Privacy Policy

1. Overview

Oh & Co., CPA ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy describes how we collect, use, and safeguard your personal information when you visit ohcocpa.com, use our client portal, or engage our professional services.

2. Information We Collect

We may collect the following types of information:

Information you provide directly: Your name, email address, phone number, mailing address, and any other information you submit through our website forms, client portal, or during the course of our professional engagement. This includes tax documents, financial records, and other materials necessary to provide our services.

Information collected automatically: When you visit our website, we may collect certain information automatically, including your IP address, browser type, operating system, referring URLs, and pages viewed. We may use cookies or similar technologies to enhance your experience.

Communications: If you contact us via phone, email, text message, or the website chat widget, we may retain records of those communications.

3. How We Use Your Information

We use the information we collect to provide and improve our tax advisory, tax preparation, and bookkeeping services; to communicate with you about your account, appointments, and service updates; to send service-related messages via email, phone, or text message, including appointment reminders, follow-up communications, and review requests; to comply with legal and regulatory obligations, including those required by the Internal Revenue Service, the California Board of Accountancy, and applicable tax authorities; and to maintain and improve our website and client portal.

4. Text Messaging

By providing your phone number and engaging our services, you consent to receive service-related text messages from Oh & Co., CPA. These messages may include appointment reminders, service updates, and follow-up communications. Message frequency varies based on your service activity. Message and data rates may apply. You may opt out at any time by replying STOP to any text message. Reply HELP for assistance.

5. How We Protect Your Information

We take the security of your personal and financial information seriously. We implement appropriate technical and organizational measures to protect your data from unauthorized access, disclosure, alteration, or destruction. Our client portal uses encryption to protect data in transit. As a licensed CPA, we are bound by professional standards of confidentiality, including those set forth in IRC Section 7216 regarding the disclosure and use of tax return information.

6. Information Sharing

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances: with third-party service providers who assist us in operating our business (such as our practice management platform, email service, and payment processor), and only to the extent necessary for them to provide their services; when required by law, regulation, or legal process; when necessary to protect our rights, safety, or property; and with your explicit consent.

7. Third-Party Services

Our website and practice may use third-party services including, but not limited to, practice management software, payment processing, scheduling tools, and analytics services. These third parties have their own privacy policies, and we encourage you to review them. We are not responsible for the privacy practices of third-party services.

8. Cookies

Our website may use cookies and similar technologies to improve your browsing experience and analyze website traffic. You can control cookie settings through your browser preferences. Disabling cookies may affect the functionality of certain features on our website.

9. Your Rights

Under California law, including the California Consumer Privacy Act (CCPA), you may have certain rights regarding your personal information, including the right to know what personal information we collect and how it is used, the right to request deletion of your personal information (subject to legal and regulatory retention requirements), and the right to opt out of the sale of your personal information (we do not sell personal information). To exercise any of these rights, please contact us at david@ohcocpa.com.

10. Data Retention

We retain client records and personal information for as long as necessary to provide our services and to comply with legal, regulatory, and professional obligations. Tax records and related documentation are retained in accordance with IRS guidelines and applicable state requirements.

11. Children

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Your continued use of our website after any changes constitutes acceptance of the updated policy.

13. Contact

If you have any questions about this Privacy Policy, please contact us:

Oh & Co., CPA
Orange County, California
Email: david@ohcocpa.com
Website: https://ohcocpa.com