Privacy Policy

Information we collect

Information you give us. When you submit a contact form, request a consultation, or email us through the Site, we collect the information you choose to provide. This typically includes your name, company, email address, phone number, and whatever you write in the message field.

Information collected automatically. Like most websites, ours automatically records certain technical information when you visit, including your IP address, browser type, device type, operating system, referring page, pages viewed, and the dates and times of your visits.

Cookies and similar technologies. We use cookies and comparable technologies to operate the Site, remember preferences, and understand how visitors use our pages. Most browsers let you refuse or delete cookies. Some parts of the Site may not function properly if you do.

How we use information

We use the information described above to:

• Respond to your inquiry
• Provide and improve our services
• Operate, maintain, and secure the Site
• Understand how the Site is used so we can make it better
• Communicate with you about our firm, where you have asked us to
• Comply with legal, regulatory, and professional obligations

What we do not do

We do not sell your personal information. We do not rent or trade it. We do not share it with third parties for their own marketing purposes.

When we share information

We share information only in these circumstances:

• Service providers. We use third parties to host the Site, deliver email, and operate our client portal. They receive only what they need to perform those functions and are obligated to protect it.
• Professional advisors. Our own attorneys, accountants, and insurers, where necessary.
• Legal requirements. Where required by law, regulation, subpoena, court order, or other legal process, or to protect our rights, safety, or property.
• Business transfer. In connection with a merger, acquisition, or sale of assets, subject to appropriate protections.

Third-party services we use

The Site uses the following third-party services, each with its own privacy practices:

• Pressable for website hosting
• CPA Site Solutions (securefirmportal.com) for our secure client portal

Our Client Portal

Our Client Portal is a secure environment for exchanging documents and information with clients. It is hosted at securefirmportal.com and provided by CPA Site Solutions, not by Incorvaia. Your use of the portal is subject to CPA Site Solutions' own terms and privacy policy. Access is limited to authorized users. Do not share portal credentials.

Important: contacting us through this Site

Submitting a form or sending an email through this Site does not create a client relationship with Incorvaia CPA's & Advisors. A professional relationship begins only when we and you have both signed an engagement letter.

Please do not send confidential, sensitive, or financial information through the Site's contact form or by unencrypted email. That includes Social Security numbers, taxpayer identification numbers, bank or account numbers, financial statements, and tax documents. Once we have established a relationship, use our Client Portal for secure document exchange.

Information you send us before an engagement exists may not be protected by professional confidentiality obligations and may not be treated as confidential.

Data security

We maintain administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, alteration, and destruction. These include access controls, encryption in transit, secure hosting, and periodic review of our practices.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Data retention

We keep information collected through the Site for as long as needed for the purposes described in this policy, and thereafter as required by law, regulation, and professional record-retention obligations. Retention of client records is governed separately by our engagement terms and applicable professional standards.

Your choices

• Email. You may opt out of non-essential emails from us at any time using the unsubscribe link, or by contacting us directly. We may still send you communications related to an active engagement.
• Cookies. You may control cookies through your browser settings.
• Access and correction. You may contact us to ask what information we hold about you or to correct it. We will respond consistent with applicable law and our professional obligations.

Do Not Track

Some browsers offer a "Do Not Track" signal. There is no common industry standard for responding to it, and the Site does not currently respond to those signals.

Children's privacy

The Site is intended for business audiences and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, contact us and we will delete it.

Links to other sites

The Site may link to third-party websites, including LinkedIn and our client portal provider. We are not responsible for their content or privacy practices. Review their policies before providing information.

Changes to this policy

We may update this policy from time to time. When we do, we will revise the effective date above. Material changes will be noted on this page. Your continued use of the Site after an update means you accept the revised policy.

Contact us

Questions about this policy can be directed to:

Incorvaia CPA's & Advisors

380 North Broadway, Suite 408

Jericho, NY 11753

516-942-7600

anthony@incorvaiallp.com