Effective date: September 26, 2026
Charcounting CPA, PLLC (“Charcounting,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect personal information when you visit charcounting.com, our landing pages at charcountingpg.com, or otherwise contact us online (together, the “Sites”). It does not replace any engagement letter or client agreement, which also govern the confidential information you share with us as a client.
Information We Collect
Information you give us
- Contact details, such as your name, email address, phone number, and mailing or business address.
- Business and service details, such as your business name, entity type, approximate revenue, industry, the services you are interested in, and information about your tax filing or bookkeeping needs.
- Scheduling information when you book a meeting with us through our online scheduling tool.
- Anything else you choose to share in a form, email, text message, or phone call.
Please do not submit Social Security numbers, bank account numbers, tax returns, or other sensitive financial documents through website forms. If you become a client, we will provide a secure way to share those documents.
Information collected automatically
When you visit the Sites, we and our service providers may automatically collect information such as your IP address, browser and device type, pages viewed, referring website, the date and time of your visit, and general location derived from your IP address. We collect this through cookies, pixels, and similar technologies, including website analytics and, where used, advertising and conversion measurement tools (for example, Google Ads).
How We Use Your Information
- Respond to your inquiries, prepare quotes, and schedule consultations.
- Provide, manage, and improve our tax, accounting, bookkeeping, and advisory services.
- Send appointment confirmations, reminders, and service-related messages.
- Send marketing communications where permitted by law, which you can opt out of at any time.
- Measure and improve the performance of the Sites and our advertising.
- Protect the security of the Sites, prevent spam and fraud, and comply with legal, professional, and regulatory obligations.
Text Messages (SMS)
If you provide your phone number and consent to receive text messages, we may send you appointment reminders, service updates, and other messages from Charcounting CPA, PLLC. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time or HELP for help. We do not sell, rent, or share your mobile phone number or text-messaging consent with third parties or affiliates for their own marketing purposes. Text-messaging originator opt-in data and consent will not be shared with any third parties, except service providers that help us deliver messages to you. For more detail, see our SMS Privacy Policy and SMS Terms.
How We Share Information
We do not sell your personal information. We share it only as described below:
- Service providers that help us operate our business and the Sites, such as website hosting, form and customer-relationship management software, online scheduling, email and text-message delivery, spam protection, and analytics and advertising tools. They may use the information only to provide services to us.
- Legal and professional requirements, when we believe disclosure is required by law, regulation, subpoena, court order, or professional standards, or to protect our rights, clients, or others.
- Business transfers, in connection with a merger, acquisition, or sale of all or part of our business, subject to confidentiality protections.
- With your consent or at your direction.
Client Confidentiality
As a CPA firm, we treat client information as confidential under applicable professional standards and law, including the rules governing CPAs and federal restrictions on the use and disclosure of tax return information by tax return preparers. Information you provide as a client is used to deliver the services you engage us for and is protected under your engagement terms.
Cookies and Your Choices
- You can set your browser to refuse or delete cookies. Some parts of the Sites may not work properly without them.
- You can learn about and adjust Google’s use of advertising data at adssettings.google.com and how Google uses information from sites that use its services at policies.google.com/technologies/partner-sites.
- You can unsubscribe from marketing emails using the link in any email, and opt out of texts by replying STOP.
Data Security and Retention
We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. We keep personal information for as long as needed for the purposes described in this policy, including to meet legal, tax, and professional record-keeping requirements.
Your Rights
Depending on where you live, you may have the right to request access to, correction of, or deletion of your personal information, or to opt out of certain uses. To make a request, contact us using the details below. We may need to verify your identity before responding, and some information may be retained where required by law or professional standards.
Children’s Privacy
The Sites are intended for adults and businesses. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us and we will delete it.
Third-Party Links
The Sites may link to third-party websites and services, such as online scheduling, social media, and review sites. Their privacy practices are governed by their own policies, and we are not responsible for them.
Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and change the effective date above.
Contact Us
If you have questions about this Privacy Policy or want to exercise your privacy rights, contact us:
Charcounting CPA, PLLC
3701 Arco Corporate Dr, Suite 300, Charlotte, NC 28273
Email: info@charcounting.com
Phone: (980) 456-1137