Last updated June 19, 2026

Thank you for visiting Dhillon CPA, also presented on this website as DHILLON CPAs and Navreet Dhillon CPA (“Dhillon CPA,” “Company,” “we,” “us,” or “our”).

We are committed to protecting your personal information and respecting your privacy. This Privacy Notice explains how we collect, use, retain, protect, and disclose information when you visit our website at https://www.ndhilloncpa.com (the “Website”), submit an inquiry, schedule a consultation, or otherwise interact with us or use our tax, accounting, financial advisory, business planning, audit, assurance, or related professional services (collectively, the “Services”).

By accessing or using the Website, you acknowledge that you have read and understood this Privacy Notice. If you do not agree with the terms of this Privacy Notice, please discontinue your use of the Website.

This Privacy Notice applies to information collected through the Website and through related communications, consultations, professional engagements, marketing activities, and events.

What information do we collect?
How do we use your information?
How and when do we disclose your information?
Do we use cookies and tracking technologies?
How long do we retain your information?
How do we protect your information?
Do we collect information from minors?
What are your privacy rights and choices?
Do-Not-Track and Global Privacy Control signals
Privacy rights for residents of certain U.S. states
Third-party websites and services
Updates to this Privacy Notice
How can you contact us?
How can you review, correct, or delete your information?

1. WHAT INFORMATION DO WE COLLECT?

Personal information you provide to us

In summary: We collect information that you voluntarily provide when you contact us, request information, schedule a consultation, or engage us for professional services.

The information we collect depends on how you interact with us. It may include:

Your name
Email address
Telephone number
Mailing or business address
The accounting, tax, advisory, audit, assurance, or other service you are interested in
Information included in messages submitted through our contact or consultation forms
Appointment and consultation details
Business or employment information
Billing and payment-related information
Communications between you and Dhillon CPA
Feedback, testimonials, or reviews you choose to provide
Other information you voluntarily provide

When you become a client or request professional tax, accounting, audit, assurance, or financial services, we may also collect information necessary to perform those services, such as:

Tax records and tax identification information
Financial statements and accounting records
Income and expense information
Payroll or employment records
Business ownership information
Corporate, partnership, or organizational documents
Investment and retirement information
Information about dependents
Supporting financial or legal documentation
Other information required to complete the requested professional services

Some of this information may be sensitive. Please do not submit Social Security numbers, employer identification numbers, bank account information, tax returns, passwords, or confidential financial documents through the public contact form unless we specifically instruct you to use an approved secure method.

You are responsible for ensuring that the information you provide is accurate, complete, and current.

Information collected automatically

In summary: Certain technical and usage information may be collected automatically when you visit the Website.

This information may include:

Internet Protocol address
Browser type and version
Device type and characteristics
Operating system
Language preferences
Referring and exit pages
Pages viewed
Date and time of visits
Approximate geographic location derived from an IP address
Website interactions
Cookie identifiers
Diagnostic and performance information
Other technical information relating to your use of the Website

This information generally does not directly identify you. It may be used to operate and secure the Website, identify technical problems, understand website usage, and improve the user experience.

Mobile Privacy Protection:

No mobile phone numbers, text messaging originator opt-in data, or personal consent details collected through our website submission forms will be shared, sold, rented, leased, or disclosed to third parties, partners, or affiliates for marketing or promotional purposes under any circumstances.

Information received from third parties

We may receive information about you from third parties when permitted by law, including:

Referral sources
Professional advisers
Financial or accounting software providers
Tax authorities or government agencies
Service providers acting on our behalf
Publicly available databases
Social media platforms
Review platforms
Other parties you authorize to provide information to us

2. HOW DO WE USE YOUR INFORMATION?

In summary: We use personal information to respond to inquiries, provide professional services, operate the Website, maintain our business relationship with you, and comply with legal and professional obligations.

We may use the information we collect to:

Respond to questions and service inquiries
Schedule, confirm, and manage consultations
Evaluate whether we can provide the requested Services
Prepare tax returns and related filings
Provide tax planning and tax management services
Provide accounting, audit, assurance, compilation, or review services
Provide business planning, financial advisory, or risk advisory services
Communicate with you about your engagement or requested Services
Request documents and information needed to perform Services
Verify your identity and protect confidential information
Process invoices and payments
Maintain business and client records
Provide administrative notices and service-related communications
Request feedback or testimonials
Publish testimonials or reviews with your authorization
Improve our Website, communications, and Services
Analyze website performance and usage trends
Detect, investigate, and prevent fraud, security incidents, or unlawful activity
Protect our legal rights and the rights of our clients and others
Enforce agreements, policies, and professional engagement terms
Respond to subpoenas, court orders, regulatory requests, and other legal processes
Comply with tax, accounting, professional, regulatory, and recordkeeping requirements
Carry out other legitimate business purposes with your consent or as permitted by law

We may also combine or anonymize information so that it can no longer reasonably be associated with an identifiable individual. We may use anonymized or aggregated information for analytics, business planning, and service improvement.

