Your privacy is important to us.

This privacy policy explains how INVESTOR FRIENDLY CPA® collects, uses, and protects your personal information when you visit our website.

1. Information We Collect

• Personal information you provide (name, email, contact details) when you subscribe, contact us, or participate in activities.
• Non-personal data such as browser type, pages visited, and IP addresses for analytics purposes.

2. How We Use Your Information

• To communicate with you about our services, events, and updates.
• To improve our website and tailor content based on your preferences.
• To comply with legal requirements.

3. Sharing Your Information

We do not sell or rent your personal information. We may share personal information with trusted third-party service providers who assist us in operating our website or conducting business operations, subject to confidentiality obligations. Mobile phone numbers are not shared with third parties or affiliates for marketing or promotional purposes. Text message originator opt-in data and consent are excluded from all other categories of personal information collected and will not be shared or disclosed to any third party.

4. Cookies and Tracking

Our website uses cookies and similar tracking technologies, including pixels and scripts provided by third parties. The following third-party services are active on our site and may collect information about your visit:

• Meta (Facebook) Pixel: records pages visited and actions taken to enable targeted advertising on Meta platforms. Meta's privacy policy: facebook.com/privacy/policy
• Google Tag Manager/Google Analytics: collects browsing behavior, IP address, and device information for analytics purposes. Google's privacy policy: policies.google.com/privacy
• YouTube: embedded videos on our site allow Google to collect viewing data even if you do not play the video.
• Calendly: our scheduling tool sets its own cookies when you interact with booking links.
• Webflow: our website platform collects basic visitor analytics.
• Webflow: our website platform collects basic visitor analytics.

These tools may collect "addressing or signaling information" as defined under applicable law, including IP addresses and URLs of pages visited.Your Choices: You can opt out of non-essential tracking by declining cookies when prompted on our site, or by adjusting your browser settings. Note that declining cookies will not affect your ability to use our services.California Residents: See Section 9 for your rights under the CCPA/CPRA.

5. Data Security

We take reasonable measures to protect your data but cannot guarantee absolute security.

6. Your Rights

You have the right to access, correct, or delete your personal data. To do so, please contact us at contact@investorfriendlycpa.com

7. Changes to This Policy

We may update this privacy policy from time to time. Changes will be posted here with an updated date.

8. Contact Us

If you have questions or concerns about your privacy, please reach out to us at contact@investorfriendlycpa.com

9. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have the following rights:

• Right to Know: you may request a list of the personal information we have collected about you and the third parties we share it with.
• Right to Delete: you may request that we delete your personal information, subject to certain exceptions.
• Right to Opt Out of Sharing: we share browsing data with third-party advertising platforms (including Meta). You may opt out by clicking "Do Not Sell or Share My Personal Information" in our cookie banner or by contacting us at contact@investorfriendlycpa.com.
• Right to Non-Discrimination: we will not discriminate against you for exercising any of these rights.

To submit a request, contact us at contact@investorfriendlycpa.com. We will respond within 45 days.