Privacy Policy

North Cascades CPA, PLLC
Effective Date: September 8, 2026

North Cascades CPA, PLLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, share, and safeguard information when you visit our website, contact our firm, use our professional services, or communicate with us by text message.

 

Information We Collect

We collect information you provide when you contact us, request information, engage our services, or communicate with our team. Depending on your interaction with us, this may include:

• Contact information: Your name, email address, mailing address, and telephone number.

• Client and engagement information: Information relevant to accounting, tax preparation, bookkeeping, payroll, advisory services, and other professional services you request.

• Financial and tax information: Documents and records you provide in connection with an engagement.

• Communications: Inquiries, correspondence, and information you voluntarily provide.

• SMS information: Your mobile phone number, message content, communication dates and times, and records of messaging consent and opt-out requests.

Our website and hosting services may also collect technical information, such as your IP address, browser type, device information, pages visited, and access times, to support website operation and security.

​

How We Use Your Information

We use information as appropriate to:

• Respond to inquiries and requests.

• Provide accounting, tax, bookkeeping, payroll, advisory, and related professional services.

• Establish and manage client engagements.

• Schedule appointments and send reminders.

• Request documents or information needed for your services.

• Communicate engagement updates and provide customer support.

• Maintain business records and fulfill legal, regulatory, and professional obligations.

• Protect the security and integrity of our website, systems, and client information.

• Record and honor communication preferences.

Information collected through SMS is used to support your inquiries, client relationship, and requested services. We do not send marketing, promotional, or unsolicited advertising text messages.

​

How We Share Information

We do not sell or rent client information.

We disclose personal or financial information only when permitted by applicable law and our professional obligations, including:

• To provide contracted services: With service providers that support our operations or help deliver the services you request, to the extent necessary for those purposes.

• With your authorization: When you specifically authorize a disclosure.

• As required by law: To comply with applicable legal requirements, valid legal process, or regulatory obligations.

​

Mobile Information and SMS Consent

We do not sell, rent, or share mobile phone numbers, SMS opt-in data, or SMS consent with third parties or affiliates for marketing or promotional purposes.

SMS opt-in data and consent are excluded from the general service-related sharing described above, except that we may disclose them to messaging platforms, telecommunications carriers, and other providers as necessary to operate and deliver our text messaging services. We may also disclose information when required by law.

Your consent to receive text messages from North Cascades CPA, PLLC does not authorize another organization to send you messages.

​

Website Technologies and Third-Party Links

Our website may use cookies or similar technologies to support functionality and maintain security. You can manage cookies through your browser settings. Disabling cookies may affect how certain website features work.

Our website may contain links to third-party websites or services. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing personal information.

​

Information Security

We maintain administrative, technical, and physical safeguards designed to protect client information in accordance with applicable legal, regulatory, and professional requirements.

No electronic transmission or storage method is completely secure. SMS is not a secure method for transmitting sensitive financial, tax, or personally identifiable information. Do not send Social Security numbers, full financial account numbers, passwords, tax documents, or other sensitive records by text message. Contact our office for an appropriate method of securely providing confidential information.

​

Information Retention

We retain information for as long as reasonably necessary to provide services, manage client engagements, maintain required records, resolve disputes, and fulfill applicable legal, regulatory, and professional obligations.

Opting out of text messages stops future SMS communications, other than a final opt-out confirmation. It does not automatically delete existing client records, message history, or consent records that we need or are required to retain.

​

Your Privacy Choices

You may contact us to request access to or correction of your personal information, ask about our information practices, or update your communication preferences. We will address requests as required by applicable law and may need to verify your identity before responding.

Some information may need to be retained to meet legal, regulatory, or professional obligations.

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact our office. Additional details are provided in our Terms and Conditions.

​

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. When required, we will provide additional notice or obtain consent before making changes to how we use your information.

​

Contact Us

If you have questions about this Privacy Policy or our information practices, please contact:

North Cascades CPA, PLLC
Phone: 206-283-1627
Email: Info@NorthCascadesCPA.com