Privacy Policy — Alexander C. Moore CPA LLC

Effective Date: March 2026

Alexander C. Moore CPA LLC (“the Firm,” “we,” “our,” or “us”) is committed to protecting your privacy and maintaining the confidentiality of all personal information entrusted to us. As a Certified Public Accountant licensed in Maryland, we follow all applicable federal and state confidentiality rules, including IRS Circular 230 and Maryland Board of Public Accountancy regulations.

This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your information.

1. Information We Collect

Information You Provide

We may collect personal information when you contact us, request services, or communicate with the Firm. This may include:

• Name, address, email, and phone number

• Taxpayer identification numbers

• Income, financial, and tax‑related information

• Business information for entity returns

• Any information voluntarily provided during consultations

Information Not Collected Through This Website

This website does not accept uploaded documents, tax forms, or sensitive files. All documents are exchanged exclusively through our Secure Client Portal, which uses encrypted transmission and controlled access.

Automatically Collected Information

When you visit our website, basic technical information may be collected automatically, such as:

• Browser type and device information

• Pages visited

• Cookies used for website functionality

No sensitive personal or tax information is collected automatically.

2. How We Use Your Information

We use personal information only for legitimate business purposes, including:

• Preparing and filing tax returns

• Providing accounting and advisory services

• Communicating with you about your engagement

• Maintaining required records under professional standards

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

3. Confidentiality and Professional Standards

As a CPA firm, we are legally and ethically required to maintain the confidentiality of all client information. We comply with:

• IRS Circular 230

• Maryland Board of Public Accountancy regulations

• Applicable federal and state privacy laws

We disclose information only when:

• You authorize us in writing

• Required by law, subpoena, or regulatory authority

• Necessary to complete your tax filings (e.g., IRS or state agencies)

4. Secure Client Portal

All sensitive documents and tax information are exchanged through our Secure Client Portal, which provides:

• Encrypted file transmission

• Password‑protected access

• Controlled permissions and audit trails

Do not send tax documents via email or through this website.

5. Data Protection

We use reasonable administrative, technical, and physical safeguards to protect your information, including:

• Encrypted storage

• Access controls

• Secure backups

• Regular updates to security practices

6. Third‑Party Service Providers

We may use trusted third‑party vendors for:

• Secure portal hosting

• Appointment scheduling

• Email communication

• Website analytics

These providers are required to protect your information and may not use it for any other purpose.

7. Your Rights

You may request:

• Access to the personal information we hold

• Corrections to inaccurate information

• Deletion of certain information, subject to legal retention requirements

Contact us using the information below to make a request.

8. Data Retention

We retain tax and accounting records as required by:

• IRS regulations

• Maryland Board of Public Accountancy rules

• Professional standards for CPAs

Records are kept only as long as necessary to meet legal and professional obligations.

9. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

10. Contact Information

For questions about this Privacy Policy or your personal information, See contact information below.

Terms of Service — Alexander C. Moore CPA LLC

Effective Date: [Pending business registration]

These Terms of Service (“Terms”) govern your use of the website operated by Alexander C. Moore CPA LLC (“the Firm,” “we,” “our,” or “us”). By accessing this website, you agree to these Terms.

1. Informational Use Only

The content on this website is for general informational purposes and does not constitute accounting, tax, legal, or financial advice. Viewing this website does not create a CPA–client relationship.

2. No Client Relationship Without Engagement Letter

A client relationship is established only after both parties sign a written engagement letter. Until then, no services are being provided and no obligations exist.

3. Secure Portal Required for Document Exchange

This website does not accept uploaded documents. All tax documents and sensitive information must be exchanged exclusively through our Secure Client Portal.

4. User Responsibilities

You agree not to misuse the website, attempt unauthorized access, or submit false or misleading information through contact forms.

5. Intellectual Property

All content on this website is the property of Alexander C. Moore CPA LLC and may not be reproduced without permission.

6. Limitation of Liability

The Firm is not liable for damages arising from your use of this website or reliance on its content. Services are governed solely by the terms of the signed engagement letter.

7. Third‑Party Links

This website may contain links to third‑party sites. We are not responsible for their content or privacy practices.

8. Changes to Terms

We may update these Terms at any time. Continued use of the website constitutes acceptance of the updated Terms.

9. Contact

For questions about these Terms: See contact information below