Privacy Policy

Effective Date: November 2025
Last Updated: January 2026

This Privacy Policy describes the policies of Susan C. Lloyd CPA, 329 Lake Boulevard, Redding CA 96003 USA, email help@1cpa4u.com, phone 530-221-1609, regarding the collection, use, and disclosure of information obtained when you use our website (https://1cpa4u.com) (the “Service”).

By accessing or using the Service, you consent to the practices described below. If you do not agree, please discontinue use of the Service.

We may revise this Policy at any time. Updates will appear on this page with the revised effective date. Continued use of the Service after any update constitutes acceptance of the new Policy.

1. Information We Collect

We may collect and process the following categories of information:

Personal Information

Name
Email address
Phone number
Physical or mailing address
Payment or billing information (for transactions or quotes)
Opt-in records and timestamps for communication channels (SMS, email, etc.)

Non-Personal Information

IP address, browser type, and device information
Website usage patterns and analytics data
Cookies and similar tracking technologies

Customer Communication & Activity

Records of inquiries and service requests
Appointment details and preferences
Testimonials and customer feedback
Service history

2. How We Collect Information

We collect information in the following ways:

When you complete forms or otherwise submit personal information on the website
When you communicate with us directly (email, phone, SMS, etc.)
Automatically through analytics, cookies, or tracking technologies when you interact with the Service

3. How We Use Your Information

Your information may be used for the following purposes:

To provide, operate, and improve our services
To process payments and transactions
To communicate with you regarding inquiries, appointments, requested services, invoices, and service updates
To create and manage user accounts
For customer feedback and testimonials
To enforce our Terms & Conditions and comply with legal obligations
For administrative purposes and recordkeeping
For website functionality, analytics, fraud prevention, and security

If we wish to use your data for any purpose not listed here, we will obtain your consent before doing so.

4. SMS Messaging & Compliance

By opting in to receive SMS messages, you agree to receive text messages related to your account, requested services, appointment reminders, document requests, invoices, and important updates. Consent to receive SMS messages is not a condition of purchase.

Required Carrier Disclosure

Message frequency varies based on your interaction with our business. Message & data rates may apply. Text STOP to cancel or HELP for assistance.

Opt-In & Consent

You will only receive SMS messages if you have explicitly opted in.
We maintain timestamped records of all opt-in actions.
We comply with the Telephone Consumer Protection Act (TCPA) and all applicable laws.

Opt-Out Instructions

You may cancel SMS notifications at any time by replying STOP.
You will receive a confirmation message, and no further SMS messages will be sent unless you re-opt in.
All opt-out requests are processed promptly.

Help & Support

Reply HELP for assistance or email help@1cpa4u.com. Customer support is available during normal business hours.

Carrier Information

Standard message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

SMS Data Protection

We do not sell, rent, or share mobile opt-in information, SMS consent records, or related personal data with third parties for marketing or promotional purposes. SMS data may be shared only with trusted service providers (such as SMS platforms or aggregators) strictly as necessary to deliver messaging services.

5. Information Sharing & Disclosure

We do not sell, rent, or trade your personal information. We may share limited data only in the following cases:

Service Providers

Trusted third parties who assist in business operations (e.g., payment processors, scheduling software, SMS providers). These providers are contractually obligated to maintain confidentiality and data security.

Legal Compliance

To comply with laws, regulations, court orders, or other legal requests, or to enforce our agreements and protect our rights.

Business Transfers

If our business is merged, acquired, or transferred, your information may be included among the transferred assets under the same privacy protections.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy or as required by law, including tax, accounting, and regulatory recordkeeping requirements. Certain information may be retained longer where legally required or necessary for fraud prevention and compliance.

7. Data Security

We implement reasonable technical and organizational measures to protect your data, including:

Encryption of sensitive information in transit and at rest
Secure authentication and access controls
Employee training on data protection
Regular security assessments and software updates
Secure backup and disaster-recovery systems

Despite these efforts, no online transmission or storage system is completely secure, and we cannot guarantee absolute protection.

8. Cookies & Tracking Technologies

We use cookies and similar tools to:

Analyze website traffic and user behavior
Remember preferences and improve user experience
Maintain website functionality and security

You can manage cookies through your browser settings; disabling cookies may limit certain website features.

9. Your Rights & Choices

Depending on applicable laws, you may have the right to:

Access, correct, or delete your personal information
Request a copy of your data
Withdraw consent for data processing
Opt out of marketing emails via unsubscribe links
Opt out of SMS by replying STOP
Restrict or object to certain processing activities

To exercise these rights, contact us at help@1cpa4u.com. Requests will be addressed in accordance with legal requirements.

10. Third-Party Links

Our website may contain links to third-party websites not operated by us. We are not responsible for the privacy practices or content of those sites.

11. Changes to This Policy

We may update this Policy periodically. The most current version will always appear on our website, and the effective date will indicate the last revision.

12. Contact Information

If you have questions or concerns regarding this Privacy Policy or our data practices, please contact:

Susan C. Lloyd CPA
329 Lake Boulevard, Redding CA 96003
Email: help@1cpa4u.com
Phone: 530-221-1609
Website: https://1cpa4u.com