Privacy Policy
1. Introduction
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Abuan CPA Corp. is committed to protecting your personal information and safeguarding the confidentiality of all taxpayer data. This Privacy Policy describes how we collect, use, store, and protect your information when you use our website, services, client portal, and communication tools.
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We adhere to federal and state privacy laws, including the Gramm‑Leach‑Bliley Act (GLBA), the FTC Safeguards Rule, IRC §7216, and the California Consumer Privacy Act (CCPA).
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By using our website or services, you agree to the terms of this Privacy Policy.
2. Information We Collect
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a. Information You Provide to Us
We collect information you voluntarily provide, including:
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Name, address, email, and phone number
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Tax documents and financial records
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Identification information for tax filing
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Business and payroll information (if applicable)
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Information submitted through our contact forms or client portal
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b. Information Collected Automatically
When you use our website, we may collect:
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IP address
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Browser type and device information
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Website usage analytics
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Cookies or similar tracking technologies (non‑marketing)
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c. Information From Third Parties
We may receive information from:
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TaxDome (secure client portal)
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Payment processors
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IRS and state tax authorities (in connection with tax filings)
3. How We Use Your Information
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We use your information only for legitimate business purposes, including:
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Preparing and filing your tax returns
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Providing accounting and advisory services
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Complying with federal and state tax laws
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Communicating with you regarding your account
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Maintaining security and fraud prevention
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Operating and improving our website and services
We do not sell, rent, or use your information for unrelated marketing.
Any use of tax return information beyond tax preparation requires your written consent, per IRC §7216.
4. How We Share Your Information
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We may share your information only in the following situations:
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With your written consent
As required by tax law.
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With secure third‑party service providers
Such as:
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TaxDome (secure document portal)
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Microsoft 365 Business Premium (email, storage, encryption)
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Payment processors
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E‑file transmission providers
These providers are contractually obligated to maintain confidentiality and security.
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With government authorities
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To submit tax filings or respond to lawful requests.
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When required by law or court order
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We never share your information for advertising or commercial sale.
5. How We Protect Your Information
We use administrative, physical, and technical safeguards including:
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Technical Security
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Microsoft Defender enterprise‑level threat protection
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Encrypted file storage (Microsoft OneDrive / TaxDome)
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Multi‑factor authentication (MFA)
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Firewalls and anti‑malware protection
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Encrypted transmission (HTTPS/TLS)
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Administrative Safeguards
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Written Data Security Plan (DSP)
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Annual security training
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Access limited only to authorized personnel
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Physical Safeguards
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Locked office and storage
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Device encryption
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Secure disposal procedures (digital and paper)
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These practices comply with IRS Pub. 4557, GLBA, and the FTC Safeguards Rule.
6. Your Rights (California Residents — CCPA)
If you reside in California, you have the right to:
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Request access to the personal data we hold about you
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Request deletion of your personal data (with tax-law exceptions)
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Opt out of data sharing for non‑tax‑related purposes
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Not be discriminated against for exercising your rights
To exercise these rights, contact: privacy@abuancpa.com​​
7. Data Retention​
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We retain tax documents and personal information only as long as necessary to:
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Provide services
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Comply with federal/state regulations
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Maintain required tax preparer records
Generally, tax records are retained 3–7 years, after which they are securely destroyed.
8. Cookies and Tracking Technologies​
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Our website may use:
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Functional cookies
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Security cookies
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Analytics tools
We do not use cookies for advertising or remarketing.
9. Third-Party Links
Our website may link to external websites. We are not responsible for their privacy practices. Please review their policies separately.
10. Children's Privacy​
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We do not knowingly collect personal information from individuals under the age of 13.
11. Changes to This Privacy Policy​
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We may update this policy from time to time. Updates will be posted on this page with the “Last Updated” date.
12. Contact Us​
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If you have questions about this Privacy Policy or your information:
Email: privacy@abuancpa.com
Last Updated: February 5, 2026