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Privacy Policy

Effective Date: July 1, 2026

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Harper and Harper CPAs ("we," "us," or "our") operates the website harper-cpa.com (the "Site") and provides accounting, tax, and advisory services to clients in person and virtually. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our Site, contact us, or become a client.

By using our Site or services, you agree to the terms of this Privacy Policy.

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1. Information We Collect

We may collect the following types of information:

  • Contact Information: Name, email address, phone number, and mailing address (e.g., when you fill out a contact form, schedule a consultation, or become a client).

  • Financial and Tax Information: Information you provide to us in connection with tax preparation, accounting, or advisory services.

  • Communications: Records of emails, phone calls, and text messages exchanged with us.

  • Automatically Collected Information: When you visit our Site, we may automatically collect information such as your IP address, browser type, and pages visited, typically through cookies or similar technologies.

2. How We Use Your Information

We use the information we collect to:

  • Provide tax, accounting, and advisory services

  • Communicate with you about your account, appointments, or inquiries — including by phone, email, or SMS text message

  • Respond to inquiries and provide client support

  • Improve our Site and services

  • Comply with legal and professional obligations

3. SMS/Text Messaging

If you text us or provide your phone number and consent to text communication, you may receive SMS messages from us related to your inquiry or service request. Message frequency varies, and message and data rates may apply. You may opt out at any time by replying STOP, or reply HELP for assistance. Full details are available in our SMS Terms & Conditions.

We do not share your mobile phone number, or any personal information collected through text messaging, with third parties for marketing purposes.

4. How We Share Your Information

We do not sell your personal information. We may share your information with:

  • Service Providers: Third parties who help us operate our practice (e.g., practice management software, client portal, payment processing), who are contractually obligated to protect your information.

  • Legal and Regulatory Requirements: If required by law, regulation, subpoena, or professional standards applicable to CPAs.

We do not share your personal information, including your phone number, with third parties for marketing purposes. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Cookies and Tracking Technologies

Our Site may use cookies or similar technologies to improve your browsing experience and understand how visitors use our Site. You can control cookies through your browser settings.

6. Data Security

We take reasonable steps to protect client and financial information from unauthorized access, use, or disclosure, consistent with professional standards for CPA firms. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

7. Your Choices and Rights

  • You may opt out of SMS messages at any time by replying STOP.

  • You may opt out of promotional emails by using the unsubscribe link in any email.

  • You may request access to, correction of, or deletion of your personal information (subject to our recordkeeping obligations as a CPA firm) by contacting us at info@harper-cpa.com.

8. Children's Privacy

Our Site and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

10. Contact Us

If you have questions about this Privacy Policy or how we handle your information, contact us at:

Harper and Harper CPAs 334-682-4173 info@harper-cpa.com

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