Privacy Policy

Tristan CPA (“Tristan CPA,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains what we collect through our website at tristancpa.com (the “Site”) and in the course of providing our services, how we use it, and the choices you have. By using the Site, you agree to the practices described here.

1. Information We Collect

We collect information in two ways:

Information you give us

When you contact us, book a consultation, request a proposal, subscribe to updates, or become a client, you may provide information such as your name, business name, email address, phone number, and details about your business and its finances.

Information we collect automatically

When you visit the Site, we and our service providers may automatically collect technical information such as your IP address, browser type, device information, pages viewed, referring URLs, and the dates and times of your visits, using cookies and similar technologies.

2. How We Use Your Information

We use the information we collect to:

• Provide, operate, and improve our accounting, advisory, and related services;
• Respond to your inquiries and schedule consultations;
• Communicate with you about your account, our services, and relevant updates;
• Operate, maintain, secure, and improve the Site;
• Comply with legal, regulatory, and professional obligations.

3. How We Share Your Information

We do not sell your personal information. We may share it with:

• Service providers who perform functions on our behalf (such as hosting, scheduling, email, and software platforms), under obligations of confidentiality;
• Professional and legal authorities when required by law, regulation, subpoena, or to protect our rights;
• A successor entity in connection with a merger, acquisition, or sale of assets;
• Others with your consent or at your direction.

4. Cookies & Tracking Technologies

The Site uses cookies and similar technologies to operate properly, remember your preferences, and understand how the Site is used. You can control or disable cookies through your browser settings; note that some features of the Site may not function properly without them.

5. Data Security

We use commercially reasonable administrative, technical, and physical safeguards — including encryption in transit (TLS/SSL) and restricted access to sensitive information — designed to protect your information. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

6. Client Confidentiality

Information you share with us as a client in the course of accounting, tax, and advisory engagements is treated as confidential and handled in accordance with our professional and ethical obligations as a certified public accounting firm. We do not disclose client information except as authorized by you or as permitted or required by law.

7. Data Retention

We retain your information for as long as needed to provide our services, maintain our business records, and comply with our legal, regulatory, and professional retention obligations, after which it is securely deleted or anonymized.

8. Your Privacy Rights

Depending on where you live, you may have rights regarding your personal information — such as the right to access, correct, or delete it, or to opt out of certain uses. Residents of California and other states with comprehensive privacy laws may have additional rights, including the right to know what we collect and the right to non-discrimination for exercising those rights. To make a request, contact us using the details below. Certain financial records may be subject to mandatory retention periods that limit deletion.

9. Automated Decisions

We do not use automated decision-making or profiling that produces legal or similarly significant effects about you.

10. Third-Party Links

The Site may contain links to third-party websites and tools (such as our client portals). We are not responsible for the privacy practices or content of those sites, and we encourage you to review their privacy policies.

11. Children's Privacy

The Site and our services are intended for businesses and adults. We do not knowingly collect personal information from children under 18. If we learn that we have done so, we will delete it.

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Material changes will be reflected on this page, and your continued use of the Site after changes take effect constitutes acceptance of the updated policy.

13. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Tristan CPA
Email: hello@tristancpa.com
Phone: (617) 977-4807

Mailing address
801 Travis St, Ste 2101, PMB 1845
Houston, TX 77002

By using this Site, you acknowledge that you have read and understood this Privacy Policy.