Privacy Statement

Omicron CPA LLC (“Omicron CPA,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Statement describes how we collect, use, disclose, and protect information about you when you visit our website at omicroncpa.com (the “Website”) or use our accounting, tax, and advisory services (collectively, the “Services”).

1. Information We Collect

Information You Provide Directly

We collect information you voluntarily provide, including:

• Contact Information: Name, email address, phone number, mailing address
• Business Information: Company name, job title, industry, business size
• Financial Information: Tax documents, financial statements, and records necessary to provide our Services
• Identification Information: Social Security numbers, EINs, and tax identification numbers required for tax preparation
• Communication Records: Records of communications with us, including emails and call notes

Information Collected Automatically

When you visit our Website, we automatically collect:

• Device Information: Browser type, operating system, device type
• Usage Information: Pages visited, time spent on pages, links clicked
• Location Information: General geographic location based on IP address

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our accounting, tax, and advisory Services
• Process requests and respond to inquiries
• Prepare and file tax returns and required documents on your behalf
• Communicate about our Services, including service-related notices
• Send marketing communications (with your consent where required)
• Analyze Website usage to improve user experience
• Comply with legal obligations and professional standards
• Protect against fraud and unauthorized transactions

3. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share your information:

With Your Consent

When you direct us to do so, such as when filing tax returns with government agencies.

Service Providers

We work with trusted third-party providers who assist in operating our business, including cloud storage, tax software, payment processors, and communication platforms. These providers are contractually obligated to protect your information.

Legal Requirements

We may disclose information when required by law, regulation, or legal process, or to protect our rights or the safety of others.

4. Data Security

We implement appropriate security measures to protect your information, including:

• 256-bit SSL encryption for data transmission
• Secure, encrypted cloud storage systems
• Multi-factor authentication for system access
• Regular security assessments and updates
• Access controls limiting data access to authorized personnel

While we strive to protect your information, no method of transmission over the Internet is 100% secure.

5. Data Retention

We retain your information as long as necessary to fulfill purposes for which it was collected:

• Tax Records: Minimum of seven (7) years, per IRS recommendations
• Client Files: Duration of relationship plus seven (7) years
• Marketing Data: Until you withdraw consent or request deletion

6. Your Rights and Choices

Depending on your location, you may have rights to:

• Access: Request a copy of personal information we hold
• Correction: Request correction of inaccurate information
• Deletion: Request deletion (subject to legal retention requirements)
• Opt-Out: Unsubscribe from marketing communications

To exercise these rights, contact us below. We will respond within 30 days.

7. Cookies and Tracking Technologies

We use cookies and similar technologies to remember preferences, understand usage, and improve functionality. You can control cookies through your browser settings.

8. Third-Party Services and Integrations

Our Services integrate with third-party platforms to provide secure, efficient client experiences. This section describes how we use these integrations and how your data is handled.

Google Drive Integration

The Omicron CPA Portal (“Portal”) integrates with Google Drive to facilitate secure file management between you and our team. When you connect your Google account to our Portal, you authorize us to access specific Google Drive functionality.

Data We Access:

• Files and folders you explicitly upload to or share through the Portal
• File metadata (names, sizes, modification dates) for files within Portal-designated folders
• Basic Google account information (email address, profile name) for authentication

How We Use This Data:

• To display and organize your documents within the Portal
• To enable secure file uploads and downloads
• To facilitate document sharing between you and our team
• To maintain your session and authenticate your identity

Data We Do NOT Access:

• Files outside of Portal-designated folders
• Your personal Google Drive content unrelated to our Services
• Gmail, Google Calendar, or other Google services
• Your Google password or authentication credentials

Google API Services User Data Policy Compliance

Omicron CPA Portal’s use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Specifically:

• We only use Google user data for the purposes described in this Privacy Policy
• We do not sell Google user data to third parties
• We do not use Google user data for advertising purposes
• We do not transfer Google user data to third parties except as necessary to provide our Services or as required by law
• We implement appropriate security measures to protect Google user data

Revoking Google Account Access

You may disconnect your Google account from our Portal at any time through:

• Your Portal account settings
• Google Account permissions at myaccount.google.com/permissions
• Contacting us directly at omicron.cpa@gmail.com

Upon disconnection, we will no longer access your Google Drive. Previously uploaded files will remain in our systems subject to our standard data retention policies.

Data Storage and Security for Google-Sourced Data

Files and data accessed through Google Drive integration are:

• Encrypted in transit using TLS 1.2 or higher
• Stored on secure, encrypted servers
• Accessible only to authorized personnel
• Protected by the same security measures described in Section 4 of this Privacy Policy

Other Third-Party Services

In addition to Google Drive, we may use other third-party services to provide our Services, including:

• Cloud hosting providers for secure data storage
• Tax software platforms for return preparation
• Payment processors for billing
• Communication platforms for client correspondence

Each third-party service is selected for its security practices and is contractually obligated to protect your information in accordance with applicable privacy laws.

9. Changes to This Privacy Statement

We may update this Privacy Statement from time to time. We will notify you of material changes by posting the updated statement with a new “Last Updated” date. Continued use of our Services after changes constitutes acceptance.

10. Contact Us

If you have questions about this Privacy Statement: