1. Introduction
Pandya Kapadia Bhatt & Associates CPAs LLC is a full-service accounting firm serving clients throughout the United States. We are dedicated to providing our clients with professional, personalized services and guidance in various financial and business needs. Protecting your privacy is a top priority for us. This Privacy Policy outlines how we collect, use, and safeguard your personal information.

2. Information We Collect
We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets, and other documents;
• Information about your transactions with us, our affiliates, or others;
• Information we receive from a consumer-reporting agency.

3. How We Use Your Information
We use the information we collect for the following purposes:

• To provide accounting, tax, and advisory services;
• To maintain client records and ensure compliance with legal and regulatory requirements;
• To improve our services and client interactions;
• To communicate with you regarding services, updates, and relevant industry information.

4. Information Sharing and Disclosure
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. This includes:

• Compliance with legal processes, such as subpoenas or court orders;
• Collaboration with law enforcement authorities where necessary;
• Situations where disclosure is required to protect the firm’s rights or property.

5. Information Security
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

6. Online Data Protection
Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified data centers. These servers are protected with industry-standard security measures to prevent unauthorized access. Our website and client portals use encryption protocols to protect data transmission.

7. Your Rights and Choices
As a client, you have the right to:

• Request details about the personal information we collect and store;
• Opt-out of certain disclosures where applicable;
• Request corrections to your personal data if necessary;
• Request the deletion of certain data, subject to legal and regulatory obligations.

8. Retention of Information
We retain personal data for as long as required to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce agreements. Once no longer needed, personal data is securely disposed of or anonymized.

9. Updates to Our Privacy Policy
We may update this Privacy Policy periodically to reflect changes in regulations, best practices, or the services we offer. Any updates will be posted on our website, and we encourage you to review it periodically.

10. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please do not hesitate to contact us at:

Pandya Kapadia Bhatt & Associates CPAs LLC
50 Cragwood Road, Suite 205, South Plainfield, NJ 07080
contact@pandyacpa.com
(908) 769-6500