Legal

Privacy Policy

Last updated: February 21, 2026

Haven & Key CPA LLP ("we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect information submitted through our website.

Information We Collect

Contact details you provide, such as name, email, phone number, and inquiry details.
Basic website usage information, including browser/device data and page interactions.
Information submitted voluntarily through email or contact forms.

How We Use Information

Respond to inquiries and provide requested services.
Evaluate engagement fit and communicate service scope.
Maintain internal business records and improve website performance.
Comply with applicable legal, regulatory, and professional obligations.

No Sensitive Submission Through Public Forms

Do not submit Social Security numbers, full financial account numbers, or highly sensitive tax records through general web forms or unencrypted email unless instructed through a secure channel.

Cookies and Analytics

This website may use basic cookies or similar technologies for functionality and aggregate analytics. You can control cookies through your browser settings.

Third-Party Services

Contact form submissions may be processed through third-party platforms that transmit messages to our email inbox. Third-party providers maintain their own privacy practices and terms.

Data Retention

We retain inquiry and business communication data for legitimate business purposes, legal compliance, and record-keeping obligations, unless a longer retention period is required by law.

Your Rights

Depending on your state of residence, you may have rights regarding access to, correction of, or deletion of certain personal information. To make a request, contact us at contact@havenkeycpa.com.

Security

We apply reasonable safeguards to protect information. However, no internet transmission or storage method is guaranteed 100% secure.

Policy Updates

We may revise this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.