Privacy Policy
How we handle information collected through this website, and how that differs from the confidentiality protections that apply to our clients.
Last updated: July 18, 2026
Clarke CPA Group ("we," "us," or "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have.
Client information is separate. Information you provide to us as a client during a professional engagement is governed by our engagement letter and by the confidentiality obligations that apply to certified public accountants, including the restrictions on the disclosure and use of tax return information under Internal Revenue Code Section 7216. This website policy does not replace or limit those protections.
Information We Collect
Information you provide
When you submit our contact form, we collect the information you enter: your first and last name, email address, phone number (if provided), the service you select, and the contents of your message. Submissions are processed and temporarily stored by our website host, Netlify, before being delivered to us. We use this information only to respond to your inquiry.
Information collected automatically
Like most websites, our web server records standard technical information when you visit, which may include your IP address, browser type, device type, referring page, and the pages you view. This information is used for security and to understand general site usage.
Cookies and Similar Technologies
This website does not set its own advertising or tracking cookies. However, certain third-party services we use may set cookies or collect technical data:
- Netlify hosts this website and processes contact form submissions on our behalf. Form data is transmitted to and stored by Netlify before reaching us, and Netlify records standard technical information about site visits. Its use is subject to the Netlify Privacy Policy.
- Google Fonts delivers the typefaces used on this site, which involves a request to Google servers.
- Google Maps displays our office location on the contact page.
Most browsers let you refuse or delete cookies through their settings. Doing so may affect how parts of this site function.
How We Use Your Information
- To respond to inquiries and schedule consultations
- To provide and administer our professional services
- To maintain the security and proper functioning of this website
- To comply with our legal, regulatory, and professional obligations
How We Share Information
We do not sell your personal information. We do not rent or trade it, and we do not share it for third-party marketing purposes.
We may share information only in these limited circumstances:
- With service providers who support our operations (for example, email hosting, our secure client portal, or website hosting), who are obligated to protect it
- When required by law, subpoena, court order, or regulatory authority
- With your consent or at your direction
Third-Party Links
This site links to third-party services, including our secure client portal hosted by SmartVault. Those services operate under their own privacy policies, and we are not responsible for their practices. We encourage you to review them.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect information in our care, including encrypted transmission of website traffic and a secure portal for the exchange of sensitive documents. Please do not send tax documents, Social Security numbers, financial account numbers, or other sensitive information through the website contact form or ordinary email. Use the client portal instead.
No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Data Retention
We keep website inquiries only as long as needed to respond and to maintain reasonable business records. Client records are retained according to our professional record-retention obligations and any applicable legal requirements.
Your Choices and Rights
You may contact us at any time to ask what personal information we hold about you, request correction of inaccurate information, or request deletion of information we are not required to keep.
California residents may have additional rights under California privacy law, including rights to know, delete, and correct personal information, and the right not to be discriminated against for exercising those rights. To make a request, contact us using the details below. We will verify your identity before responding to any request.
Children's Privacy
This website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this policy from time to time. The revised version will be posted here with an updated date. Material changes will be reflected in that date, and continued use of the site after an update constitutes acceptance of the revised policy.
Contact Us
Questions about this policy or about how we handle your information:
Clarke CPA Group
915 Highland Pointe Dr, Ste 250
Roseville, CA 95678
(916) 476-6578
info@clarkecpagroup.com