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Privacy Policy
R.L. Allen CPA, PLLC
Last Updated: January 2026
Overview
This Privacy Policy describes the policies and procedures of R.L. Allen CPA, PLLC ("R.L. Allen CPA," "we," "our," or "us") regarding the collection, use, disclosure, and protection of your information when you use our website or engage our professional services. This policy explains your privacy rights and how the law protects you.
We use your personal data for providing professional accounting and tax services. We do not sell your data to other companies or third parties. By using our website or engaging our services, you agree to the collection and use of information in accordance with this Privacy Policy.
PLEASE READ THIS POLICY CAREFULLY. IF YOU DO NOT AGREE TO THIS POLICY, PLEASE DO NOT USE OUR WEBSITE OR SERVICES.
Interpretation and Definitions
Interpretation
The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.
Definitions
For the purposes of this Privacy Policy:
Account means a unique account created for you to access our services or client portal.
Company (referred to as either "the Company", "we", "us" or "our" in this Agreement) refers to R.L. Allen CPA, PLLC.
Cookies are small files that are placed on your computer, mobile device or any other device by a website, containing details of your browsing history on that website among its many uses.
Country refers to: Minnesota, United States
Device means any device that can access the website such as a computer, a cellphone or a digital tablet.
Personal Data is any information that relates to an identified or identifiable individual.
Service refers to the website and professional accounting services provided by R.L. Allen CPA, PLLC.
Service Provider means any natural or legal person who processes the data on behalf of the Company. It refers to third-party companies or individuals employed by the Company to facilitate the Service, to provide the Service on behalf of the Company, to perform services related to the Service or to assist the Company in analyzing how the Service is used.
Website refers to R.L. Allen CPA, PLLC, accessible from [your website URL]
You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service, as applicable.
Information We Collect
Types of Data Collected
Personal Data
When you engage our services or use our website, we may ask you to provide certain personally identifiable information that can be used to contact you or provide services to you. Personally identifiable information may include, but is not limited to:
Email address
First name and last name
Phone number
Address, State, Province, ZIP/Postal code, City
Social Security Number or Tax Identification Number
Financial information necessary for tax preparation and accounting services
Business information including revenue, expenses, and financial records
Banking information for payment processing
Usage Data
Usage Data is collected automatically when using the website. Usage Data may include information such as your device's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our website that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.
When you access the website by or through a mobile device, we may collect certain information automatically, including, but not limited to, the type of mobile device you use, your mobile device unique ID, the IP address of your mobile device, your mobile operating system, the type of mobile Internet browser you use, unique device identifiers and other diagnostic data.
Tracking Technologies and Cookies
We use cookies and similar tracking technologies to track activity on our website and store certain information. Tracking technologies used may include beacons, tags, and scripts to collect and track information and to improve and analyze our Service.
You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our website.
How We Use Your Information
R.L. Allen CPA, PLLC uses the collected data for various purposes:
To provide and maintain our professional accounting and tax services
To notify you about changes to our services
To provide customer support
To gather analysis or valuable information so that we can improve our services
To monitor the usage of our website
To detect, prevent and address technical issues
To fulfill our obligations under engagement letters and service agreements
To comply with legal and regulatory requirements, including IRS regulations
To communicate with you about your account, services, and important updates
To process payments and maintain financial records
To provide you with news and general information about our services
Disclosure of Your Information
Legal Requirements
R.L. Allen CPA, PLLC may disclose your Personal Data in the good faith belief that such action is necessary to:
Comply with a legal obligation, including IRS and tax authority requirements
Protect and defend the rights or property of R.L. Allen CPA, PLLC
Prevent or investigate possible wrongdoing in connection with the Service
Protect the personal safety of users of the Service or the public
Protect against legal liability
Respond to lawful requests by public authorities
Professional Service Providers
We may share your information with third-party service providers who assist us in providing our services, such as:
Tax software providers
Payroll processing companies
Banking institutions
Document storage and management services
IT and security service providers
These service providers have access to your Personal Data only to perform specific tasks on our behalf and are obligated not to disclose or use it for any other purpose.
Business Transfers
If R.L. Allen CPA, PLLC is involved in a merger, acquisition or asset sale, your Personal Data may be transferred. We will provide notice before your Personal Data is transferred and becomes subject to a different Privacy Policy.
Confidentiality and Professional Standards
As a CPA firm, we adhere to professional standards of confidentiality established by the American Institute of Certified Public Accountants (AICPA) and applicable state boards of accountancy. We maintain strict confidentiality of client information except as required by law or authorized by you.
Security of Your Personal Data
The security of your Personal Data is important to us. We implement industry-standard security measures to protect your information, including:
Secure encrypted connections (SSL/TLS)
Password-protected systems and databases
Limited access to personal information on a need-to-know basis
Regular security assessments and updates
Secure document storage and destruction procedures
However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.
Retention of Your Personal Data
R.L. Allen CPA, PLLC will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy and to comply with our legal obligations. We will retain and use your Personal Data to the extent necessary to comply with IRS regulations, state tax requirements, and professional standards, which typically require retention of tax and financial records for a minimum of seven years.
Transfer of Your Personal Data
Your information, including Personal Data, is processed at R.L. Allen CPA, PLLC's operating offices and in any other places where the parties involved in the processing are located. This means that this information may be transferred to and maintained on computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.
Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.
R.L. Allen CPA, PLLC will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy.
Your Rights and Choices
Depending on your location, you may have certain rights regarding your Personal Data, including:
The right to access your Personal Data
The right to request correction of inaccurate Personal Data
The right to request deletion of your Personal Data (subject to legal retention requirements)
The right to object to processing of your Personal Data
The right to request restriction of processing your Personal Data
The right to data portability
The right to withdraw consent
To exercise these rights, please contact us using the information provided below. Please note that certain information may need to be retained to comply with legal and professional obligations.
Do Not Track Signals
We do not currently respond to Do Not Track signals. We do not track, plant cookies, or use advertising when a Do Not Track browser mechanism is in place.
Links to Other Websites
Our website may contain links to other websites that are not operated by us, including links to tax resources, financial institutions, and regulatory bodies. If you click on a third-party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit.
We have no control over and assume no responsibility for the content, privacy policies or practices of any third-party sites or services.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personally identifiable information from children under 18. If you are a parent or guardian and you are aware that your child has provided us with Personal Data, please contact us so that we can take necessary action.
Changes to This Privacy Policy
We may update our Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or for other reasons. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top of this Privacy Policy.
You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page. For material changes, we may provide additional notice such as via email.
Contact Us
If you have any questions about this Privacy Policy, the practices of R.L. Allen CPA, PLLC, or your dealings with our website or services, please contact us.
For specific questions about your tax or accounting matters, please contact your assigned CPA directly or schedule a consultation through our website.