Legal

Privacy Policy

This Privacy Policy outlines our policies and procedures for collecting, using, and disclosing your information when you interact with Peter Holtz CPA, including when you use our website, client portal, or engage our services. This Privacy Policy applies to all individuals who interact with Peter Holtz CPA, including clients, website visitors, and individuals who contact us for information.

SMS Consent

SMS opt-in and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

To Our Clients

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations.

Types of Data Collected

We may collect the following types of information:

Personal Data

While using Our Service, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You. Personally identifiable information may include, for example:

Provided by You: when you interact with us, we may collect personal information you provide, such as:

Contact Information: Name, email address, phone number, mailing address

Financial Information: Income, expenses, assets, liabilities, bank account information

Tax Information: Social Security Number, tax return documents (W-2s, 1099s, etc.)

Financial Planning Information: Investment goals, risk tolerance, retirement plans

Business Information: Company name, industry, financial statements, employee information

Collected Automatically: When you visit our website or use our online services, we may automatically collect certain information, such as:

Device Information: IP address, browser type, operating system, device type

Usage Data: Website browsing history, pages visited, time spent on pages

Data Collection Methods

We collect personal information through various methods, including:

Forms: We collect information directly from you through forms on our website, such as client intake forms, engagement letters, and contact forms.

Emails: We collect information through email communications, such as inquiries, responses to our communications, and appointment scheduling.

Phone Calls: We may collect information during phone calls, such as inquiries, consultations, and service updates.

SMS: We collect information through SMS messages, including appointment confirmations, service updates, and inquiries.

Note

Phone numbers collected with SMS consent will not be shared with third parties or affiliates for rent or marketing purposes under any circumstances.

Usage Data

We automatically collect certain information when you use our Service, such as:

Device Information: Your IP address, browser type, operating system, and device identifiers.

Usage Information: Pages visited, time spent on our website, and how you navigate our Service.

Technical Information: Information collected through cookies and similar technologies.

Use of Your Personal Data

We use your personal and business information to:

Prepare your personal and business tax returns

Provide tax and financial planning services at your request

Comply with tax laws and regulations

Improve our services to better meet your needs

Conduct audits and reviews of your financial statements

We may disclose your personal and business information in the following situations:

Authorized third-party service providers who assist us with our services

Government agencies as required by law

Other relevant parties with your consent

Confidentiality & Data Protection

The CPA/Client relationship is one of mutual trust and confidence. Peter Holtz CPA, Inc. shall not disclose any Client’s confidential information without the prior written consent of the Client, except under the circumstances specifically enumerated in Title 16, California Code of Regulation §54.1(a)(1)-(7), and in compliance with IRS Section 7216 and the AICPA’s revised confidentiality rules.

If we need to share any information with third parties, we will first obtain your explicit consent and explain the nature of the disclosure. We are committed to maintaining the highest standards of confidentiality and will take all necessary steps to protect your data.

Compliance with AICPA Revised Confidentiality Rules

As required by the AICPA Code of Professional Conduct, Peter Holtz CPA, Inc. is also obligated to maintain the confidentiality of all client information. The firm will not disclose client information to third parties without prior consent, except as necessary to carry out professional services or when required by law.

The disclosure of confidential information will be permitted only under the following circumstances, as outlined in California Code of Regulation §54.1(a)(1)-(7), IRS Section 7216, and AICPA’s Code of Professional Conduct:

When required by law or regulation.

When necessary, provide professional services to the client.

When the client has provided prior written consent to the disclosure.

Any disclosure made under these circumstances will be handled with the utmost care to maintain the confidentiality of the client’s information.

Retention of Your Personal Data

The Company will retain Your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use Your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

The Company will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of Our Service, or We are legally obligated to retain this data for longer time periods.

Changes to this Privacy Policy

We may update Our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Contact Us

If you have any questions about this Privacy Policy, You can contact us:

By visiting this page on our website: https://www.peterholtzcpa.com/

Questions about this page

Peter Holtz CPA, Inc. Call (209) 941-0189 or (866) 445-0595 toll free, or send us a message.

The tax savings

The confidentiality is standard. The savings are not.

We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.

Based on the returns we review. What any individual business saves depends on its own circumstances.