Martin A. Akerman, CPA, P.A.

Privacy Policy

Effective October 25, 2026

We respect your privacy. This policy explains how information is handled when you visit our website or contact our firm. It covers this website and inquiries made through it; client engagements and the client portal may involve additional privacy notices and terms.

Information you provide

Our contact form collects your name, email address, and any phone number, business name, service interest, or message you choose to provide. If you contact us by email or phone, we receive the information you share during that communication.

Please do not include Social Security numbers, account numbers, or other sensitive information in the contact form or ordinary email. Existing clients should use the client portal for sensitive documents.

How we use and store information

We use inquiry information to respond to you, understand your needs, discuss requested services, and maintain records of our communications. Contact form submissions are stored in a database provided through our website hosting platform.

Information may be processed by service providers that support website hosting, data storage, email, and communications. It may also be disclosed when required by law or as necessary to protect the security of our systems. We do not sell information submitted through our contact form or use it for targeted advertising.

Technical information and cookies

Our hosting providers may process technical information, such as IP addresses, browser details, and access logs, to operate, maintain, and secure the website. We have not added advertising trackers or third-party analytics tools. The hosting platform may use cookies or similar technologies to provide its services.

Security and retention

We use reasonable safeguards to protect inquiry information. No method of internet transmission or electronic storage is completely secure. We retain information as needed to respond to inquiries, maintain business records, and meet applicable legal or professional obligations.

Client portal and external links

Our client portal is provided through TaxDome. Use of the portal is subject to the provider’s applicable terms and privacy practices. Information entered into the portal is handled separately from this website’s contact form.

Links to external services, including Google Maps, lead to websites with their own privacy policies. We do not control those websites.

Your inquiries and choices

You may contact us to ask about information you have provided, request a correction, or request deletion. We will consider requests subject to applicable recordkeeping, legal, and professional obligations. You may also contact us directly instead of using the form.

Changes to this policy

We may update this policy as our website or practices change. The effective date above will reflect the latest revision.

Contact

For questions about this policy, contact: