Privacy Policy

Joel E. Berman, CPA, PA, doing business as CPA Tampa

Last Updated: 10/5/2023

Who we are

Our website address is:


1. Introduction

Welcome to Joel E. Berman, CPA, PA, doing business as CPA Tampa. At CPA Tampa we are committed to safeguarding the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and protect your personal information. By using our services or accessing our website, you consent to the practices described in this policy.

2. Information We Collect

We may collect and process the following types of personal information:
– Contact Information: Names, addresses, email addresses, and phone numbers.
– Financial Information: Financial statements, tax returns, and other financial documents.
– Identification Information: Social Security numbers, tax identification numbers, and government-issued IDs.
– Payment Information: Payment card details or bank account information for billing purposes.
– Communications: Records of your correspondence with us, including emails, phone calls, and messages.
– Website Usage Data: Information collected through cookies and similar tracking technologies, including IP addresses, browser types, and pages visited on our website.

3. How We Use Your Information

We may use your personal information for the following purposes:
– Providing Accounting Services: To perform accounting, tax, and financial services as requested by you.
– Communication: To respond to your inquiries, provide updates on your financial matters, and send important information.
– Billing and Payment: To process payments, invoices, and financial transactions.
– Legal Compliance: To comply with legal and regulatory requirements, including tax laws and financial reporting.
– Marketing: To send you information about our services and events, with your consent.

4. Information Sharing

We do not sell, rent, or lease your personal information to third parties. However, we may share your information in the following circumstances:
– With Your Consent: When you have given us explicit permission to share your information.
– Service Providers: With third-party service providers who help us with various business functions, such as payment processing, IT support, and marketing.
– Legal Obligations: When required to comply with legal obligations, court orders, or government requests.

5. Data Security

We employ security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. However, no data transmission or storage can be guaranteed to be 100% secure, and we cannot ensure or warrant the security of any information you provide to us.

6. Your Rights

You have the right to:
– Access and update your personal information.
– Request the deletion of your personal information, subject to legal obligations.
– Object to the processing of your personal information for marketing purposes.
– Withdraw consent where we rely on your consent for processing.

7. Contact Us

If you have any questions about this Privacy Policy or want to exercise your rights, please contact us at:
Joel E. Berman, CPA, PA, doing business as CPA
801 West Bay Drive Suite 435 Largo, Florida 33770
(727) 587-0376

8. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal compliance. We encourage you to periodically review this policy for any updates.