Legal
Privacy Policy
This policy describes how information submitted through this website is handled. It does not modify the confidentiality obligations that apply to client engagements.
Information collected through this site
The inquiry form collects your name, email address, phone number, business name, industry, approximate revenue range, and a description of your primary financial concern. The form does not request Social Security numbers, tax identification numbers, bank account details, or other sensitive personal information, and you should not include them.
How the information is used
Submissions are used only to respond to your inquiry, assess whether the firm is a fit for the work described, and prepare for an initial conversation. Information from the form is not sold and is not shared for advertising purposes.
Client information
Information provided during an active engagement is handled under the firm's professional obligations of client confidentiality and is exchanged through the firm's secure client portal rather than through this website.
Retention
Inquiry submissions are retained for as long as needed to respond and to maintain ordinary business records. You may ask that your inquiry information be deleted by contacting the office.
Third-party services
This website may use standard hosting and analytics infrastructure that records ordinary technical information such as IP address, browser type, and pages visited. That information is used to keep the site working and understand general usage.
Contact
Questions about this policy, or requests concerning information you have submitted, can be directed to the office by phone or email.
Reach the office
Colella CPA Co., P.C.1120 6th Avenue, 4th Floor
New York, NY 10036
(347) 627-0060
mark@colellacpa.com