Welcome to Spoto CPA’s website. Spoto CPA has created this statement so that you understand the specific ways in which we demonstrate our respect for your privacy. We appreciate and value that you entrust us with your sensitive personal information, and the primary guide in our privacy policy is our professional and personal commitment to ensuring that you have confidence in our professionalism and dedication to client service.
The core of our commitment is that we do not share any of the personal information that you entrust to us with any third parties for their marketing purposes. We treat your personal information with the utmost respect consistent with this privacy policy.
This Privacy Policy applies to personal information we collect about our clients and prospective clients in the course of providing professional services, as well as information collected from visitors to our website.
What Personal Information We Collect
We collect personal information submitted by individuals through our secure client portal or other software platforms for the purpose of offering or furnishing our products and services to you. The types of personal information we collect may include:
Our website does not collect any personal information about you unless you specifically and knowingly provide such information. Visitors to our website may choose to interact with our website in ways that require us to gather personally-identifying information. For example, visitors may submit a contact form on our website that includes the visitor's email address and any other personal information they choose to share. In each case, our firm collects such information insofar as is necessary or appropriate to fulfill the purpose of the visitor’s interaction with our website. Our firm does not disclose personally-identifying information other than as described below. Visitors are never obligated to supply personally-identifying information.
Disclosure and Transfer of Personal Information
Spoto CPA respects your privacy. We disclose personal information only to those employees and service providers who (i) need to know that information in order to provide requested client services, and (ii) have agreed not to disclose it to others. Spoto CPA does not otherwise share any personal information with third parties who are not service providers unless otherwise required or authorized by applicable law.
These service providers may include providers of tax preparation software, secure client portals, document management systems, and email systems used to support our services. We require our service providers to use your personal information only for the purposes of providing services to us and to implement appropriate safeguards.
If you have supplied your contact information to Spoto CPA, our firm may contact you to follow up on your request. Electronic communications may be “unsubscribed” to by replying as such, providing you with the option to opt out of receiving correspondence of this nature in the future.
We may disclose information to comply with applicable laws and regulations, such as to respond to a subpoena or similar legal process, to protect against misuse or unauthorized use of our website, to limit our legal liability, and to protect our rights or to protect the rights, property, or safety of visitors of this website or the public, and to otherwise cooperate with law enforcement or regulatory authorities.
If we are involved in a merger, acquisition, sale of all or a portion of our practice, or other change of control, personal information may be transferred as part of that transaction. We will require any successor entity to use your personal information in a manner consistent with this Privacy Policy or to provide you with notice before using it in a materially different way.
Residents of certain U.S. states, including California, may have additional rights regarding their personal information under applicable state privacy laws. If you are a resident of one of these states and wish to exercise your rights, please contact us.
Data Retention
Spoto CPA may retain your Personal information as long as necessary for the provision of the services, internal analytical purposes, or to comply with its legal obligations, resolve disputes and enforce agreements (e.g. settlement). The criteria used to determine the retention periods include: (i) how long the personal data is needed to provide the services and operate the business; (ii) the type of personal data collected; and (iii) whether we are subject to a legal, contractual or similar obligation to retain the data (e.g., mandatory data retention laws, government orders to preserve data relevant to an investigation, or data that must be retained for the purposes of litigation or disputes).
Security
Spoto CPA takes all appropriate measures reasonably necessary, such as requiring multi-factor authentication, to protect against the unauthorized access, use, alteration, or destruction of personal information.
Children
In order to respect the privacy of minors, Spoto CPA does not knowingly collect, maintain or process personal information submitted online via our website by anyone under the age of 18. If we discover such data was collected, we will delete it promptly.
Cookies
This website uses “cookies,” which may automatically collect certain information and data, including browser type, language preference, referring site, and the date and time of each visitor request. “Cookies” are small pieces of data sent to your computer browser from our web server and stored on your computer’s hard drive. The data identifies you as a unique user and facilitates your ongoing access to and use of this website. Cookies also help us diagnose problems with our server and the website. If you do not want us to use cookies when you use this website, you can adjust your internet browser settings not to accept cookies. Your web browser’s help function should tell you how to do this. However, without these identifier files you may not have access to many features that may make your browsing of our website smoother, and some of our services may not function properly. The firm’s purpose in collecting this information is to understand how visitors use our website and to help us improve the functionality of the website.
Privacy Policy Changes
Although most changes are likely to be minor, Spoto CPA may change its Privacy Policy from time to time, and at our firm’s sole discretion. Our firm encourages visitors to check this page for any changes to its Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change. If you have any questions or comments about our Privacy Policy, or if you are located in Europe and wish to exercise your rights as described above, please feel free to contact Spoto CPA at info@spotocpa.com.
Last updated June 17, 2026