top of page

Privacy Policy

📜 1. Privacy Policy

 

Your Privacy Matters
Brian Williams, CPA, PLLC is committed to safeguarding your privacy. This policy outlines how we collect, use, and protect personal and financial information.

 

Information We Collect: - Contact details (name, email, phone, address) - Tax and financial documents - Employment and payroll data (where applicable) - Website form submissions and IP addresses

How We Use It: - To provide accounting, bookkeeping, and tax services - To manage communications and document requests - To comply with regulatory and legal obligations

 

Data Security: We use secure client portals and encrypted systems (e.g., Canopy, QuickBooks Online Accountant) to protect data. No sensitive data is collected or stored on this public website.

Third-Party Disclosure: We do not sell, trade, or otherwise transfer your data. Limited disclosures may occur to authorized service providers or regulatory bodies where legally required.

Cookies & Analytics: Our website may use cookies to track usage patterns anonymously.

 

Opt-Out & Access: You may request to review, correct, or delete your data by emailing brian@brianwilliamscpa.com

 

📧 2. Email Disclaimer

Emails sent from Brian Williams, CPA, PLLC (including newsletters and onboarding communications via Mailchimp) contain confidential and general business content intended solely for the recipient.

​

  • Communications do not constitute formal accounting, legal, or tax advice unless a signed engagement agreement is in place.

  • Tax laws change frequently; we recommend a personalized consultation before acting on guidance.

  • Do not forward or distribute without permission.

  • You may unsubscribe at any time via the footer link in our email communications.

 

Sender: Brian Williams, CPA, PLLC
Mailing Address:

3960 Executive Park Blvd, Suite 1

Southport, NC 28461

Email: Brian@brianwilliamscpa.com
Phone: (910) 363-8383

 

📋 3. Terms of Service

Scope of Engagement Services are offered only after the execution of a signed engagement letter. Scope, fees, deliverables, and timelines are defined per engagement.

 

No Client Relationship Without Agreement Filling out a web form or downloading resources does not establish a client relationship. Engagement begins only upon signature and confirmation.

 

Use of Website Content All content is informational only. Users accept responsibility for use of information and agree not to rely on materials without further consultation.

 

Limitations of Liability We are not responsible for actions taken without our review or for third-party data errors (e.g., banking feeds, payroll APIs).

 

Changes to Terms We may revise this policy periodically. Continued use of the website or firm services constitutes acceptance.

 

For questions about compliance, email: brian@brianwilliamscpa.com

bottom of page