Last Updated: November 2026

1. Who we are

Arman Chowdhury CPA PC, operating as Arman CPAs and Advisors ("Arman CPA", "we", "us", "our"), is an accounting and advisory firm based in New York. This Privacy Policy explains what personal information we collect, how we use and protect it, and the choices you have.

This policy applies to armancpa.com, our landing pages, forms, booking calendars, client portal, emails, and text messages. By using them, you agree to this policy.

Information we receive while providing accounting, tax, or advisory services is also governed by your engagement letter and by professional confidentiality rules. Where those are stricter than this policy, they control.

2. Information we collect

Information you give us

When you contact us, schedule a consultation, or use our client portal, we may collect:

• Contact details: name, email address, phone number, mailing address, business name and role.
• Inquiry details: anything you write in a form, survey, chat, email, or text message.
• Booking details: appointment dates, times, and notes you add when scheduling a call.
• Client information: financial, business, and tax information needed to provide our services.
• Payment details: billing information handled by our payment processor. We do not store full card numbers.

Information collected automatically

When you visit our website, we may collect your IP address, browser type, operating system, pages viewed, referring pages, and time spent on our site. This is used to improve your experience and our website performance. Cookies and tracking tools are described in section 7.

Information from other sources

• Advertising and social platforms, when you submit a lead form on those platforms.
• Publicly available business information and referrals from people who know you.

3. How we use information

We use personal information to:

• Respond to inquiries and schedule and confirm appointments.
• Provide accounting, tax, bookkeeping, payroll, and related services, and manage client relationships.
• Communicate with you about your account, services, and deadlines.
• Send service messages such as tax deadline reminders, follow-ups, and account notices.
• Send newsletters, educational content, and marketing, where you have agreed to receive it.
• Run, measure, and improve our website, services, content, and advertising.
• Process payments and keep business records.
• Protect against fraud and misuse, and meet our legal, regulatory, and professional obligations.

We do not sell, trade, or rent personal information.

4. Text messaging (SMS)

Arman CPAs and Advisors only sends text messages to people who have agreed to receive them. Consent to receive texts is optional and is not a condition of buying any service.

• How you opt in: by ticking the SMS consent box on one of our forms, or by texting us first.
• What we send: appointment confirmations and reminders, replies to your inquiries, service updates, and, if you separately agree, marketing messages.
• Frequency: message frequency varies.
• Cost: message and data rates may apply.
• Opt out: reply STOP to any message at any time. We will send one confirmation and no further texts.
• Help: reply HELP, or contact us at office@armancpa.com or (718) 475-5686.

No sharing of mobile information. We do not sell, rent, or share mobile phone numbers or SMS consent with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from every sharing category in this policy and will not be shared with any third party.

We pass mobile numbers only to the messaging platform and carriers that deliver our texts, and only for that purpose. Carriers are not liable for delayed or undelivered messages.

5. How we share information

We share personal information only in these cases:

• Service providers that work on our behalf, such as our client portal provider (TaxDome), CRM and marketing automation, email and SMS delivery, scheduling, website hosting, analytics, payment processing, and accounting software. They may use the information only to provide services to us and are bound to keep it confidential.
• Professional advisers such as our lawyers and insurers, where needed.
• Legal requirements: when required by law, court order, or government authority, or when we believe disclosure is needed to protect our rights, the safety of others, or to comply with legal process.
• Business transfers: if the firm is merged, acquired, sold, or reorganized, your information may be transferred as part of that transaction, subject to the same protections.
• With your consent or at your direction.

The mobile information described in section 4 is excluded from all of the above.

Client tax and financial information. We do not disclose tax return information or client financial information to anyone outside the firm without your consent, except as permitted or required by law and professional standards.

6. Client portal and document security

All client documents, tax returns, and communications are managed through our secure TaxDome client portal. The portal provides encrypted document storage, e-signature, and real-time status updates. You can access your documents and communication history through the portal at any time. Payments are also processed securely through the portal.

7. Cookies, security, and retention

Cookies and tracking. Our website uses cookies, pixels, and similar tools to recognize returning visitors, remember preferences, measure traffic, and show relevant advertising. These may include tools from Google (including Google Analytics) and Meta. Analytics data is reviewed in aggregate. You can block or delete cookies in your browser settings, though some parts of our site may not work without them.

Security. The security of your information is taken seriously. Our client portal uses bank-level encryption to protect documents and communications sent through our system. We follow accepted industry standards to protect information both in transit and after we receive it, using administrative, technical, and physical safeguards such as access controls and encryption. Only staff who need your information to do their jobs are given access to it. No system is completely secure, so absolute security cannot be guaranteed.

Retention. We keep inquiry and marketing data for as long as we have an active relationship with you, and for a reasonable period afterwards. We keep client records for the periods required by tax, accounting, and professional rules. We then delete or anonymize the information.

Third-party links. Our website may link to sites we do not control. We are not responsible for their privacy practices or content, and we encourage you to review their policies.

8. Your rights and choices

• Email: click "unsubscribe" in any marketing email.
• Text messages: reply STOP.
• Access, correction, deletion: contact us at office@armancpa.com to ask what we hold about you, to correct it, or to have it deleted. We may need to verify your identity, and we may keep information that law or professional rules require us to keep.

Depending on where you live, you may have further rights under local privacy law. We will honor valid requests as that law requires.

9. Children's privacy

Our website and services are for adults and businesses. We do not knowingly collect personal information from anyone under 18. If you believe a child has submitted personal information to us, please contact us and it will be removed promptly.

10. Changes to this policy

We may update this Privacy Policy from time to time. When we do, the "Last Updated" date at the top of this page will be revised. Material changes will be posted on this page.

11. Contact us

If you have any questions about this Privacy Policy or how we handle your information, please contact us:

Arman CPAs and Advisors
87-54 168th Street, Suite 201
Jamaica, NY 11432, United States
(718) 475-5686
office@armancpa.com

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