Privacy Policy

Effective Date: 10/29/2025
Operated by: REH CPA, PLLC (“REH CPA,” “we,” “us,” or “our”)

1. Purpose
At REH CPA, PLLC, your privacy and the confidentiality of your information are important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, communicate with us, or engage our professional accounting and advisory services.

2. Information We Collect
We may collect the following types of information:
a. Information You Provide Directly:

  • Name, address, email, and phone number
  • Business information and tax-related data when you engage our services
  • Documents uploaded through our secure client portal
  • Payment information (if applicable)

b. Information Collected Automatically:

  • Browser type, device information, IP address, and pages visited
  • Cookies or similar tracking technologies to improve website performance and analytics

We do not sell, rent, or trade your personal information with third parties.

3. How We Use Your Information
We use your information to:

  • Provide and manage accounting, tax, and advisory services
  • Communicate with you regarding appointments, filings, and updates
  • Respond to inquiries or requests
  • Maintain internal records and comply with professional and legal obligations
  • Improve our website’s functionality and user experience

4. Confidentiality and Professional Standards
As a Certified Public Accounting firm, we adhere to the AICPA Code of Professional Conduct, IRS regulations (26 U.S. Code §7216), and applicable North Carolina confidentiality laws.
Your tax and financial information is treated as confidential and will not be disclosed to third parties without your consent, except as required by law or professional standards.

5. Data Security
We employ administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
Sensitive information (such as Social Security numbers or tax records) is transmitted and stored through secure, encrypted client portals.
Despite these efforts, no method of online transmission or storage is 100% secure. We cannot guarantee absolute security but take all reasonable steps to protect your data.

6. Sharing of Information
We may share information with:

  • Authorized employees and contractors who assist in service delivery and are bound by confidentiality agreements
  • Third-party vendors who provide secure data hosting, payment processing, or software support (e.g., Intuit, Drake, Thomson Reuters)
  • Governmental or regulatory authorities when required by law, subpoena, or professional obligations

We do not sell or disclose your information for marketing or unrelated purposes.

7. Client Portals and Third-Party Services
If you access our secure client portal or use linked third-party tools (such as electronic signature platforms or file-sharing systems), your information may be subject to the privacy policies of those providers. We recommend reviewing their policies for additional details.

8. Your Rights and Choices
You have the right to:

  • Request access to your personal information
  • Request corrections or updates to your data
  • Withdraw consent to certain communications
  • Request that we delete information, where permissible by law and professional record-keeping requirements

To exercise these rights, contact us at 704-662-8249 by mail at the address below.

9. Retention of Information
We retain client records and personal data for as long as required under applicable IRS and North Carolina State Board of CPA Examiners record retention rules, or as necessary to fulfill the purposes outlined in this policy.

10. Children’s Privacy
Our website and services are not directed to minors. We do not knowingly collect personal information from anyone under the age of 18. If you believe a minor has provided information to us, please contact us immediately so we can delete it.

11. Updates to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date. Your continued use of the website after such changes constitutes acceptance of the revised policy.

12. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact:
REH CPA, PLLC
223 Williamson Road, Suite 104
Mooresville, NC 28117
📞 704-662-8249