Last Updated: October 23, 2025

At the Corey G. Patterson, CPA & Consulting Firm, your privacy is our priority.

We are committed to protecting your personal information and maintaining transparency about how we collect, use, and safeguard it.

This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data.

1. Information We Collect

We collect information that helps us provide professional accounting, consulting, and real estate services, including:

a. Personal Information:

Name, email address, phone number,

and mailing address

Employment or business information

(when relevant to our services)

Financial data, tax records, and other

documents you voluntarily share

b. Automatically Collected Information:
When you visit our website,

we may automatically collect:

Browser type, device information, and IP address

Pages visited and time spent on the site

Cookies and similar tracking technologies to improve user experience

2. How We Use Your Information

Your information is used to:

Provide accounting, tax, consulting,

and real estate services

Communicate with you about your inquiries, appointments, or projects

Send newsletters, educational resources,

and service updates (with your consent)

Improve our website functionality

and client experience

Comply with legal, regulatory,

and ethical obligations

3. Information Sharing

We do not sell, rent, or trade

your personal information.
We may share information only

in these limited cases:

With trusted third-party service

providers who assist in operations

(e.g., secure document storage, email platforms, payment processors)

When legally required

(court orders, subpoenas, or regulatory compliance)

To protect our rights, clients,

or firm from fraud or misuse

All third parties are bound by

confidentiality and data protection agreements.

4. Data Security

We implement strict security measures to safeguard your personal and financial data, including encryption, secure servers, and controlled access. However, no online transmission or

storage method is completely secure,

and we cannot guarantee absolute protection.

5. Your Rights and Choices

You have the right to:

Request access to or correction of your personal data

Opt out of marketing communications at any time

Request deletion of your data,

where applicable under law

To exercise these rights, contact us at cp@[email protected]

6. Cookies and Tracking Technologies

We use cookies to enhance your website experience and analyze traffic patterns. You can manage or disable cookies through your browser settings, though some site features may

not function properly without them.

7. Data Retention

We retain personal and financial data only as long as necessary to fulfill our professional, legal,

and regulatory obligations or as required by law.

8. Third-Party Links

Our website may include links to third-party platforms, such as partner sites, educational resources, or social media. We are not responsible for the privacy practices or content

of these external websites.

9. Children’s Privacy

Our services are intended for adults and business professionals.

We do not knowingly collect information from individuals under 18 years of age.

10. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page

with a revised effective date. Please review this policy regularly to stay informed about how we protect your information.