Privacy policy.

Our commitment to confidentiality

Freedman CPA respects the privacy of clients, former clients, prospective clients, and website visitors. Nonpublic personal information is not disclosed except as permitted by law, required to provide an authorized service, or directed by the person to whom the information relates.

The firm maintains physical, electronic, and procedural safeguards designed to protect confidential information and limits access to people who need the information to perform professional services.

Information we may receive

Depending on the relationship and service requested, information may come from:

• Applications, tax organizers, worksheets, forms, correspondence, and other documents supplied by a client or prospective client.
• Transactions involving the firm, financial institutions, service providers, affiliates, government agencies, or other parties authorized by the client.
• Consumer-reporting agencies or other sources when permitted and relevant to an authorized professional service.
• Phone calls, email, newsletter subscriptions, and website inquiries.
• Technical records created by a website host, such as IP address, browser type, requested pages, date, and time.

How information is used

Information may be used to respond to inquiries, evaluate or perform professional services, maintain records, communicate deadlines or updates, support security, comply with legal and professional obligations, and improve website content or operations.

Submitting an inquiry through this website does not create an accountant-client relationship. A professional relationship begins only after the firm accepts an engagement under agreed terms.

Website inquiry and email

The website inquiry form sends the information entered to the firm’s Salesforce system. The website host does not retain the inquiry contents, but it uses a short-lived essential cookie and temporary rate-limit data to protect the form from automated abuse. Ordinary email and the inquiry form are not secure ways to transmit Social Security numbers, tax documents, financial-account details, or other sensitive information.

Sensitive material should be sent through the secure client portal.

External services

The site uses or links to independent services for inquiry delivery, the client portal, newsletter subscription, online payroll, careers, and government resources. Those services operate under their own privacy, security, and retention practices.

Visitors should review an external provider’s policies before submitting personal information. Freedman CPA does not control how an independent provider handles information after a visitor leaves this website.

Cookies and analytics

This website does not use advertising trackers or analytics. It uses one short-lived, essential cookie to secure the inquiry form. The web host may also create routine server logs and temporary, pseudonymous rate-limit records for security.

Retention and security

Information is retained only as long as reasonably necessary for the professional relationship, legal and regulatory obligations, recordkeeping, dispute resolution, security, and legitimate business needs. No security method can guarantee absolute protection, but the firm uses safeguards appropriate to the sensitivity of the information.

Children’s privacy

This website is intended for adults seeking accounting, tax, payroll, or advisory services. It is not directed to children, and the firm does not knowingly collect personal information from children through the website.

Policy updates and questions

This policy may be updated when services, technology, or legal requirements change. The effective date above identifies the current version.

Questions may be directed to info@freedmancpa.com or (212) 509‑6700.