Terms and Conditions

Disclaimer

This site provides educational information only and does not constitute professional tax advice. You should not act or rely on any of the information contained on this site without seeking professional tax advice. Downloading information does not constitute a client relationship. The Tara CPA Firm is not liable for any losses or damages related to actions or failure to act related to the content, downloads, or resources made available on or through this website.

Privacy Policy

The Tara CPA Firm, LLC

PO Box 74461

Metairie, LA 70006

This website is owned and operated by The Tara CPA Firm LLC. If you require any more information or have any questions about our privacy policy, please feel free to contact us by email at [email protected]

At taracpafirm.com, the privacy of our visitors is of extreme importance to us. This privacy policy document outlines the types of personal information that is received and collected by taracpafirm.com and how it is used.

Information We Collect

We collect personal information in the following ways:

Information you provide directly, which may include:

• Your name and email address (when you subscribe to our email list, download a resource, or fill out a contact form)

• Any additional information you choose to share when reaching out to us via email or our website forms

We will not associate any data gathered from this site with any Personally Identifiable Information from any source, unless you explicitly submit that information via a fill-in form on our website.

Information collected automatically when you visit our website, including:

• IP address

• Browser type and version

• Internet Service Provider (ISP)

• Referring and exit pages

• Date and time of your visit

• Number of clicks and pages viewed

Information collected through our client portal (existing clients only):

• Any documents, financial records, or communications you submit through TaxDome as part of our professional services relationship

We do not collect payment information directly through this website. Any payments processed in connection with our services are handled through third-party payment processors, and we do not store your payment details.

How We Use Your Information

We use the information we collect for the following purposes:

To communicate with you, including:

• Responding to inquiries submitted through our contact form or email

• Sending you resources, freebies, or lead magnets you've requested

• Delivering marketing emails, newsletters, and promotional content you've opted into

To provide and manage our services, including:

• Onboarding and communicating with clients through TaxDome

• Processing payments for our services through Stripe

• Delivering digital products or program access purchased through our website

To improve our website and marketing, including:

• Analyzing how visitors use our site through Google Analytics

• Understanding which content and resources resonate with our audience

• Improving the overall experience of visiting taracpafirm.com

To comply with legal and professional obligations, including:

• Maintaining records as required by applicable law

• Fulfilling our duties as a licensed CPA firm

We do not use your personal information for any purpose beyond what is described above without your explicit consent.

Who We Share Your Information With

We do not sell your personal information. We share your information only with trusted third-party service providers who help us operate our website and deliver our services. These providers are authorized to use your information only as necessary to perform services on our behalf.

Google Analytics We use Google Analytics to analyze website traffic and visitor behavior. Google may receive your IP address and browsing data through cookies placed on your device. Google's privacy policy can be found at policies.google.com/privacy.

GoHighLevel We use GoHighLevel to manage our email marketing, lead magnet delivery, and digital product purchases. When you subscribe to our email list, download a freebie, or purchase a product through our website, your name and email address are stored and processed within GoHighLevel.

TaxDome We use TaxDome as our secure client portal for existing clients only. Any documents, financial records, or communications shared through TaxDome are governed by TaxDome's privacy policy in addition to our own.

Stripe We use Stripe to process payments for our services. When you make a purchase, your payment information is submitted directly to Stripe and is never stored by The Tara CPA Firm. Stripe's privacy policy can be found at stripe.com/privacy.

We do not share your personal information with any other third parties except where required by law or professional obligation.

Cookies and Web Beacons

taracpafirm.com does not use cookies unless specifically for internal analytical purposes.

How to Request or Delete Your Data

You have the right to request access to, correction of, or deletion of any personal information we hold about you. To submit a request, please contact us at:

The Tara CPA Firm, LLC PO Box 74461 Metairie, LA 70006 [email protected]

We will respond to all requests within 30 days. Please note that certain information may be exempt from deletion requests where we are required to retain it by law or professional obligation — for example, records related to tax filings or client engagements.

Email subscribers may request removal from our marketing list at any time by:

• Using the unsubscribe link at the bottom of any marketing email, or

• Contacting us directly at [email protected]

We use TaxDome for client communications. If you are a client and have an issue with your email communication, please reach out to us at [email protected].

Website visitors who wish to limit data collected automatically (such as through Google Analytics) may do so by adjusting their browser's cookie settings or using a browser plugin such as the Google Analytics Opt-Out Browser Add-On, available at tools.google.com/dlpage/gaoptout.

Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information. We are committed to honoring those rights and responding to any requests in a timely manner.

California Residents (CCPA/CPRA)

If you are a California resident, you have the right to:

• Know what personal information we collect, use, disclose, and sell about you

• Delete personal information we have collected from you (subject to certain exceptions)

• Correct inaccurate personal information we hold about you

• Opt out of the sale or sharing of your personal information — note that we do not sell or share your personal information with third parties for their direct marketing purposes

• Non-discrimination — we will not discriminate against you for exercising any of your rights under California law

To submit a request, please contact us at [email protected]. We will respond within 45 days of receiving your request.

European Residents (GDPR)

If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, you have the right to:

• Access the personal information we hold about you

• Rectify inaccurate or incomplete personal information

• Erase your personal information ("right to be forgotten"), subject to certain conditions

• Restrict the processing of your personal information

• Object to the processing of your personal information

• Data portability — request a copy of your personal information in a structured, machine-readable format

• Withdraw consent at any time where processing is based on your consent, without affecting the lawfulness of processing before withdrawal

We process personal information only where we have a lawful basis to do so, including where it is necessary to provide our services, where we have your consent, or where we have a legitimate interest that is not overridden by your rights.

If you are located in the EEA and have concerns about how we handle your personal information, you have the right to lodge a complaint with your local data protection authority.

To exercise any of these rights, please contact us at [email protected]. We will respond within 30 days of receiving your request.

Our Policy on Data Selling and Third-Party Collection

We do not sell, rent, or trade your personal information to any third party for their own marketing or commercial purposes — ever.

We do not allow third-party advertisers to collect data about our visitors through this website. At this time, taracpafirm.com has no active advertising partners.

The only third parties who may collect or receive data in connection with your visit to our website are those listed in the "Who We Share Your Information With" section above — specifically Google Analytics, GoHighLevel, TaxDome, and Stripe — and only to the extent necessary to perform services on our behalf.

If this changes in the future, we will update this Privacy Policy accordingly and notify you where required by law.

All Visitors

Regardless of your location, you may contact us at any time to:

• Ask what personal information we hold about you

• Request that we correct or delete your information

• Opt out of marketing communications (you may also use the unsubscribe link in any marketing email)

We will do our best to honor all requests promptly and transparently.