Privacy policy

Effective Date: February 23, 2025

1. Introduction

Eastlake CPA LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website, https://eastlakecpa.com, or engage with our services.

By using our website, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our site.

2. Information we collect

We collect personal information in the following ways:

A. Information you provide to us

  • When you contact us through a form, email, or phone, we may collect your name, email, phone number, and business details.

  • If you engage our services, we may collect financial information, business records, or tax-related documents as necessary for bookkeeping or tax preparation.

B. Information collected automatically

We may use cookies and analytics tools to collect non-personal data, including:

  • IP address

  • Browser type

  • Pages visited and time spent on the site

  • Referral sources

You can disable cookies in your browser settings, but this may impact website functionality.

3. How we use your information

We use collected information for the following purposes:

  • Service delivery: To provide CPA services such as bookkeeping, financial reporting, and tax preparation.

  • Communication: To respond to inquiries, provide updates, or send relevant information about our services.

  • Legal and compliance: To meet regulatory obligations, including financial reporting and professional CPA requirements.

  • Website improvement: To analyze site traffic and improve the user experience.

We do not sell, rent, or trade your personal information to third parties.

4. Sharing your information

We only share personal data in the following cases:

  • With service providers: If we use third-party platforms, such as cloud accounting software or analytics tools, they may process data on our behalf.

  • Legal compliance: If required by law, court order, or regulatory authorities, such as the IRS or state tax agencies.

  • Business transfers: If Eastlake CPA LLC undergoes a sale or merger, your information may be transferred to the new entity.

Any third-party providers are required to maintain confidentiality and security of your data.

5. Data security

We take reasonable measures to protect your personal data from unauthorized access, alteration, or disclosure. Security measures include:

  • Secure servers and encryption protocols

  • Limited access to personal data, restricted to authorized personnel

  • Compliance with CPA industry data protection standards

However, no system is completely secure, and we cannot guarantee absolute protection.

6. Your rights and choices

Depending on your location, you may have the right to:

  • Access – Request a copy of the personal data we hold about you.

  • Correct – Request corrections to inaccurate or incomplete data.

  • Delete – Request deletion of your personal information, subject to legal retention requirements.

  • Opt-out – Unsubscribe from marketing emails or restrict cookie tracking.

To exercise these rights, contact us at hello@eastlakecpa.com.

7. Retention of data

We retain your personal information as long as necessary to:

  • Provide CPA services to you

  • Comply with legal, tax, or accounting obligations

  • Maintain business records in line with professional CPA guidelines

8. Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Your continued use of our website after updates constitutes acceptance of the revised policy.

9. Contact us

If you have any questions about this Privacy Policy, contact us at:

Email: hello@eastlakecpa.com

Mailing address:

Eastlake CPA LLC
720 Seneca St Ste 107 # 356
Seattle, WA 98101