Privacy Policy

Last updated: January 2025

Milton J. Pirsos, CPA ("we," "our," or "the firm") is committed to protecting the privacy and confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, and protect information gathered through our website at miltonjpirsoscpa.com.

1. Information We Collect

We may collect the following types of information when you interact with our website:

• Contact information: Name, email address, phone number when you submit our contact form
• Service inquiries: Information you provide about the services you are seeking
• Chat conversations: Messages exchanged through our AI chat assistant
• Usage data: Pages visited, browser type, and general geographic location (collected automatically by analytics tools)

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Provide the accounting, tax, and payroll services you request
• Communicate important updates or deadlines relevant to your situation
• Improve our website and service offerings

We do not sell, rent, or share your personal information with third parties for marketing purposes.

3. CPA Confidentiality

As a licensed Certified Public Accountant, Milton J. Pirsos is bound by professional standards of confidentiality under New York State CPA licensing requirements and the AICPA Code of Professional Conduct. All client financial information is treated with the strictest confidentiality.

4. Secure Client Portal

Document exchange with our firm is conducted through an encrypted, secure client portal provided by AccountantsOffice. We do not transmit sensitive financial documents via unencrypted email.

5. Cookies and Analytics

Our website may use cookies and Google Analytics to understand how visitors use the site. This information is aggregated and anonymous. You can disable cookies in your browser settings without affecting your ability to use our website.

6. Data Retention

We retain contact form submissions and chat logs for internal business purposes. Client tax and financial records are retained in accordance with IRS and New York State record-keeping requirements (generally 7 years).

7. Your Rights

You may request that we delete personal information you have submitted through our contact form by contacting us at the information below. Note that we are required to retain certain records as required by law and professional standards.

8. Third-Party Links

Our website may contain links to third-party services (such as our secure client portal). We are not responsible for the privacy practices of those services and encourage you to review their privacy policies.

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.