Privacy Policy
Effective Date: February 6, 2025

David Roof, CPA ("we," "us," "our") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your information when you visit our website and engage with our services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, mailing address, and other identifying details provided by you.

  • Financial Information: Payment details and financial data relevant to our accounting and compliance services.

  • Technical Information: IP address, browser type, operating system, and usage data through cookies and analytics tools.

  • Mobile Opt-In: will not be shared with third parties.

2. How We Use Your Information

We use the collected information to:

  • Provide accounting, compliance, and financial reporting services.

  • Communicate with you regarding your inquiries, services, and updates.

  • Maintain security and improve our website’s functionality.

  • Comply with legal, regulatory, and professional obligations.

3. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share your data only with prior written approval:

  • Service providers assisting in our operations, under confidentiality agreements.

  • Legal and regulatory authorities when required by law.

  • Third parties in the event of a business transfer or merger.

4. Data Security

We implement industry-standard security measures to protect your data. However, no online transmission is completely secure, and we encourage you to take precautions when sharing sensitive information.

5. Your Rights and Choices

Depending on applicable laws, you may have rights to:

  • Access, update, or delete your personal information.

  • Opt out of communications.

  • Restrict or object to certain data processing activities.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance website performance and analyze traffic. You can manage your cookie preferences through your browser settings.

7. Third-Party Links

Our website may contain links to external sites. We are not responsible for their privacy practices and encourage you to review their policies.

8. Changes to This Policy

We may update this Privacy Policy periodically. The latest version will be posted on our website with the effective date.

9. Contact Us

If you have questions about this Privacy Policy or your data, please contact us at: David Roof, CPA
321 3rd Ave S.

10. Mobile Information

We do not share your mobile information with third parties for any purposes. You may opt out of any future communications at any time by replying ‘STOP’ to any message received. We conduct reviews periodically to verify and prevent any unauthorized sharing of user data.

Clear Lake, SD 57226
droof@davidroofcpa.com
(315) 741-5412