Privacy Policy

1. Introduction

Dattani & Partners CPA LLC (“DPCPA LLC,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our website at dpcpallc.com (the “Site”), when you engage our professional services, or when you otherwise interact with us.

As a certified public accounting firm, we are bound by professional standards of confidentiality and applicable laws regarding the handling of client and visitor information. This policy applies to all information we collect through the Site, email, phone, or in person in connection with our services.

2. Information We Collect

We may collect the following categories of information:

• Contact and identification information: Name, email address, phone number, mailing address, and similar details you provide when you fill out our contact form, request a consultation, or subscribe to our newsletter.
• Professional and financial information: When you become a client, we may collect information necessary to provide our services, such as tax identification numbers, financial records, business details, and other data required for tax preparation, accounting, bookkeeping, payroll, or advisory services. This information is collected with your consent and in accordance with our engagement agreements.
• Usage and technical information: When you visit our Site, we may automatically collect information such as IP address, browser type, device type, pages visited, referring URL, and date and time of access. We may use cookies and similar technologies as described in Section 8.
• Communications: Records of correspondence when you contact us by email, phone, or through the Site.

We do not sell your personal information to third parties for marketing or other purposes.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our professional services.
• Respond to your inquiries and provide customer support.
• Send you newsletters, updates, and marketing communications where you have opted in (you may unsubscribe at any time).
• Comply with legal, regulatory, and professional obligations, including responding to lawful requests from authorities.
• Protect the security and integrity of our systems and services.
• Analyze Site usage to improve user experience and our services.

4. Legal Basis and Consent

We process your personal information based on your consent (e.g., when you submit a contact form or subscribe to our newsletter), to perform a contract with you (e.g., when you engage our services), to comply with legal obligations, and for our legitimate interests (e.g., improving our services and protecting our business). Where required by law, we will obtain your explicit consent before collecting or using sensitive information. You may withdraw consent for marketing communications at any time by clicking “unsubscribe” in our emails or contacting us.

5. Disclosure and Sharing of Information

We may share your information only in the following circumstances:

• Service providers: With trusted third parties who assist us in operating our Site and business (e.g., hosting, email delivery, analytics). These providers are contractually required to protect your information and use it only for the purposes we specify.
• Professional and legal obligations: When required by law, court order, or regulatory authority, or when necessary to protect our rights, your safety, or the public.
• With your consent: When you have given us permission to share your information (e.g., with another professional advisor).

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include secure transmission (e.g., HTTPS), access controls, and confidentiality practices consistent with professional standards for CPA firms. No method of transmission over the Internet or electronic storage is 100% secure; we encourage you to use strong passwords and to avoid sending highly sensitive data through unsecured channels. If you have concerns about a specific communication method, please contact us to arrange a more secure option.

7. Data Retention

We retain your information only for as long as necessary to fulfill the purposes described in this policy, to comply with legal and professional retention requirements (including tax and accounting record retention rules), and to resolve disputes and enforce our agreements. When information is no longer needed, we securely delete or anonymize it in accordance with our internal policies.

8. Your Rights

Depending on your location, you may have the right to:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request correction of inaccurate or incomplete information.
• Deletion: Request deletion of your personal information, subject to legal and professional retention requirements.
• Opt-out of marketing: Unsubscribe from newsletters and marketing emails at any time.
• Do Not Sell: We do not sell personal information; if that changes, we will provide a way to opt out where required by law.

To exercise these rights, please contact us using the details in Section 12. We will respond in accordance with applicable law. Residents of certain states (e.g., California, Virginia) may have additional rights under state privacy laws; we will honor those rights where applicable.

9. Cookies and Tracking Technologies

Our Site may use cookies and similar technologies (e.g., pixels, local storage) to remember preferences, analyze Site traffic, and improve your experience. We may work with analytics providers (such as Google Analytics) that use cookies to collect usage data. You can control cookies through your browser settings; disabling cookies may affect certain features of the Site. Where required by law, we will obtain your consent before using non-essential cookies.

10. Children’s Privacy

Our Site and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us and we will take steps to delete such information.

11. International and U.S. State Considerations

Our firm is located in the United States (Jersey City, New Jersey). If you access our Site or provide information from outside the United States, your information may be transferred to and processed in the United States. By using our Site or services, you consent to such transfer. We comply with applicable U.S. federal and state privacy laws. Residents of California and other states with specific privacy laws may have additional rights as described in Section 8 or as required by those laws.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the revised policy on this page and update the “Last updated” date. Material changes may be communicated by email or a notice on our Site. We encourage you to review this policy periodically. Your continued use of the Site or our services after changes constitutes acceptance of the updated policy, except where further consent is required by law.

13. Contact Us

If you have questions about this Privacy Policy, wish to exercise your privacy rights, or have a complaint about our handling of your information, please contact us: