Welcome to AKW Accounting & Tax, a Professional Association, which also conducts business as Amanda Worth, CPA (referred to herein as "AKW Accounting & Tax," "we," "us," or "our"). We are committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and protect the personal information of visitors to our website, www.amandaworthcpa.com, and our clients in accordance with applicable laws, including the California Consumer Privacy Act (CCPA).

As a financial services provider, please note that some of the personal information we collect may be subject to federal laws such as the Gramm-Leach-Bliley Act (GLBA) and may be handled in accordance with those regulations.

Information We Collect

We collect information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household ("Personal Information").

We may collect the following categories of Personal Information:

• Identifiers: Such as your real name, postal address, email address, telephone number, Social Security number, driver's license number, passport number, and IP address.

• Personal Information Categories Listed in the California Customer Records Statute: Such as your name, signature, Social Security number, address, telephone number, financial information (including bank account numbers, investment details), and tax-related information.

• Protected Classification Characteristics under California or Federal Law: Such as age, marital status, and dependents.

• Professional or Employment-Related Information: Such as your current or past job history, income, and employer details.

• Internet or Other Electronic Network Activity Information: Such as your browsing history, search history, and information regarding your interaction with our website.

• Sensitive Personal Information: Such as your Social Security number, driver’s license number, financial account information, and other data collected for the purpose of providing tax and accounting services.

How We Collect Your Information

We collect Personal Information from the following sources:

• Directly from You: When you fill out forms on our website, use our secure client portal, communicate with us via email or phone, or provide documents to us for the purpose of engaging our services.

• Automatically: When you navigate our website, we may collect technical information like your IP address, browser type, and usage data through cookies and similar technologies.

• From Third Parties: Such as from government agencies or financial institutions when you authorize us to do so in the course of providing our services.

How We Use Your Information

We use your Personal Information for the following business purposes:

• To Provide Services: To prepare your tax returns, provide accounting services, and fulfill the obligations of our engagement with you.

• To Communicate With You: To respond to your inquiries, send you important notices, and provide client support.

• For Compliance and Legal Obligations: To comply with federal, state, and local laws, professional regulations (including IRS Circular 230), and to respond to lawful requests from government authorities (e.g., the IRS).

• To Improve Our Website: To analyze how our website is used and to improve its functionality and user experience.

We do not sell your Personal Information and do not share it for cross-context behavioral advertising.

How We Disclose Your Information

We may disclose your Personal Information to the following parties:

• Service Providers: We may share information with third-party vendors who provide services on our behalf, such as IT support, secure cloud storage, and tax software providers. These providers are contractually obligated to keep your information confidential and use it only for the services they are providing.

• Government Authorities: We will disclose your information to the Internal Revenue Service (IRS) and relevant state tax authorities as required to file your tax returns and as otherwise required by law.

• As Required by Law: We may disclose information if required to do so by law or in response to a valid legal process, such as a subpoena, court order, or government investigation.

Data Security

We have implemented and maintain reasonable administrative, technical, and physical security measures to protect your Personal Information from unauthorized access, use, destruction, or disclosure. However, no method of transmission over the Internet or method of electronic storage is 100% secure.

Data Retention

We retain your Personal Information for as long as necessary to fulfill the purposes for which it was collected, to maintain our professional relationship with you, and to comply with our legal and professional obligations, including record-retention requirements set by the IRS and other regulatory bodies.

Your California Privacy Rights

This section provides additional details regarding the rights of California residents under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA).

As a California resident, you have the right to:

• The Right to Know/Access: You have the right to request that we disclose the categories and specific pieces of Personal Information we have collected about you.

• The Right to Delete: You have the right to request the deletion of your Personal Information, subject to certain exceptions (for example, we may need to retain your information to complete the services you requested or to comply with our legal obligations).

• The Right to Correct: You have the right to request the correction of inaccurate Personal Information that we maintain about you.

• The Right to Limit Use and Disclosure of Sensitive Personal Information: You have the right to direct us to limit the use of your Sensitive Personal Information to that which is necessary to perform the services expected. As our primary function involves using this data for tax preparation, our use is generally within these expected purposes.

• The Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.

How to Exercise Your Rights: To exercise any of these rights, please contact us at info@amandaworthcpa.com. We will need to verify your identity before processing your request.

Children's Privacy

Our website and services are not intended for children under the age of 13. We do not knowingly collect Personal Information from children under 13. If we become aware that we have collected such information, we will take steps to delete it.

Changes to This Privacy Policy

We reserve the right to amend this Privacy Policy at our discretion and at any time. When we make changes, we will post the updated policy on our website and update the "Last Updated" date.

Contact Information

If you have any questions or comments about this Privacy Policy or our privacy practices, or if you wish to exercise your rights, please do not hesitate to contact us at info@amandaworthcpa.com.

Last updated: August 28, 2025