Legal
Privacy Policy
Last Updated: [REPLACE WITH DATE] • Effective Date: [REPLACE WITH DATE]
This privacy policy was drafted based on research into applicable federal law (IRC § 7216, GLBA Safeguards Rule, CAN-SPAM) and Idaho state law (Idaho Code § 28-51-104). It has not been reviewed by a licensed attorney. Before publishing this page, please have it reviewed by an Idaho-licensed attorney with experience in financial services or data privacy law. The cost of a legal review is modest compared to the risk of a non-compliant policy for a licensed CPA firm.
Also: Replace all [PLACEHOLDER] text before publishing, including the mailing address, portal name, and email platform name.
1. Who We Are and How to Contact Us
Regal Accounting PLLC (“Regal Accounting,” “we,” “us,” or “our”) is a licensed CPA firm operating virtually and serving clients nationwide. We are based in Twin Falls, Idaho.
For privacy-related questions or requests, please contact us at:
Email: info@regal-accounting.com
Mailing Address: [REPLACE WITH P.O. BOX OR BUSINESS ADDRESS —
required for CAN-SPAM compliance before sending any marketing emails]
2. Scope of This Policy
This Privacy Policy describes how Regal Accounting PLLC collects, uses, shares, and protects information about you when you visit regal-accounting.com (the “Site”), request a consultation, subscribe to our newsletter, or engage our professional services. It also describes your rights with respect to your information and how to exercise them.
By visiting our Site or engaging our services, you agree to the practices described in this policy. If you do not agree, please do not use our Site or services.
3. Information We Collect
a. Information you provide directly
When you submit a contact form, request a consultation, or subscribe to our newsletter, we may collect your name, email address, phone number (if provided), service interests, and the content of your message.
When you become a client and we provide accounting, tax preparation, bookkeeping, or advisory services, we collect the financial and personal information necessary to perform those services, including:
- Social Security number or Employer Identification Number
- Income, expense, and financial account information
- Prior-year tax returns and supporting documents
- Business records and other financial documents you provide
b. Information collected automatically
When you visit our Site, we automatically collect certain technical information through cookies and analytics tools, including your IP address, browser type, pages visited, time on site, and referring website. See Section 8 (Cookies and Analytics) for details.
c. Information from third-party scheduling
When you book a consultation through Cal.com, Cal.com collects your name, email address, time zone, and appointment preferences directly from you. Please review Cal.com’s privacy policy at cal.com/privacy for details.
4. How We Use Your Information
We use the information we collect for the following purposes:
- To provide and deliver accounting, tax preparation, bookkeeping, and advisory services
- To respond to your inquiries and schedule consultations
- To send newsletters, tax tips, and informational updates you have opted into
- To improve our Site and understand how visitors use it
- To comply with legal and professional obligations, including IRS requirements
- To detect and prevent fraud or other harmful conduct
We do not use your personal information for automated decision-making or profiling.
5. Your Tax Return Information: IRC Section 7216 Protections
Federal law — specifically Internal Revenue Code Section 7216 and Treasury Regulation § 301.7216-2 — prohibits tax return preparers from knowingly or recklessly disclosing or using any information furnished in connection with preparing a client’s tax return, except as specifically permitted by law. Violations of Section 7216 are criminal offenses.
We will not use or disclose your tax return information for any purpose other than preparing your return and providing directly related tax services, except in the following circumstances permitted by law:
- As required by a court order, IRS summons, or other valid legal process
- To another officer, employee, or contractor directly involved in preparing your return, within the United States (§ 301.7216-2(d))
- To an attorney for purposes of obtaining legal advice
- To report the commission of a crime to appropriate authorities
- As otherwise required or permitted under Treasury Regulation § 301.7216-2
If we need to use your tax return information for any other purpose — such as to notify you about non-tax services or to refer you to another professional — we will first obtain your explicit written consent as required by Section 7216.
Note: General educational communications such as tax tip newsletters and informational articles do not require Section 7216 consent, as they do not reference or rely on your specific tax return information.
6. Professional Confidentiality Obligations
As a licensed Certified Public Accountant, we are subject to the AICPA Code of Professional Conduct and the Idaho State Board of Accountancy’s professional standards, both of which impose strict confidentiality obligations. We do not disclose client information except as permitted by professional standards, required by law, or expressly authorized by you.
We are also subject to the Gramm-Leach-Bliley Act (GLBA) Safeguards Rule, which requires financial institutions — including CPA firms — to implement and maintain a comprehensive information security program to protect the confidentiality and integrity of client nonpublic personal information (NPI). While licensed CPAs are exempt from certain GLBA annual privacy notice requirements under the Financial Services Regulatory Relief Act of 2006, we maintain data security practices consistent with the GLBA Safeguards Rule.
7. Information We Share
We do not sell, rent, trade, or otherwise transfer your personal information to third parties for their own marketing or commercial purposes.
We may share your information in the following limited circumstances:
Service providers: We work with third-party service providers who help us operate our Site and deliver our services. These include:
- Web hosting: Hostinger — hosts our website and stores associated data
- Website analytics: Google Analytics (Google LLC) — collects anonymized visitor behavior data
- Appointment scheduling: Cal.com — manages consultation bookings
- Form processing: Fluent Forms / WordPress — processes contact and newsletter form submissions
- Client document portal: [REPLACE WITH PORTAL NAME WHEN SELECTED] — used for encrypted transfer and storage of client documents
- Email marketing: [REPLACE WITH PLATFORM NAME WHEN SELECTED] — used to deliver newsletters and informational emails to subscribers
These providers may access your information only to perform services on our behalf and are bound by appropriate confidentiality and data security obligations.
Legal requirements: We may disclose your information when required by law, court order, IRS summons, or government authority, or when necessary to protect our legal rights or the safety of others.
Professional referrals: We will not refer your information to another professional without first obtaining your written consent.
8. Cookies and Analytics
Our Site uses cookies — small text files placed on your device — and similar tracking technologies.
Google Analytics: We use Google Analytics, provided by Google LLC, to understand how visitors use our Site. Google Analytics uses cookies to collect standard internet log information and visitor behavior in anonymized form. Google may transfer this data to servers in the United States and other countries. For more information, visit policies.google.com. You may opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on at tools.google.com/dlpage/gaoptout.
Essential cookies: Our website may set essential cookies necessary for basic operation, including security and form processing. These cannot be disabled without affecting site functionality.
Managing cookies: You can instruct your browser to refuse cookies or alert you when cookies are being sent. Some features of our Site may not function properly if cookies are disabled.
9. Data Security
We implement appropriate technical and organizational safeguards to protect your personal and financial information, including:
- SSL/TLS encryption for data transmitted between your browser and our Site
- Encrypted document transfer through our secure client portal
- Access controls limiting data access to only those necessary for service delivery
- Regular review of our security practices and service providers
No method of transmission over the internet or electronic storage is 100% secure. While we use commercially reasonable means to protect your information, we cannot guarantee absolute security.
Idaho Data Breach Notification: In the event of a security breach that compromises your personal information, we will notify you as required by the Idaho Data Breach Notification Act (Idaho Code § 28-51-104), within a reasonable time following discovery of the breach.
10. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this policy and as required by law, professional standards, or IRS guidance.
- Client records: Retained for a minimum of seven (7) years following the end of the client relationship, consistent with IRS recordkeeping guidance, professional standards, and applicable statutes of limitations. [Confirm specific retention period with your attorney.]
- Contact inquiries: Retained for a reasonable period to respond to your request and for internal records.
- Newsletter subscriptions: Retained until you unsubscribe.
- Website analytics: Retained per Google Analytics’ standard data retention settings, configurable within the Analytics account.
11. Children's Privacy
Our Site and services are intended for adults. We do not knowingly collect personal information from children under the age of 13. If you believe we have inadvertently collected information from a child under 13, please contact us immediately at info@regal-accounting.com and we will take steps to promptly delete that information.
12. Your Rights and Choices
You may have the following rights regarding your personal information:
- Access: Request information about the personal data we hold about you
- Correction: Request that we correct inaccurate information
- Deletion: Request deletion of your personal information, subject to our legal retention obligations and professional standards
- Opt-out: Unsubscribe from our newsletter at any time using the unsubscribe link in any email we send you
To exercise any of these rights, contact us at info@regal-accounting.com. We will respond within a reasonable timeframe. Note that certain information cannot be deleted if we are required to retain it by law, IRS guidance, or professional standards.
13. Third-Party Links
Our Site contains links to external websites, including the IRS (irs.gov), the Idaho State Tax Commission (tax.idaho.gov), and our scheduling and booking tools. We are not responsible for the privacy practices or content of those websites. We encourage you to read the privacy policy of every website you visit.
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, applicable law, or our service providers. We will post the updated policy on this page with a revised “Last Updated” date. We encourage you to review this policy periodically. Continued use of our Site or services after any changes constitutes your acceptance of the revised policy.
15. Contact Us
For questions, concerns, or requests related to this Privacy Policy or your personal information:
Regal Accounting PLLC
Twin Falls, Idaho
Email: info@regal-accounting.com
Website: regal-accounting.com
Let’s Get Started
Questions About This Policy?
Email us at info@regal-accounting.com and we will respond within one business day.