Privacy Policy
Last updated: May 2025
Margin Method CPA, LLC ("we", "us", or "our") respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy outlines how we collect, use, and safeguard your information.
Information We Collect:
• Personal Information (name, email address, phone number, business details)
• Billing and payment information (only through secure third-party processors)
• Information you provide through our website forms or client portal
How We Use Your Information
• Provide financial and consulting services
• Communicate with you regarding services and updates
• Improve our website, services, and client experience
• Maintain business and legal compliance
Information Sharing
• We do not sell or rent your personal information.
• We may share your data only with:
• Trusted third-party service providers (e.g., payment processors, CRM tools)
• Legal or regulatory authorities when required
Data Security
• We implement appropriate technical and organizational measures to protect your data, including:
• Secure portals and encryption
• Access restrictions
• Periodic data reviews
Your Rights
• Access, correct, or delete your data
• Withdraw consent or request data removal at any time
• Contact us with any privacy-related concerns
Cookies and Analytics
• Our website may use cookies and analytics tools (e.g., Google Analytics) to improve functionality and performance.
Contact Us
• Margin Method CPA, LLC
• admin@marginmethodcpa.com