Privacy Policy - Tax Planning
Effective Date: January 14, 2026
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Eagle Point CPA respects your privacy and is committed to protecting the information you share with us.
This Privacy Policy explains how we collect, use, and safeguard information obtained through our website.
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When you visit our website or submit information through a contact form, we may collect personal information such as your name, email address, phone number, business information, or other details you choose to provide. In addition, certain information may be collected automatically, including your IP address, browser type, device information, pages visited, and the date and time of your visit. This information helps us improve website performance and enhance user experience.
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We use the information we collect to respond to inquiries, provide requested services, communicate with you, improve our website, and comply with applicable legal and professional obligations. If you choose to subscribe to updates or newsletters, we may use your contact information to send periodic communications. We do not sell or rent your personal information to third parties.
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We may share information with trusted third-party service providers who assist us in operating our website and delivering services, such as website hosting providers, email platforms, analytics services, and scheduling tools. These providers are required to maintain appropriate confidentiality and security safeguards. We may also disclose information if required to do so by law or in connection with legal proceedings.
Eagle Point CPA implements reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission over the internet or electronic storage is completely secure. For your protection, sensitive tax or financial documents should not be submitted through unsecured website forms or email. When appropriate, secure client portals are used for the exchange of confidential information.
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Our website may use cookies or similar technologies to enhance functionality and analyze traffic. You may adjust your browser settings to decline cookies if you prefer.
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This website may contain links to third-party websites. Eagle Point CPA is not responsible for the privacy practices or content of external sites.
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You may contact us to request access to your personal information, correct inaccurate information, or request deletion of information, subject to applicable legal and professional record retention requirements.
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Our website is not directed toward individuals under the age of 18.
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If you have questions about this Privacy Policy or how your information is handled, please contact:
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Brad Tobin, CPA
Eagle Point CPA
Milwaukee, Wisconsin
Phone: (414) 610-4236
Email: btobin@eaglepointcpa.com