Privacy Policy

Moore CPA & Associates, PLLC (“Moore CPA,” “we,” “us,” or “our”) respects the privacy of our clients, prospective clients, website visitors, and business contacts. This Privacy Policy explains how we collect, use, protect, and disclose personal information in connection with our accounting, tax, advisory, bookkeeping, payroll, and related professional services, as well as our website and client communications.

Information We Collect

Depending on your relationship with us and the services requested, we may collect:

• Contact information, such as your name, business name, mailing address, email address, and telephone number.
• Identification information, such as date of birth, Social Security number, taxpayer identification number, driver’s license or other government-issued identification, and banking information.
• Financial, tax, payroll, accounting, business, and transaction information.
• Information necessary to provide requested professional services, including information about owners, employees, dependents, vendors, contractors, and other individuals connected to your business or tax matters.
• Information submitted through our website, client portal, email, telephone, forms, scheduling tools, or social-media pages.
• Limited technical information when you use our website, such as IP address, device or browser information, and website activity collected through cookies or similar technologies.

We may receive information directly from you, your authorized representatives, government agencies, financial institutions, payroll providers, accounting platforms, or other third parties you authorize to provide information to us.

How We Use Information

We may use personal information to:

• Provide accounting, tax, bookkeeping, payroll, advisory, and other requested services.
• Communicate with you about your engagement, appointments, invoices, documents, or questions.
• Verify identity, prevent fraud, protect our firm and clients, and comply with legal and professional obligations.
• Maintain client records, administer billing, and manage our business operations.
• Improve our services, website, and client experience.
• Send service-related notices and, where permitted, information about services that may be relevant to you. You may opt out of marketing emails at any time by using the unsubscribe link or contacting us.

Tax Return Information

Tax return information is treated with heightened confidentiality. We do not use or disclose tax return information except as permitted or required by law, including Internal Revenue Code Section 7216, applicable Treasury regulations, and your engagement with us.

When consent is required to use or disclose tax return information for a purpose outside permitted tax preparation activities, we will seek your consent in the form required by applicable law. We will not condition tax preparation services on your agreement to a use or disclosure that requires consent.

How We Share Information

We do not share, sell, or rent customer personal information or mobile phone numbers with third parties or affiliates for marketing or promotional purposes. We do not share personal information for cross-context behavioral advertising or targeted advertising.

We may disclose personal information only as reasonably necessary to:

• Provide the services you request.
• Work with trusted service providers that support our operations, such as secure client portals, document storage, tax software, payroll platforms, payment processors, technology providers, and professional advisors.
• Comply with legal, regulatory, professional, court, subpoena, licensing, or governmental requirements.
• Protect the rights, safety, property, confidentiality, or security of our firm, clients, or others.
• Complete a business transaction, such as a merger, acquisition, reorganization, or sale of firm assets, subject to appropriate confidentiality protections.
• Share information at your direction or with your authorization.

Our service providers are expected to protect confidential information and use it only for authorized purposes.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure. These measures may include access controls, secure systems, encryption where appropriate, employee confidentiality obligations, and vendor oversight.

No method of electronic transmission or storage is completely secure. Please do not send highly sensitive information through unsecured email unless we specifically instruct you to do so. When available, use our secure client portal to transmit tax documents, identification documents, financial records, and other confidential information.

Data Retention

We retain personal information for as long as reasonably necessary to provide services, comply with legal, tax, professional, contractual, and record-retention obligations, resolve disputes, and enforce agreements. Client documents may be retained in accordance with our engagement terms and records-retention practices, generally for at least seven years after the applicable engagement or filing period, unless a longer period is required or appropriate.

Your Privacy Choices and Rights

You may request access to, correction of, or deletion of certain personal information we maintain about you, subject to applicable legal, professional, tax, security, and record-retention requirements.

Texas residents may have additional rights under applicable law, including the right to:

• Confirm whether we process their personal data.
• Access personal data we hold about them.
• Correct inaccuracies in certain personal data.
• Request deletion of certain personal data.
• Appeal a decision regarding a privacy request.
• Opt out of certain processing, such as targeted advertising, the sale of personal data, or certain profiling. Moore CPA does not sell personal data or use it for targeted advertising.

To submit a request, contact us using the information below. We may need to verify your identity before fulfilling a request. If we deny a request, you may appeal by replying to our decision with the subject line “Privacy Request Appeal.”

Certain information may be exempt from deletion or other requests because we are required to retain it under tax, accounting, legal, regulatory, security, or professional obligations.

Cookies and Website Technologies

Our website may use cookies and similar technologies to support functionality, security, analytics, and user experience. You can usually control cookies through your browser settings. Disabling cookies may affect certain website features.

Third-party websites, platforms, or services linked from our website have their own privacy practices. We are not responsible for the privacy practices or content of those third parties.

Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children through our website without appropriate authorization.

Changes to This Policy

We may update this Privacy Policy from time to time. The revised version will be posted on our website with an updated effective date. Your continued use of our website or services after an update is subject to the revised policy.

Contact Us

For questions, privacy requests, or concerns, please contact:

Moore CPA & Associates, PLLC
6565 N. MacArthur Blvd., Suite 225
Irving, Texas 75039
Phone: 469-472-2898
Email: privacy@moorecpapllc.com
Website: www.moorecpapllc.com