top of page

Privacy Policy

Matt Shea CPA PC respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

By using our website, you agree to the terms of this Privacy Policy.

​

1. Information We Collect

We may collect personal information in the following ways:

​

A. Information You Provide

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Payment information (processed through secure third-party providers)

  • Information submitted through contact forms, scheduling tools, or client intake forms

​

B. Automatically Collected Information

When you visit our website, we may automatically collect:

  • IP address

  • Browser type and version

  • Device information

  • Pages viewed

  • Time spent on pages

  • Cookies and tracking technologies

  • ​

C. Information from Third Parties

We may receive information from:

  • Payment processors

  • Analytics providers

  • Client management portals

  • Email service tools

​

2. How We Use Your Information

We use your information to:

  • Provide and maintain our website

  • Respond to inquiries and support requests

  • Deliver services you request

  • Process payments and invoices

  • Improve website performance and user experience

  • Send updates, notices, or marketing communications (you may opt out at any time)

  • Comply with legal, regulatory, and tax obligations

​

3. How We Share Your Information

We do not sell or rent your personal information.

We may share information with:

  • Service Providers (payment processors, hosting providers, email platforms, analytics tools)

  • Professional Advisors (accountants, attorneys, auditors)

  • Government Agencies if required by law

  • Business Transfers in the event of a merger, acquisition, or sale

All third parties are required to use your information only for the services they provide to us.

​

4. Cookies and Tracking Technologies

We may use cookies, pixels, and similar technologies to:

  • Improve site functionality

  • Analyze site traffic

  • Store user preferences

  • Support marketing campaigns

You can modify cookie settings through your browser at any time.

​

5. Data Security

We use reasonable physical, electronic, and administrative safeguards to protect your information, including:

  • Encrypted data transmission

  • Secure servers

  • Restricted access to personal information

However, no method of transmission over the Internet is entirely secure, and we cannot guarantee absolute security.

​

6. Data Retention

We retain personal information only as long as necessary to:

  • Provide services

  • Meet legal, tax, and regulatory requirements

  • Resolve disputes

When information is no longer needed, we securely delete or anonymize it.

​

7. Your Rights

Depending on your location, you may have the right to:

  • Access personal information we hold

  • Request corrections or updates

  • Request deletion of your data

  • Opt out of marketing emails

  • Restrict certain types of data processing

To make a request, contact us at info@mattsheacpa.com.

​

8. Third-Party Links

Our website may contain links to other websites. We are not responsible for the content or privacy practices of third-party sites.

​

9. Children’s Privacy

We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, please contact us so we can delete it.

bottom of page