Last Updated: October 8, 2026
Northern Bay CPA (“we,” “us,” or “our”) respects your privacy and is committed to being transparent about how information is collected, used, and handled through our website, northernbaycpa.com.
This Privacy Policy explains what information we may collect when you visit our website, submit an inquiry, or request an estimate for our accounting and tax services.
Information We Collect
We may collect information that you voluntarily provide when completing a form or contacting Northern Bay CPA, including:
- Your name, email address, phone number, and preferred method of contact.
- Information about your individual or business accounting needs.
- Details provided through our Tax Estimate and Bookkeeping Estimate forms, such as filing circumstances, business structure, bookkeeping activity, and requested services.
- Additional information you choose to include in a message or inquiry.
We may also collect limited technical information associated with website visits, such as browser type, device information, IP address, and general website usage information, depending on the technologies enabled on our website.
How We Use Your Information
Information submitted through our website may be used to:
- Respond to questions and service inquiries.
- Prepare preliminary estimates for tax preparation, bookkeeping, and related accounting services.
- Evaluate whether our services are appropriate for your needs.
- Communicate with you regarding requested services and next steps.
- Maintain, operate, and improve our website.
- Protect our website and communications from spam, fraud, or misuse.
- Comply with applicable legal and professional obligations.
Submitting an inquiry or estimate request does not establish a CPA-client relationship. A professional engagement begins only after the appropriate engagement arrangements have been completed.
Tax and Financial Information
Our website’s estimate forms are intended to gather preliminary information to help us understand your needs and provide an initial estimate.
Please do not submit Social Security numbers, bank account numbers, passwords, complete tax returns, or other highly sensitive financial documents through general website forms or ordinary email.
When confidential documents or additional financial information are required, Northern Bay CPA will provide instructions for submitting them through an appropriate secure method.
How Information Is Shared
We do not sell personal information submitted through our website.
Information may be processed by third-party service providers that support website hosting, email delivery, form processing, security, and other business operations.
We may also disclose information when required by applicable law, legal process, or professional obligations, or when reasonably necessary to protect our rights and the security of our services.
Information provided through the website is not shared with third parties for their independent marketing purposes unless otherwise disclosed or authorized.
Website Forms and Email Communications
When you submit a form, the information you provide is transmitted to Northern Bay CPA for review and follow-up.
Although we take reasonable care in handling inquiries, ordinary email and website communications may involve security risks. Please avoid sending highly sensitive personal or financial information unless you have been directed to use an appropriate secure method.
Cookies and Website Analytics
Our website may use cookies and similar technologies necessary for website functionality, security, and performance.
If website analytics tools are enabled, they may collect information about how visitors interact with the website, such as pages visited, approximate location, device type, and referral sources.
You can manage or restrict cookies through your browser settings. Disabling certain cookies may affect website functionality.
Third-Party Websites
Our website may contain links to external websites or services. Northern Bay CPA is not responsible for the privacy practices or content of those third-party websites.
We encourage visitors to review the privacy policies of external websites before providing personal information.
Data Retention
We retain information collected through website inquiries for as long as reasonably necessary to respond to requests, manage business communications, maintain appropriate records, and meet applicable legal or professional obligations.
Retention periods may vary depending on the type of information and the purpose for which it was collected.
Data Security
We use reasonable administrative and technical measures intended to protect information handled through our website and business communications.
However, no website, electronic transmission, or data storage system can be guaranteed to be completely secure.
Your Privacy Choices
You may contact Northern Bay CPA to request information about personal data you have submitted through our website or to request that information be corrected or deleted, subject to applicable legal, professional, and recordkeeping requirements.
Changes to This Privacy Policy
Northern Bay CPA may update this Privacy Policy periodically to reflect changes in website functionality, business practices, or applicable requirements.
Any updates will be posted on this page with a revised “Last Updated” date.
Contact Us
If you have questions about this Privacy Policy or how information submitted through our website is handled, please contact:
Northern Bay CPA
Website: northernbaycpa.com
Email: info@northernbaycpa.com