Cloonan & Associates, PC

Privacy Policy

Last updated: March 2026

Cloonan & Associates, PC ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website or engage our professional services.

Information We Collect

We may collect the following types of information:

  • Contact Information: Name, email address, phone number, and mailing address provided through our contact forms, phone calls, or email correspondence.
  • Financial Information: Tax documents, financial statements, income records, and other financial data necessary to provide our accounting, tax, and advisory services. This information is collected only in the context of a professional engagement.
  • Business Information: Business name, entity type, EIN, and other business details relevant to the services we provide.
  • Website Usage Data: We may collect non-personal information such as browser type, pages visited, and time spent on our website through cookies and analytics tools.

How We Use Information

We use the information we collect to:

  • Provide accounting, tax preparation, tax planning, and advisory services as part of our professional engagement with you.
  • Respond to inquiries submitted through our website, email, or phone.
  • Send appointment reminders, important updates about your account, and information about our services.
  • Comply with legal and regulatory obligations, including IRS and state tax authority requirements.
  • Improve our website, services, and overall client experience.

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Information Security

We take the protection of your data seriously. We implement administrative, technical, and physical safeguards to protect personal and financial information, including:

  • Encrypted communication channels and a secure client portal for document exchange.
  • Access controls limiting who within our firm can view your data.
  • Secure cloud-based systems with regular backups and monitoring.
  • Adherence to professional standards set by the AICPA and the Pennsylvania State Board of Accountancy regarding client confidentiality.

While no method of electronic transmission or storage is completely secure, we strive to use commercially reasonable measures to protect your information.

Third-Party Services

We may use third-party service providers to support our business operations, including:

  • Client Portal (TaxDome): For secure document sharing, messaging, e-signatures, and invoicing.
  • Scheduling (Calendly): For online appointment booking.
  • Website Analytics (Google Analytics, Vercel Analytics): To understand how visitors use our website and improve the user experience.
  • Email Services: For sending appointment confirmations and business communications.

These providers have their own privacy policies and are obligated to protect the data they process on our behalf. We encourage you to review their policies for more information.

Cookies

Our website may use cookies and similar tracking technologies to improve your browsing experience and gather usage data. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of the website.

Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or delete personal information we hold about you. To exercise these rights or ask questions about your data, please contact us using the information below.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated policy will be posted on this page with a revised "Last updated" date.

Contact Information

If you have questions about this Privacy Policy or how we handle your information, please contact us:

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