Privacy Policy — Allie Savvy CPA LLC

Effective Date: January 1, 2021

1. Information We Collect
We collect personal information you voluntarily provide, including your name, email, phone number, business details, and financial data required for accounting, tax, and advisory services. Technical information such as IP addresses and usage data may be automatically collected through cookies and analytics tools.

2. How We Use Information
We use your information to:

• Provide accounting, tax, and CFO advisory services

• Communicate about projects, invoices, or support

• Improve our website and service quality

• Comply with legal or regulatory obligations
  
  

3. Information Sharing
We do not sell your personal data. We may share information only with:

• Third-party service providers (e.g., cloud accounting, payment processors, IT support) bound by confidentiality

• Legal authorities when required by law

4. Data Security
Data is stored securely using encrypted systems. We employ physical, administrative, and technical safeguards to prevent unauthorized access, disclosure, or misuse.

5. Data Retention
We retain records for as long as required by law, professional standards, or active client engagements. You may request deletion of non-mandatory data by emailing alliesavvycpa@gmail.com.

6. Your Rights
You may request access, correction, or deletion of your information. To exercise these rights, contact alliesavvycpa@gmail.com.

7. Cookies and Tracking
Cookies are used for analytics and performance optimization. You can disable cookies through your browser settings.

8. Updates
We may revise this policy periodically. The updated version will be posted with a new effective date.

Terms of Service — Allie Savvy CPA LLC

Effective Date: January 1, 2021

1. Acceptance of Terms
By using our website or engaging our services, you agree to these Terms of Service and our Privacy Policy.

2. Services
Allie Savvy CPA LLC provides accounting, bookkeeping, controllership, and CFO advisory services as outlined in engagement letters. Each client engagement is governed by a separate written agreement specifying scope, deliverables, and fees.

3. Client Responsibilities
Clients agree to provide accurate, timely information and maintain required records. We are not responsible for errors arising from incomplete or delayed information.

4. Payment Terms
Invoices are due per the terms stated in your engagement letter. Late payments may incur finance charges. Work may be suspended for nonpayment.

5. Confidentiality
We maintain confidentiality of client data except when disclosure is required by law or authorized by you in writing.

6. Limitation of Liability
Our liability is limited to the fees paid for the specific service giving rise to a claim. We are not liable for indirect, consequential, or incidental damages.

7. No Guarantees
Financial projections, tax outcomes, or business results are not guaranteed. Advice is based on information provided and current regulations.

8. Termination
Either party may terminate services in writing. Outstanding fees and obligations remain due upon termination.

9. Governing Law
These terms are governed by the laws of the State of Florida. Disputes shall be resolved in Seminole County, Florida.

10. Contact
For questions about these terms, contact alliesavvycpa@gmail.com.