Effective Date: December 2021
Momentum CPAs & Advisors (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us through momentumcpas.com (the “Website”). This Privacy Policy explains how we collect, use, disclose, and safeguard your information.
Information We Collect
We may collect personal information that you voluntarily provide to us, including but not limited to:
- Name
- Email address
- Phone number
- Business name
- Information submitted through contact forms, scheduling tools, or inquiries
We may also automatically collect certain information when you visit the Website, such as:
- IP address
- Browser type
- Device information
- Pages visited and time spent on the Website
This information is collected through cookies, analytics tools, and similar technologies.
How We Use Your Information
We use the information we collect to:
- Respond to inquiries and communicate with you
- Provide and improve our services
- Schedule consultations or appointments
- Maintain internal records
- Analyze website usage and performance
- Comply with legal or regulatory obligations
We do not sell your personal information.
Cookies and Tracking Technologies
Our Website may use cookies and similar tracking technologies to enhance user experience and analyze site traffic. You may choose to disable cookies through your browser settings; however, doing so may limit certain functionality of the Website.
We may use third-party analytics services (such as Google Analytics or Google Ads conversion tracking) to understand how visitors interact with the Website.
Disclosure of Information
We may share your information only in the following circumstances:
- With service providers who assist in operating our Website or business (subject to confidentiality obligations)
- To comply with applicable laws, regulations, or legal processes
- To protect our rights, property, or safety, or that of others
We do not disclose or sell personal information to third parties for marketing purposes.
Data Security
We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Professional Confidentiality
Any information shared with us in the course of a client relationship may also be subject to professional confidentiality obligations applicable to certified public accountants, in addition to this Privacy Policy.
Your Choices
You may contact us at any time to:
- Request access to your personal information
- Request correction or deletion of your information
- Ask questions about how your information is used
Third-Party Links
Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party websites you visit.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of the Website after changes are posted constitutes acceptance of the revised policy.
Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
Momentum CPAs & Advisors LLC
Website: https://www.momentumcpas.com
Email: contactus@momentumcpas.com
Phone: (801) 289-6225 or (573) 537-1213
