Last updated: November 2026
Information we collect
When you contact us or request a consult, we collect the details you provide, such as your name, email, phone number, company and message. We use basic, privacy-friendly analytics to understand how the site is used.
How we use it
We use your information only to respond to your request, schedule consultations and provide our services. We do not sell or rent your personal information.
Form processing
Our contact form is delivered to info@valuacpa.com through a third-party form-forwarding service, which processes your submission only to deliver it to us.
Client data
Client financial data is handled under our engagement letter and any NDA, with role-based access and least-privilege permissions. AI features operate only on data each user is entitled to see.
Your choices
You may ask us to access, correct or delete your information at any time by emailing info@valuacpa.com.
Terms of use
Content on this site is for general information only and is not accounting, legal, tax or investment advice. Engagements are governed by a signed engagement letter. Screens shown on this site are illustrative, with client details redacted and figures changed.
