Privacy Policy
How we handle information collected through this website and our client engagements.
We collect information you provide voluntarily through our contact form and client portal — such as your name, business, email, phone, and general description of the services you're interested in. We use this information solely to respond to your inquiry and to provide the services you engage us for.
Sensitive tax and financial information should never be transmitted through this website's general contact form. Please use our Secure Client Portal for confidential documents.
We do not sell or share your information with third parties for marketing purposes. We use industry-standard security practices to protect information transmitted to and stored by us, consistent with the professional ethical standards applicable to CPAs.
Questions about this policy? Call (949) 800-6008 or email scheong@idealaccountingtaxservices.com.