Privacy Policy for MICHAEL DIPIETRO, C.P.A., A.P.C.

Effective Date: 01/30/2015

MICHAEL DIPIETRO, C.P.A., A.P.C. is committed to protecting the privacy and confidentiality of our clients’ personal, financial, and tax information. This Privacy Policy describes how we collect, use, safeguard, and share information in accordance with applicable federal and California laws, including GLBA, CCPA, IRS regulations, California FTB rules, and professional standards of the AICPA.

1. Information We Collect

We may collect information necessary to provide professional accounting and tax services, including:

• Personal Information: Name, address, phone number, email, Social Security number, date of birth, and other identifying information.
• Financial Information: Bank accounts, income, assets, liabilities, tax documents, investment details, and other financial records.
• Other Information: Any other data necessary to provide services or comply with legal obligations.

2. How We Use Your Information

We use client information strictly for legitimate purposes, including:

• Preparing and filing federal and state tax returns.
• Providing accounting, bookkeeping, auditing, and consulting services.
• Complying with legal, regulatory, and professional obligations.
• Communicating with clients regarding services, updates, or required actions.

Compliance with Tax Authorities:
We comply with IRS Circular 230, IRC §7216, and California FTB confidentiality rules. Tax information is used only for tax preparation, filing, and compliance purposes and is not disclosed without client consent, except as required by law.

3. How We Share Information

We share information only under specific circumstances:

• With employees, contractors, or service providers who need it to perform services on our behalf, under strict confidentiality obligations.
• As required by law, including IRS, FTB, or other regulatory authorities.
• In response to legal processes, subpoenas, or court orders.
• To protect our legal rights or the safety of clients and others.
• For professional peer review or quality control, as allowed under AICPA standards.

We do not sell or share client information for marketing purposes.

4. Data Security

We maintain reasonable safeguards to protect client information:

• Secure storage of physical and electronic records.
• Access controls, passwords, and encryption where appropriate.
• Employee training on confidentiality and data protection policies.

No method of transmission or storage is completely secure; however, we use industry-standard practices to protect your information.

5. California Privacy Rights (CCPA)

California residents have rights under the California Consumer Privacy Act (CCPA):

• Right to Know: Request access to personal information collected, used, or disclosed.
• Right to Delete: Request deletion of personal information, subject to legal and professional retention requirements.
• Right to Opt-Out: Limit the sale of personal information (we do not sell client data).

To exercise these rights, contact us using the information below.

6. Retention of Information

We retain client records in accordance with federal and state law and professional standards (generally at least seven years). After the retention period, records are securely destroyed.

7. Updates to This Policy

We may update this Privacy Policy periodically. The effective date will be updated to reflect material changes, and significant updates will be communicated to clients as appropriate.

8. Contact Information

For questions, concerns, or to exercise privacy rights, please contact:

MICHAEL DIPIETRO, C.P.A., A.P.C.
907 South Myrtle Avenue
Monrovia, Ca. 92647
626-486-1300
info@mdcpainc.com