3. HOW AND WHEN DO WE DISCLOSE YOUR INFORMATION?

In summary: We may disclose information when necessary to provide our Services, operate our business, comply with legal obligations, or protect legitimate interests.

We may disclose information in the following circumstances:

Service providers

We may provide information to vendors and service providers that perform services on our behalf, including:

Website hosting and maintenance
Email and communication services
Appointment scheduling
Accounting and tax software
Document storage and secure file exchange
Payment processing
Data backup and cybersecurity
Website analytics
Customer relationship management
Review and testimonial display services
Professional and administrative support

These providers may use personal information only as necessary to provide contracted services to us and subject to applicable confidentiality and security obligations.

Professional advisers

We may disclose information to attorneys, auditors, consultants, insurers, financial institutions, and other professional advisers when reasonably necessary.

Government and regulatory authorities

We may disclose information to the Internal Revenue Service, state or local tax authorities, courts, law enforcement agencies, regulators, licensing bodies, or other government authorities when:

You authorize us to do so
Disclosure is necessary to perform the Services
Disclosure is required by law
We receive a valid subpoena, court order, or governmental request
Disclosure is necessary to establish, exercise, or defend legal rights
Disclosure is necessary to investigate or prevent suspected fraud, illegal activity, or security threats

Business transactions

If our business is involved in a merger, acquisition, reorganization, financing, sale of assets, or similar transaction, personal information may be disclosed as part of that transaction, subject to appropriate confidentiality protections.

With your authorization

We may disclose information to other persons or organizations when you direct or authorize us to do so.

Protection of rights and safety

We may disclose information when we reasonably believe disclosure is necessary to protect the rights, property, privacy, or safety of Dhillon CPA, our clients, website visitors, or the public.

We do not sell personal information obtained through the Website in exchange for monetary compensation.

4. DO WE USE COOKIES AND TRACKING TECHNOLOGIES?

In summary: The Website may use cookies and related technologies to operate properly, remember preferences, measure performance, and improve the user experience.

Cookies are small data files stored on your device when you visit a website. We or our service providers may use:

Essential cookies required for website operation
Functional cookies that remember user preferences
Analytics cookies that help us understand website usage
Security cookies used to detect suspicious or fraudulent activity
Embedded-content technologies associated with maps, reviews, videos, social media, or other third-party features

The Website may display or integrate content from third-party platforms, including Google reviews or similar review services. Those providers may collect information in accordance with their own privacy policies.

You can control or delete cookies through your browser settings. Blocking certain cookies may affect the availability or functionality of parts of the Website.

Where required by law, we will request consent before placing non-essential cookies or similar technologies on your device.

5. HOW LONG DO WE RETAIN YOUR INFORMATION?

In summary: We retain information only for as long as reasonably necessary for the purposes described in this Privacy Notice or as required by law and professional standards.

The retention period for personal information depends on factors such as:

The nature and sensitivity of the information
The Services provided
The duration of our client relationship
Tax, accounting, audit, and professional recordkeeping requirements
Applicable statutes of limitation
Contractual requirements
Legal, regulatory, and insurance obligations
The need to establish, exercise, or defend legal claims

Because tax and accounting records may be subject to extended legal or professional retention requirements, certain client records may be retained for more than one year.

When information is no longer needed, we may securely delete it, anonymize it, or place it beyond active use. Information stored in backup systems may remain until the applicable backup is securely overwritten or deleted.

6. HOW DO WE PROTECT YOUR INFORMATION?

In summary: We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.

Our safeguards may include:

Access controls
Password protection
Secure communication methods
Encryption where appropriate
Security monitoring
Data backup procedures
Employee and contractor confidentiality requirements
Restricted access to confidential client information
Vendor security assessments where appropriate

However, no electronic transmission, website, email system, or storage method can be guaranteed to be completely secure. We cannot guarantee that unauthorized third parties will never defeat our safeguards or improperly access, use, alter, or disclose information.

You are responsible for using secure networks and devices when communicating with us. Do not send highly sensitive financial or tax information through ordinary email or the Website’s public contact form unless specifically instructed.

7. DO WE COLLECT INFORMATION FROM MINORS?

In summary: Our Website and Services are not directed to children under 18.

We do not knowingly collect personal information directly from children under 18 through the Website. If you are under 18, please do not submit personal information through the Website without the involvement and authorization of a parent or legal guardian.

We may receive information about minors from a parent, guardian, taxpayer, or authorized representative when that information is necessary to provide tax or accounting services.

