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CITRINE CPAs & Advisors (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, use our services, communicate with us, or otherwise engage with CITRINE CPAs & Advisors.

By using our website and services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree, please discontinue use of our site and services.

This policy applies to all data collected through:

• Our website: citrinecpas.com

• Email, phone, VOIP, and SMS communications

• Client onboarding forms and consulting engagements

• Third-party tools we use in normal business operations

Information We Collect
 

Information Provided

• Full name, email, phone number, company name, title, and mailing address

• Client financial records and supporting documentation for advisory, tax, or consulting services

• Form submissions, email inquiries, and communication history

• Login credentials if portal accounts or client dashboards are used

• Feedback, survey responses, testimonials

2.2 Information collected automatically

We collect data through cookies, scripts, and tracking technologies, including:

• IP addresses, device type, browser type, operating system

• Pages visited, time on site, click-through paths, referral URLs

• Behavioral analytics including heatmaps, scroll depth, session recordings (Hotjar)

• Performance logs and security logs

Technologies used include:

• Google Analytics

• Google Tag Manager

• Hotjar

• WordPress core and plugins

• VOIP logging from communication tools

• Email marketing tracking from Mailchimp and Klaviyo

2.3 Information received from third parties

• Marketing platforms

• Data partners

• Financial institutions during client engagements

• Professional partners such as attorneys, advisors, and banks

How We Use Your Information
 

We use personal information to:

• Provide professional accounting, advisory, tax, and consulting services

• Respond to inquiries and support requests

• Process billing, invoices, and client accounts

• Improve website performance and user experience

• Conduct analytics and optimize marketing efforts

• Verify identity and protect against fraud or unauthorized access

• Comply with federal, state, and regulatory obligations

Legal Basis (When Required)
 

Where required by applicable law, processing is based on:

• Contract fulfillment

• Legitimate business interest

• Consent (e.g., marketing communications, cookie tracking)

• Legal obligations related to tax, finance, and compliance

Cookies and Tracking
We use essential, analytics, functional, and marketing cookies. These may track:

• Device behavior

• Email opens and link clicks

• IP-based location

• Session navigation patterns

You may disable non-essential cookies via browser settings. Full details appear in our Cookie Policy.

Sharing of Information
We may share data with:

• Service providers (hosting, email platforms, analytics tools)

• VOIP and SMS communication vendors

• Legal and professional advisors

• Regulatory or government authorities when required by law

• Third parties in mergers, restructuring, or transfers of business assets

We do not sell personal information.

International Data Transfers
Service providers may store or process data outside the United States. Where required, safeguards such as contractual clauses may apply.

Data Retention
We retain information for as long as necessary for:

• Service delivery

• Compliance with tax and regulatory requirements

• Recordkeeping and audit purposes

When no longer needed, data is archived or securely deleted.

Your Rights
Depending on jurisdiction, you may request:

• Access to your data

• Correction or deletion

• Restriction of processing

• Portability

• Withdrawal of consent

• Opt-out of marketing communications

To submit a request, contact info@citrinecpas.com.

Marketing Communications
We may send marketing emails or SMS with your consent or where legally permitted. You may unsubscribe at any time.

Security
We use technical and administrative controls to protect data; however, no method is fully secure. Users are responsible for safeguarding login credentials and access devices.

Third-Party Links
External links are not controlled by us. Please review third-party policies before submitting information.

Children’s Privacy

We do not intentionally collect data from children under 13.

Updates to This Policy
We may update this policy periodically. Continued use of the website indicates acceptance of changes.

Contact Us
 

CITRINE CPAs & Advisors

5737 Kanan Road, Suite 721, Agoura Hills, CA 91301

424.259.2119

info@citrinecpas.com