Privacy Policy

White Glove CPAs & Business Solutions

Effective Date: 04/10/2026

White Glove CPAs & Business Solutions (“White Glove,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal and financial information. This Privacy Policy outlines how we collect, use, and safeguard your information when you interact with our services, website, and communications.

Information We Collect

We may collect the following types of information:

Personal Information

  • Name, email address, phone number

  • Mailing address

  • Social Security Number / EIN (when applicable for tax services)

  • Financial and tax-related information

Business Information

  • Business name, structure, and ownership details

  • Financial records, accounting data, and payroll information

Technical Information

  • IP address

  • Browser type and device information

  • Website usage data (via cookies or analytics tools)

How We Use Your Information

We use your information to:

  • Provide tax, accounting, and advisory services

  • Communicate with you regarding your account or services

  • Process payments and manage billing

  • Deliver secure document sharing through our client portal (Karbon for Clients)

  • Improve our services, systems, and client experience

  • Comply with legal and regulatory requirements

How We Share Your Information

We do not sell your personal information.

We may share your information with trusted third parties only as necessary to provide our services, including:

  • Software providers (e.g., QuickBooks Online, Karbon, Gusto, Stripe)

  • Payment processors for billing and transactions

  • Regulatory authorities when required by law

All third-party providers are expected to maintain strict confidentiality and data protection standards.

Data Security

We take data security seriously and implement appropriate safeguards, including:

  • Secure client portals for document exchange

  • Access controls within our systems

  • Industry-standard encryption and security practices

While we strive to protect your information, no system can guarantee absolute security.

Your Rights & Choices

You have the right to:

  • Request access to your personal information

  • Request corrections to inaccurate information

  • Request deletion of information where legally permissible

  • Opt out of marketing communications at any time

To make a request, please contact us using the information below.

Data Retention

We retain your information for as long as necessary to:

  • Provide services

  • Comply with legal, tax, and regulatory obligations

  • Resolve disputes and enforce agreements

Cookies & Website Tracking

Our website may use cookies or similar technologies to enhance user experience and analyze traffic. You can adjust your browser settings to disable cookies if preferred.

Third-Party Links

Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices of those sites.

Contact Information

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

White Glove CPAs & Business Solutions
Email: admin@whiteglovecpas.com
Phone: (615) 798-0809

Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.