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. TABLE OF CONTENTS 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: 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: 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: 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: 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: 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: 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: 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: 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: 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: 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 … Continue reading Privacy Policy