Privacy Policy

At Michael A. Ross, CPA, P.C. (“Company,” “we,” “our,” or “us”), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, mailing address, and any details you voluntarily provide when contacting us or using our services.

  • Client Information: Documents, financial data, and other records uploaded through our secure client portal.

Technical Information: IP address, browser type, and cookies to improve site performance and user experience.

2. How We Use Your Information

Your information may be used to:

  • Provide professional accounting and consulting services.

  • Communicate with you regarding inquiries, appointments, or client services.

  • Maintain secure access to our client portal.

  • Comply with legal, regulatory, and professional obligations.

Improve our website and service offerings.

3. Client Portal Security

  • Access to the client portal requires a username and password.

  • We implement industry-standard security measures (encryption, secure servers, access controls) to protect sensitive data.

  • However, no system can be guaranteed 100% secure. We encourage you to use strong passwords and safeguard your login credentials.

4. Sharing of Information

We do not sell, rent, or trade your personal information. We may share information only in the following circumstances:

  • With your consent.

  • With trusted third-party service providers who assist in delivering our services (bound by confidentiality agreements).

  • When required by law, regulation, or legal process.

To protect against fraud, unauthorized transactions, or security risks.

5. Cookies & Tracking

Our website may use cookies to enhance user experience. You can choose to disable cookies in your browser settings, but some features may not function properly.

6. Data Retention

We retain personal and client information only as long as necessary to fulfill professional, legal, and regulatory obligations.

7. Your Rights

Depending on applicable law, you may have the right to:

  • Access, update, or correct your personal information.

  • Request deletion of personal data (subject to legal retention requirements).

Opt-out of certain communications.

8. Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under 13.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “last updated” date.

10. Contact Us

If you have questions about this Privacy Policy, please contact us at:

Michael A. Ross, CPA, P.C.
(949) 20791-9930 | info@marpccpa.com