Privacy Policy
This policy explains how Cobb Accounting Firm collects, uses, shares, and protects information received through the website, communications, scheduling tools, and professional services.
Do not send Social Security numbers, tax documents, banking details, payroll records, passwords, or other sensitive information through a public website form or ordinary email. Secure submission instructions are provided after an engagement is accepted.
On this page
Cobb Accounting Firm, a South Carolina single-member limited liability company, respects the privacy of website visitors, prospective clients, clients, and others who interact with the firm. In this policy, “Cobb Accounting Firm,” “we,” “us,” and “our” refer to the firm.
Scope of this policy
This Privacy Policy applies to information collected through cobbaccountingfirm.com, public website forms, appointment scheduling, email and telephone communications, consultations, and the delivery of bookkeeping, tax preparation, tax planning, payroll coordination, and related services.
Separate agreements, notices, or platform policies may also apply to an active client engagement or a third-party service.
Information we may collect
Information you provide
- Name, email address, telephone number, business name, and mailing or business address
- Service interests, appointment details, and information included in inquiries or consultations
- Information necessary to establish, administer, and provide an agreed professional service
Client and tax-service information
- Tax identification, income, expense, dependent, household, and filing information
- Accounting, bank, credit-card, loan, payroll, vendor, customer, employee, and contractor records
- Business ownership, entity, tax-return, and supporting-document information
Information collected automatically
The website may collect device, browser, Internet Protocol address, referring page, approximate location, website activity, and cookie or analytics identifiers, depending on the technologies and consent settings active during a visit.
How we may use information
- Respond to inquiries and schedule consultations
- Evaluate a prospective engagement and prepare a written scope
- Provide bookkeeping, tax, planning, payroll-coordination, and related services
- Communicate about records, questions, appointments, billing, and active engagements
- Maintain business, accounting, tax, security, and legal records
- Operate, secure, understand, and improve the website and firm systems
- Detect or respond to suspected fraud, misuse, or security incidents
- Send service notices or permitted marketing communications
Submitting a form does not create a client relationship. A client relationship begins only after the appropriate engagement documents have been accepted.
Website forms and communications
Public forms are intended for general, nonconfidential inquiries. Information submitted through a form may be stored in customer relationship management, communication, and website systems used by Cobb Accounting Firm.
Forms may include privacy notices or consent choices. If an optional marketing choice is presented, declining it will not prevent Cobb Accounting Firm from responding to the inquiry or sending necessary service communications.
Do not upload confidential documents through a public form. Secure document instructions are provided separately after an engagement is accepted.
Appointment scheduling
Cobb Accounting Firm uses Microsoft Bookings for online scheduling. A booking may include a name, contact information, selected service, appointment time, and information entered with the request. Appointment confirmations, reminders, rescheduling notices, and cancellation notices may be sent in connection with the booking.
Do not put tax identification numbers, account details, passwords, or confidential documents in appointment notes.
Cookies and website analytics
The website may use cookies and similar technologies for essential functions, security, visitor preferences, website performance, analytics, forms, customer relationship management, and permitted marketing activities.
Visitors may be able to manage nonessential cookies through the website’s consent controls or browser settings. Disabling cookies may affect certain website functions.
How information may be shared
We may share information with service providers as reasonably necessary to operate the website, communicate, schedule appointments, process payments, exchange documents securely, and provide agreed services.
Information may also be disclosed to tax authorities, government agencies, courts, professional advisers, insurers, financial institutions, client-authorized recipients, or others when required or permitted by law or necessary to provide an agreed service.
Cobb Accounting Firm does not sell personal information for monetary consideration. Providers may change as the firm’s technology and operational needs evolve.
Marketing communications
Cobb Accounting Firm may send educational materials, tax information, service announcements, firm updates, or other marketing communications when permitted. Recipients may unsubscribe through the link in a marketing email or by contacting the firm.
Unsubscribing from marketing will not prevent appointment, billing, security, legal, or active-engagement communications.
Data security
Cobb Accounting Firm uses administrative, technical, and physical safeguards designed to protect information in a manner appropriate to the nature of the information and the firm’s operations.
These safeguards may include access controls, multifactor authentication, encryption supported by applicable systems, secure document exchange, device protections, backups, vendor controls, and incident-response procedures.
No website, storage system, or electronic transmission can be guaranteed to be completely secure. Clients and visitors should use only the approved methods provided by Cobb Accounting Firm for sensitive information.
Data retention
Cobb Accounting Firm retains information for as long as reasonably necessary to respond to inquiries, provide services, maintain tax and business records, satisfy legal and professional obligations, resolve disputes, protect the firm’s rights, and support security or fraud-prevention activities.
Retention periods vary based on the information, service, relationship, and applicable requirements. Information no longer needed may be deleted, destroyed, anonymized, or otherwise disposed of using methods appropriate to its nature.
Privacy choices and requests
Depending on applicable law and the circumstances, individuals may be able to request access to, correction of, or deletion of certain personal information, or withdraw marketing consent.
These choices may be limited when Cobb Accounting Firm is required or permitted to retain information for tax, legal, professional, contractual, security, fraud-prevention, or recordkeeping purposes. Identity verification may be required before a request is completed.
Children and dependents
The website is intended for adults seeking professional services and is not directed to children under 13. Information about children or dependents needed for tax preparation should be provided by a taxpayer, parent, guardian, or authorized representative through the approved secure process after an engagement is accepted.
Third-party websites and services
The website may link to scheduling, client portal, payment, accounting, payroll, social media, or educational services operated by third parties. Cobb Accounting Firm does not control those parties’ privacy practices. Visitors should review the applicable third-party privacy notices before providing information.
Changes to this policy
Cobb Accounting Firm may update this Privacy Policy to reflect changes in services, technology, vendors, website features, information practices, or applicable requirements. The revised policy will be posted on this page with an updated effective or last-updated date.
Contact Cobb Accounting Firm
Privacy questions or requests
Cobb Accounting Firm
Attn: Nicholas Cobb
Greenwood, South Carolina, United States
Email: support@cobbaccountingfirm.com
Phone: 864-558-8595
Website: cobbaccountingfirm.com
Please do not include Social Security numbers, tax documents, banking details, passwords, or other sensitive information in an ordinary email or privacy inquiry.