Privacy Policy

1Who We Are

Accrulyn Financial Services ("Accrulyn", "we", "us", or "our") is a CPA firm providing accounting, tax planning, bookkeeping, and fractional CFO services to businesses and individuals across the United States.

We operate from two physical offices:

• New York: 83 Woodbury Rd, Hicksville, NY 11801
• California: 20100 S Western Ave R204, Torrance, CA 90501

For privacy-related enquiries, you may contact us at connect@accrulyn.com.

2Information We Collect

We collect information you provide directly to us, as well as information collected automatically when you use our website or services.

Information You Provide

• Contact information: Name, email address, phone number, company name
• Financial information: Information necessary to perform accounting, tax, or CFO services — including income, expenses, bank account details, and tax documents
• Business information: Entity type, industry, revenue, business structure
• Communication records: Emails, messages, and notes from consultations

Information Collected Automatically

• Log data: IP address, browser type, pages visited, time and date of visits
• Device information: Hardware model, operating system, browser version
• Cookies and tracking technologies: As described in Section 6 below

3How We Use Your Information

We use the information we collect for the following purposes:

• To provide, maintain, and improve our accounting, tax, and financial advisory services
• To communicate with you about your account, services, and enquiries
• To prepare and file tax returns and financial documents on your behalf
• To send service updates, deadline reminders, and relevant financial information
• To comply with legal and regulatory obligations as a licensed CPA firm
• To detect, prevent, and address fraud or security issues
• To analyse website usage and improve our online services
• To process payments for our services

4Information Sharing & Disclosure

We do not sell, rent, or trade your personal information. We may share your information in the following limited circumstances:

Service Providers

We work with trusted third-party service providers who assist in operating our business (e.g. accounting software providers like QuickBooks and Xero, secure file sharing platforms, email service providers). These providers are contractually obligated to protect your information.

Legal Requirements

We may disclose your information if required by law, court order, or governmental authority — including to comply with IRS requirements and other regulatory bodies applicable to CPA firms.

Professional Obligations

As a licensed CPA firm, we may share information with relevant tax authorities (IRS, state revenue departments) when filing returns on your behalf, as authorised by you through signed engagement letters.

Business Transfer

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. You will be notified via email or prominent notice on our website.

5Data Security

We take the security of your information seriously, particularly given the sensitive financial nature of the data we handle as a CPA firm.

• All data is transmitted using SSL/TLS encryption (HTTPS)
• Financial documents are stored in encrypted, access-controlled environments
• Access to client data is restricted to authorised Accrulyn staff only
• We conduct regular security reviews and staff training on data protection
• We use multi-factor authentication for all internal systems containing client data

While we implement robust security measures, no method of electronic transmission or storage is 100% secure. In the event of a data breach that affects your personal information, we will notify you promptly in accordance with applicable law.

6Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to improve your experience and understand how our site is used.

Types of Cookies We Use

• Essential cookies: Required for the website to function properly (e.g. form submissions, security)
• Analytics cookies: Help us understand how visitors interact with our website (e.g. Google Analytics)
• Marketing cookies: Used to show relevant advertisements (e.g. Meta Pixel for Facebook/Instagram ads, Google Ads tracking)

Managing Cookies

You may disable cookies through your browser settings. Note that disabling certain cookies may affect the functionality of our website. You can also opt out of Google Analytics by visiting tools.google.com/dlpage/gaoptout.

7Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• Right to access: Request a copy of the personal information we hold about you
• Right to correction: Request correction of inaccurate or incomplete information
• Right to deletion: Request deletion of your personal information, subject to legal retention requirements
• Right to restrict processing: Request that we limit how we use your information
• Right to portability: Request your data in a portable, machine-readable format
• Right to object: Object to processing based on legitimate interests or for marketing purposes
• Right to opt out of marketing: Unsubscribe from marketing communications at any time

California Residents (CCPA): California residents have additional rights under the California Consumer Privacy Act, including the right to know what personal information is collected, the right to opt out of the sale of personal information (we do not sell personal information), and the right to non-discrimination for exercising your privacy rights.

To exercise any of these rights, please contact us at connect@accrulyn.com. We will respond within 30 days.

8Data Retention

We retain your personal information for as long as necessary to provide our services and comply with our legal obligations.

• Client financial records: We retain tax returns, financial statements, and related documents for a minimum of 7 years in accordance with IRS guidelines and professional CPA standards
• Communication records: Retained for 3 years after the last interaction
• Website analytics data: Retained for up to 26 months
• Marketing data: Retained until you unsubscribe or request deletion

When we no longer need your information, we securely delete or anonymise it in accordance with our data disposal procedures.

9Third-Party Links

Our website may contain links to third-party websites and services, including Calendly (for scheduling), QuickBooks, Xero, and others. These websites have their own privacy policies, and we are not responsible for their privacy practices.

We encourage you to review the privacy policies of any third-party sites you visit through links on our website.

10Children's Privacy

Our services are intended for businesses and individuals aged 18 and over. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take steps to delete that information promptly.

If you believe we may have inadvertently collected information from a minor, please contact us immediately.

11Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. When we make material changes, we will:

• Update the "Last Updated" date at the top of this page
• Notify active clients by email if changes are significant
• Post a notice on our website homepage for 30 days following material changes

Your continued use of our services after any changes constitutes your acceptance of the updated Privacy Policy. We encourage you to review this page periodically.

12Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please don't hesitate to contact us: