Effective Date: January 12, 2026
This Privacy Policy applies only to information collected through the website from and after the Effective Date. This Privacy Policy applies to the current version of the website and supersedes all prior website privacy notices.
Shah & Trivedi CPA, PLLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit https://www.shahandtrivedicpa.com/ (the “Website”).
Information We Collect
Personal Information:
– Name, email address, phone number, and business details
– Information submitted via contact forms, newsletters, and client portals
– Communications via email, phone calls, and text messages
Non-Personal Information:
– IP address, browser type, device information
– Pages visited and usage data collected automatically
How We Use Your Information
We use collected information to:
– Respond to inquiries and communicate with you
– Provide accounting and tax services where an engagement exists
– Improve website functionality and user experience
– Send newsletters or firm updates if you opt in
– Comply with legal, regulatory, and professional obligations
Cookie Policy
Our Website uses cookies and similar tracking technologies.
Types of Cookies:
– Essential Cookies: Required for website functionality
– Analytics Cookies: Used by Google Analytics to analyze site usage
– Functional Cookies: Remember user preferences
You may control or disable cookies through your browser settings. Disabling cookies may impact site functionality.
Third-Party Services
We may use third-party service providers such as scheduling tools, analytics providers, client portals, and social media platforms (including Facebook and Instagram). These providers may access information only as necessary to perform services on our behalf.
We do not sell or rent personal information.
International Users
The Website is operated in the United States. If you access it from outside the U.S., your information may be transferred to and processed in the United States.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information; however, no method of transmission over the internet is completely secure.
No CPA-Client Relationship
Submitting information through this Website does not create a CPA-client relationship. A professional relationship is formed only through a signed engagement letter.
Your Rights
Depending on your jurisdiction, you may request access to, correction of, or deletion of your personal information by contacting us.
Contact Information
Shah & Trivedi CPA, PLLC
3230 Prosperity Church Road, Suite 202
Charlotte, NC 28269
Email: [email protected]
Phone: 980-290-3600