compliance purposes.

We may retain certain information for longer periods when required by law, professional obligations, pending disputes, regulatory requirements, or legitimate legal purposes.

When personal information is no longer required, we will delete, anonymize, or securely dispose of it, subject to applicable legal obligations.

10. DATA SECURITY

We take reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, disclosure, alteration, loss, and destruction.

Depending on the systems and information involved, these measures may include:

Access controls and authentication.
Restrictions on access to confidential client information.
Secure account-management procedures.
Appropriate security configurations.
Monitoring and investigation of suspicious activity.
Use of authorized service providers.
Other safeguards appropriate to the nature of the information.

Access to sensitive client information is intended to be restricted to authorized individuals who need the information for legitimate business purposes.

No electronic system, website, or method of data transmission can be guaranteed to be completely secure.

Clients should use authorized channels when submitting confidential financial and tax information.

If you believe your account or personal information has been compromised, please contact us promptly.

11. CLIENT CONFIDENTIALITY AND PROFESSIONAL OBLIGATIONS

We recognize the confidential nature of information received in connection with accounting, tax planning, auditing, and related professional services.

We handle client information in accordance with applicable laws, professional obligations, engagement agreements, and confidentiality requirements.

We seek to limit access to confidential client information to authorized purposes.

This Privacy Policy does not replace any engagement agreement, confidentiality agreement, professional standard, or separate legal obligation that may provide additional protections.

12. INTERNATIONAL DATA PROCESSING

We provide services to customers in the United States and internationally.

Depending on your location and the service providers involved, personal information may be processed or stored in countries other than your country of residence.

Privacy and data protection laws may differ between jurisdictions.

Where required by applicable law, we will implement appropriate safeguards for international transfers of personal information.

You may contact us if you have questions about the processing or transfer of your information.

13. YOUR PRIVACY RIGHTS

Depending on your place of residence and the laws applicable to our business, you may have certain rights regarding your personal information.

These rights may include:

The right to request access to personal information.
The right to know the categories of personal information collected and disclosed.
The right to request correction of inaccurate information.
The right to request deletion of personal information, subject to applicable exceptions.
The right to receive certain information in a portable format.
The right to opt out of certain sales or sharing of personal information.
The right to opt out of certain targeted advertising activities.
The right to limit certain uses or disclosures of sensitive personal information, where applicable.
The right to withdraw consent where applicable.
The right to appeal certain privacy-request decisions where provided by law.
The right not to be unlawfully discriminated against for exercising applicable privacy rights.

These rights are subject to applicable legal requirements and exceptions.

We may retain information when necessary to comply with legal, tax, accounting, auditing, professional, contractual, or other lawful obligations.

13.1 California Residents

If you are a California resident and the California Consumer Privacy Act, as amended by the California Privacy Rights Act (CCPA/CPRA), applies to our business and processing activities, you may have additional rights concerning your personal information.

These may include:

The right to know and access personal information.
The right to request correction of inaccurate personal information.
The right to request deletion of personal information.
The right to receive certain personal information in a portable format.
The right to opt out of the sale or sharing of personal information, where applicable.
The right to limit certain uses and disclosures of sensitive personal information, where applicable.
The right not to be discriminated against for exercising privacy rights.

Where applicable, we will provide the required disclosures concerning categories of personal information collected, purposes of processing, categories of recipients, retention practices, and available privacy-request procedures.

13.2 Residents of Other U.S. States

Residents of other U.S. states may have privacy rights under applicable state privacy laws.

The availability and scope of those rights depend on the relevant law and whether it applies to our business and processing activities.

13.3 International Visitors

Visitors and clients outside the United States may have additional rights under applicable international data protection laws.

We will evaluate and respond to applicable privacy requests in accordance with the relevant legal requirements.

14. HOW TO SUBMIT A PRIVACY REQUEST

To submit a request concerning your personal information, please contact us:

Email: [email protected]

Mail:

FAS CPA & Consultants P.A.
9000 SW 137 Av, Suite 224
Miami, FL 33186
United States

Please describe your request and provide enough information for us to understand and process it.

We may need to verify your identity before responding to certain requests.

If you submit a request through an authorized representative, we may request evidence of authorization where permitted by law.

We will respond within the timeframes required by applicable law.

If we cannot fulfill a request, we will explain the reason where required and provide information about any available appeal or review procedure.

We will not require unnecessary sensitive information simply to submit a privacy request.

15. EMAIL COMMUNICATIONS AND MARKETING

We may send service-related communications, requested information, newsletters, and marketing messages where permitted by law.

We use Zoho services for email communications and related business processes.

You may unsubscribe from marketing emails using the unsubscribe instructions included in those messages or by contacting us.

Unsubscribing from marketing communications does not necessarily stop essential service-related, transactional, or legally required communications.

16. THIRD-PARTY WEBSITES

Our website may contain links to third-party websites or incorporate third-party services.

Those third parties may have separate privacy policies and data-processing practices.

We are not responsible for the privacy practices of independent third-party websites that we do not control.

We encourage visitors to review the relevant privacy notices before submitting personal information to third-party services.

17. CHILDREN’S PRIVACY

Our website and professional services are not specifically directed to children under 13.

We do not knowingly collect personal information online directly from children under 13 without the consent or authorization required by applicable law.

If you believe a child has provided personal information to us in circumstances requiring parental consent, please contact us so that we can review the matter and take appropriate action.

This provision does not prevent the lawful processing of information about a minor when provided by a parent, guardian, or authorized representative in connection with legitimate professional services.

18. DO NOT TRACK AND GLOBAL PRIVACY CONTROL

Some browsers and privacy tools provide signals intended to communicate a user’s tracking preferences.

Where required by applicable law, we will recognize and honor supported opt-out preference signals, including Global Privacy Control (GPC), for the processing activities to which those signals apply.

The handling of these signals depends on applicable law and the configuration of our website and consent-management technologies.

A browser’s Do Not Track setting may not be interpreted consistently across all technologies.

19. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our services, data practices, technologies, or legal obligations.

When we make changes, we will update the Effective Date or Last Updated date displayed at the beginning of this policy.

Where required by applicable law, we will provide additional notice or obtain consent before implementing material changes to our data practices.

We encourage you to review this Privacy Policy periodically.

20. CONTACT US

If you have questions about this Privacy Policy, our data practices, or your privacy rights, please contact: