Privacy Policy

Who we are

Haigler CPA Group, LLC, 2012 Wappoo Drive, Charleston, SC 29412. You can reach us at sophie@haiglercpagroup.com or (843) 214-0631.

This policy covers this website only. Information you give us as a client, during a professional engagement, is governed by our engagement letter and by the confidentiality obligations that apply to Certified Public Accountants.

Information you give us

The contact form on this site asks for your first and last name, email address, phone number, the service you are interested in, and your message. All of those fields are required in order to send the form. Nothing else on the site asks you for information.

If you contact us directly by email, phone or another method, we also receive whatever you choose to include in that message.

Do not send sensitive documents through the form

• Social Security numbers
• Bank account details
• Tax returns
• Tax documents
• Other confidential financial records

The contact form is a plain email relay. It is not a secure document-transfer system, and it is not the right channel for any of the following:

What happens to a form submission

When you submit the form, the contents are sent to our web server and relayed as an email to the firm through Mailgun, an email delivery service. Your email address is set as the reply-to address so we can respond to you directly. The message is not stored in a database on this website, and it is not shared with anyone outside the firm and the service providers listed below.

If the email relay is unavailable, the submission is recorded in our server logs instead of being discarded, so that an inquiry is never silently lost, and we follow up from there.

Information collected automatically

Our hosting provider records standard server log information for every request: your IP address, the page requested, the time, and your browser's user-agent string. This is ordinary web server logging used to operate and secure the site.

Spam protection on the contact page can be provided by Google reCAPTCHA. When that widget is enabled, your IP address and interaction data are sent to Google as part of the spam check. As of the date at the top of this page the widget is not enabled on the contact page, so nothing is sent. We verified this by loading the live page and inspecting what it requests.

Cookies

This website does not set any cookies of its own. We have verified this by loading the site in a browser and inspecting the cookies afterwards.

We do not use this website for behavioral advertising.

The site loads Google Tag Manager, a container that lets us add measurement tags without changing the site's code. As of the date at the top of this page no tags are configured in that container, so it sets no cookies. If we add analytics or other tags in future, those tags may set cookies, and we will update this section when that happens.

When the Google spam-protection widget is enabled it may set its own cookies as it loads or as you interact with it — Google's cookies, set under Google's terms, which we do not control or read. As noted above, it is not enabled as of the date at the top of this page.

Third-party services

• Vercel — hosting and server logs.
• Mailgun (Sinch) — delivers the contact form email to us.
• Google reCAPTCHA — spam protection on the contact form. When the widget is enabled it receives your IP address and interaction data. It is not enabled as of the date at the top of this page.
• Google Tag Manager — tag container.
• Canopy client portal — a separate third-party system for exchanging documents securely, with its own privacy terms.

Each of these operates under its own privacy terms. We do not sell your information, and we do not use it for advertising.

How we use what you send us

• To respond to your inquiry.
• To talk with you about accounting, tax, bookkeeping, advisory or related services.
• To schedule consultations and follow up.
• To operate, maintain and secure the website, and to diagnose form-delivery problems.
• To prevent spam, misuse and fraud.
• To keep ordinary business records, and to meet legal, regulatory and professional requirements.

When we share it

We share information from the website only as far as is reasonably necessary with the service providers listed above, who support hosting, email delivery and security.

We may also disclose information where required by law, legal process, court order, professional regulation or another lawful obligation.

We do not sell or rent website inquiry information to anyone.

How long we keep it

Inquiry emails are kept for as long as we need them to respond to you and to maintain ordinary business records. Server logs are retained by our hosting provider on its standard schedule.

Anything you send through the client portal, or give us during a professional engagement, may be subject to separate retention requirements under our professional, contractual, tax and legal obligations.

If you would like us to delete an inquiry you sent us, ask and we will, subject to those retention requirements.

How we protect it

We and our service providers use reasonable administrative and technical measures intended to protect information against unauthorized access, loss, misuse, alteration or disclosure.

No website, email system or electronic transmission can be guaranteed to be completely secure. That is why sensitive tax, financial and identification documents should go through the client portal rather than the contact form or ordinary email.

Your choices

You can ask us what information we hold about you from this website, ask us to correct it, or ask us to delete it. Write to sophie@haiglercpagroup.com and we will respond.

Some records have to be kept where law, professional standards or a contract requires it.

You can block cookies and scripts in your browser settings. If you block the spam-protection widget, the contact form may not submit; you can call or email us instead.

California privacy rights

• Request information about the personal information collected about you.
• Request correction of inaccurate personal information.
• Request deletion of certain personal information.
• Request information about how personal information is used or disclosed.
• Opt out of the sale or sharing of personal information, where applicable.
• Exercise these rights without unlawful discrimination.

If the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), applies to the processing of your personal information, you may have the right to:

Responding to a California request

We do not sell personal information collected through this website. Where the CCPA applies, we handle verified requests within the timeframe the law requires, generally 45 calendar days, subject to permitted extensions.

GDPR and other data protection rights

Where the General Data Protection Regulation (GDPR) or another data protection law applies, you may have the right to access your personal data, to correct it, to request its deletion, to restrict or object to certain processing, to data portability, to withdraw consent where processing is based on consent, and to lodge a complaint with a supervisory authority.

Where applicable, we address requests within one month, subject to extensions permitted by law.

Children

This site is intended for adults and businesses seeking accounting and tax services. We do not knowingly collect information from children.

If you believe a child has submitted information through this website, contact us and we will review it and, where appropriate, remove it.

Changes

If this policy changes, the date at the top of this page changes with it.