Privacy Policy

Dear Valued Client,

At Grable CPA, your privacy is our top priority. As a trusted provider of accounting and financial services, we understand the importance of protecting the personal and financial information you share with us. This letter outlines our Privacy Policy and explains how we collect, use, and safeguard your information.

Information We Collect

In the course of providing our services, we may collect the following types of information:

• Personal Information such as your name, address, email, phone number, Social Security Number (SSN), and other identifying information.

• Financial Information including income, tax documents, investment data, and bank account details.

• Business Information such as your Employer Identification Number (EIN), payroll records, and other business financial data.

• Technical Information such as IP addresses and usage data when you interact with our website or digital services.

How We Use Your Information

We use your information for legitimate business purposes, including:

• Preparing and filing tax returns and financial reports

• Providing accounting, payroll, and advisory services

• Communicating with you about your account and our services

• Complying with legal and regulatory obligations

Sharing and Disclosure

We do not sell or rent your personal information. Your information may be shared only with:

• Our trusted employees, contractors, and service providers who assist in delivering our services

• Government agencies or legal entities when required by law

• Third-party providers under strict confidentiality agreements (e.g., payroll processors or tax software platforms)

Safeguarding Your Data

We take the protection of your data seriously. Our firm uses secure systems and follows best practices to prevent unauthorized access, maintain data accuracy, and ensure appropriate use of your information.

Your Rights

You have the right to:

• Access your personal information

• Request corrections to inaccurate data

• Request that your information be deleted, subject to our legal obligations

If you would like to review or update your information, please contact us directly.

Website Use and Cookies

Our website may use cookies or similar technologies to enhance your experience and track site usage. You may adjust your browser settings to manage cookies at any time.

Policy Updates

From time to time, we may update this Privacy Policy. Any changes will be posted on our website with the updated effective date. We encourage you to review our policy periodically.

Contact Us

If you have any questions or concerns regarding our Privacy Policy or your data, please don’t hesitate to reach out.

Thank you for trusting Grable CPA. We are honored to serve you and remain committed to protecting your privacy and financial security

Terms of Service

Effective Date: 04.23.2025

Welcome to the website of Grable CPA. By accessing or using our website and services, you agree to the terms and conditions outlined below. Please read this Terms of Service agreement carefully. If you do not agree with these terms, you should not use our website or services.

Use of Website

This website is intended for general informational purposes and to provide access to the professional services offered by Grable CPA. You agree to use this site only for lawful purposes and in a way that does not infringe upon the rights of others or restrict their use and enjoyment.

Professional Services Disclaimer

Grable CPA provides accounting, tax, and advisory services in accordance with applicable professional standards. Information on this website does not constitute professional advice and should not be used as a substitute for personalized consultation with a certified public accountant or advisor.

We do our best to provide accurate, up-to-date information, but we make no guarantees as to the completeness or accuracy of the content provided on this website.

Client Portals and Appointment Tools

If you access a secure client portal or use our online appointment scheduling system, you are responsible for maintaining the confidentiality of your login credentials and any information you submit. You agree to notify us immediately if you suspect unauthorized use of your account or information.

Intellectual Property

All content on this website, including logos, text, graphics, and downloadable materials, is the property of Grable CPA unless otherwise noted and is protected by copyright and trademark laws. You may not reproduce, republish, or distribute any content from this site without our written consent.

Third-Party Links

Our website may include links to third-party websites or tools for convenience (e.g., tax portals, scheduling apps). Grable CPA is not responsible for the content, security, or privacy practices of these external sites. Use them at your own risk.

Limitation of Liability

To the fullest extent permitted by law, Grable CPA shall not be liable for any damages resulting from the use or inability to use this website or services, including direct, indirect, incidental, or consequential damages.

Indemnification

You agree to indemnify and hold harmless Grable CPA and its employees, contractors, and affiliates from any claims, losses, or damages, including legal fees, arising from your use of this website or violation of these terms.

Modifications to Terms

We reserve the right to modify these Terms of Service at any time. Updates will be posted on this page with the revised effective date. Your continued use of the site after changes are posted constitutes your acceptance of those changes.

Governing Law

These terms are governed by the laws of the State of [Insert State], without regard to conflict of law principles.