Privacy Policy

Introduction

SPA Associates LLC ("SPA Associates," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our accounting, tax, and advisory services.

By accessing or using our website and services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our website or services.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide when you:

• Fill out a contact or consultation request form
• Schedule an appointment through our website
• Engage us for accounting, tax, payroll, or advisory services
• Communicate with us via email, phone, or other channels

This information may include:

• Full name
• Email address
• Phone number
• Business name and type
• Mailing address
• Tax identification numbers (SSN, EIN)
• Financial records, bank statements, and accounting data
• Any other information you choose to provide

Information Collected Automatically

When you visit our website, we may automatically collect certain information, including:

• IP address
• Browser type and version
• Operating system
• Pages visited and time spent on each page
• Referring website or source
• Device identifiers

How We Use Your Information

We use the information we collect for the following purposes:

• To provide and deliver our accounting, tax, payroll, and advisory services
• To respond to your inquiries and schedule consultations
• To communicate with you about your account and our services
• To comply with legal and regulatory obligations, including IRS and state tax requirements
• To improve our website, services, and client experience
• To send periodic updates or communications related to our services (with your consent)
• To protect against fraud, unauthorized transactions, and other liabilities

How We Share Your Information

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

• Service providers: With trusted third-party vendors who assist us in operating our website, conducting business, or servicing you (e.g., cloud hosting, scheduling software, payment processors), subject to confidentiality obligations.
• Legal compliance: When required by law, regulation, subpoena, court order, or governmental request, including filings with the IRS, state tax authorities, and other regulatory bodies as part of our professional services.
• Professional obligations: As necessary to fulfill our duties as your accounting, tax, or advisory service provider, including communications with taxing authorities on your behalf.
• Business transfers: In connection with a merger, acquisition, or sale of all or a portion of our business, your information may be transferred as part of that transaction.

Data Security

We implement commercially reasonable administrative, technical, and physical security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. These measures include encrypted data transmission, secure cloud storage, access controls, and regular security assessments.

However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security.

Data Retention

We retain your personal and financial information for as long as necessary to provide our services, comply with legal obligations (including IRS record retention requirements), resolve disputes, and enforce our agreements. Tax records and related documentation are typically retained for a minimum of seven (7) years in accordance with IRS guidelines.

Your Rights

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

• The right to access the personal information we hold about you
• The right to request correction of inaccurate information
• The right to request deletion of your personal information, subject to legal retention requirements
• The right to opt out of marketing communications

To exercise any of these rights, please contact us at contact@spaassoc.com.

Cookies and Tracking Technologies

Our website may use cookies, web beacons, and similar tracking technologies to enhance your browsing experience and collect usage data. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of our website.

Third-Party Links

Our website may contain links to third-party websites or services that are not operated by us. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date. We encourage you to review this policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us:

• SPA Associates LLC
• 39555 Orchard Hill Place, Suite #130, Novi, MI 48375
• Email: contact@spaassoc.com