Privacy Policy

Last Updated: June 2026

Introduction

John A. Folan, CPA ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at folancpa.com or contact us about our services. Please read this policy carefully. If you have any questions, contact us using the information provided at the end of this document.

Information We Collect

We may collect the following types of personal information:

Information You Provide Directly

Name, email address, phone number, and any other details submitted through our contact or callback request forms
Financial and tax-related information you share with us in the course of engaging our professional services
Correspondence, including emails and messages sent to us directly

Information Collected Automatically

IP address and browser type
Pages visited and time spent on our website
Referring website or search engine
Device type and operating system

This automatically collected data is gathered through standard web technologies such as cookies and server logs, and is used solely to understand how visitors use our site and to improve your experience.

How We Use Your Information

We use the information we collect to:

Respond to your inquiries and fulfill callback requests
Provide tax preparation, tax planning, and accounting services
Communicate with you about your account, appointments, or tax-related matters
Send relevant updates or information you have requested
Improve the functionality and content of our website
Comply with applicable legal and professional obligations, including those governing CPA practice

We do not use your information for automated decision-making or profiling.

How We Share Your Information

We respect your privacy and do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

Service Providers: We may share data with trusted third-party vendors (such as our website platform, Wix) who assist us in operating our website or conducting our business, subject to confidentiality agreements
Legal Requirements: We may disclose your information if required to do so by law, court order, or government regulation
Professional Obligations: As a licensed CPA, John A. Folan is bound by professional confidentiality standards under applicable state and federal law, including IRS regulations governing tax practitioners

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small data files stored on your device. You may instruct your browser to refuse cookies or alert you when cookies are being sent. Please note that some parts of our website may not function properly if cookies are disabled.

Our website is built on the Wix platform, which may set its own cookies for performance and analytics purposes. Please refer to Wix's privacy policy for more information on their data practices.

Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy, or as required by applicable tax, accounting, and legal record-keeping regulations. Client tax and financial records are retained in accordance with IRS guidelines and Massachusetts state requirements.

Data Security

We take the security of your personal information seriously. We implement reasonable administrative, technical, and physical safeguards to protect your data from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

If you believe your information has been compromised, please contact us immediately.

Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including the right to:

Access the personal information we hold about you
Request correction of inaccurate or incomplete information
Request deletion of your personal information, subject to our legal and professional retention obligations
Opt out of any non-essential communications from us

To exercise any of these rights, please contact us directly using the information below.

Children's Privacy

Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us and we will promptly delete it.

Links to Third-Party Websites

Our website may contain links to external websites, including professional resources, government agencies (such as the IRS or Massachusetts Department of Revenue), and social media platforms. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we do, we will revise the "Last Updated" date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us:

John A. Folan, CPA 📧 johnfolan@folancpa.com 📞 508-971-0018 🌐 folancpa.com

We typically respond to privacy inquiries within 2 business days.