If we learn that a child submitted personal information directly through the Website without appropriate authorization, we will take reasonable steps to delete it.

8. WHAT ARE YOUR PRIVACY RIGHTS AND CHOICES?

Depending on your location and applicable law, you may have the right to:

Request access to personal information we maintain about you
Request correction of inaccurate or incomplete information
Request deletion of certain personal information
Request restriction of certain processing
Object to certain uses of your information
Withdraw consent when processing is based on consent
Request a portable copy of certain information
Opt out of certain marketing communications
File a complaint with an applicable privacy or regulatory authority

These rights may be limited by legal exceptions. For example, we may need to retain information to comply with tax, accounting, legal, professional, contractual, or regulatory obligations.

Marketing communications

You may unsubscribe from promotional emails by using the unsubscribe instructions included in the communication or by contacting us.

Even after opting out of marketing communications, you may continue to receive service-related or administrative messages concerning an inquiry, appointment, client engagement, invoice, legal obligation, or other existing relationship.

Cookies

You may configure your browser to block or delete cookies. Certain Website features may not function properly when cookies are disabled.

9. DO-NOT-TRACK AND GLOBAL PRIVACY CONTROL SIGNALS

Some browsers provide a Do-Not-Track setting that communicates a preference regarding online tracking. Because there is not currently a universally accepted standard governing all Do-Not-Track signals, the Website may not respond to every such signal.

Where required by applicable law and supported by our systems, we will process recognized browser-based opt-out signals, such as Global Privacy Control, as a request to opt out of applicable forms of data sharing or targeted advertising for that browser or device.

10. PRIVACY RIGHTS FOR RESIDENTS OF CERTAIN U.S. STATES

Residents of California and certain other U.S. states may have additional privacy rights under applicable state law.

Depending on the law and whether it applies to our business, these rights may include the right to:

Know whether we process personal information
Request access to specific personal information
Request information about categories of information collected
Request correction of inaccurate personal information
Request deletion of personal information
Obtain a portable copy of certain personal information
Opt out of the sale of personal information
Opt out of certain targeted advertising
Opt out of certain profiling activities
Limit certain uses or disclosures of sensitive personal information
Receive equal service without unlawful discrimination for exercising privacy rights
Appeal a decision concerning a privacy request

We do not discriminate against individuals for exercising applicable privacy rights.

California residents

Subject to the applicability of California law and available exceptions, California residents may request information regarding:

Categories of personal information collected
Sources from which personal information was collected
Business or commercial purposes for collecting or using personal information
Categories of third parties to whom information was disclosed
Specific pieces of personal information maintained about them

California residents may also have the right to request correction or deletion of certain information.

We do not sell personal information obtained through the Website for monetary compensation.

California’s “Shine the Light” law may allow eligible California residents to request information about certain disclosures of personal information to third parties for their own direct marketing purposes.

Authorized agents and verification

You may be permitted to designate an authorized agent to submit a privacy request on your behalf. We may require proof that the agent has permission to act for you.

Before fulfilling a request, we may need to verify your identity by matching information provided with information already maintained in our records. We will use information submitted for verification only to process and respond to the request, prevent fraud, and maintain security.

We may deny or limit a request when permitted by law, including when we cannot verify the requester’s identity or when an exception applies.

11. THIRD-PARTY WEBSITES AND SERVICES

The Website may contain links to third-party websites or display content provided by third parties, including:

Google reviews
Mapping and location services
Social media platforms
Appointment or scheduling providers
Tax, accounting, financial, or payment platforms

We do not control the privacy, security, or data-handling practices of third-party websites and services. This Privacy Notice does not apply to information collected directly by those third parties.

You should review the privacy policies of any third-party website or service before providing personal information.

12. UPDATES TO THIS PRIVACY NOTICE

We may update this Privacy Notice periodically to reflect changes in our Website, Services, business practices, technology, or legal requirements.

The revised version will be identified by the “Last updated” date at the beginning of this notice and will become effective when posted on the Website.

If we make a material change, we may provide additional notice by prominently displaying an announcement on the Website or communicating with affected individuals when required by law.

We encourage you to review this Privacy Notice periodically.

13. HOW CAN YOU CONTACT US?

If you have questions, concerns, or comments about this Privacy Notice or our handling of personal information, please contact us:

Dhillon CPA
253-15 80th Avenue, Suite 210
Floral Park, NY 11004
United States

Email: Info@ndhilloncpa.com
Telephone: 718-874-6070
Fax: 718-874-6653
Website: https://www.ndhilloncpa.com

14. HOW CAN YOU REVIEW, CORRECT, OR DELETE YOUR INFORMATION?

To request access to, correction of, or deletion of personal information, or to exercise another applicable privacy right, contact us at:

Email: Info@ndhilloncpa.com

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