Privacy Policy
Effective Date: October 28, 2026
Ukanwa CPA (“Ukanwa CPA,” “we,” “our,” or “us”) is a California-based CPA and advisory firm providing tax advisory, accounting advisory, strategy advisory, and CFO advisory services. We are committed to respecting your privacy and handling personal information responsibly.
This Privacy Policy explains how we collect, use, disclose, and retain information when you visit our website or contact us through our General Inquiries or Professional Inquiries forms.
1. Information We Collect
We may collect information that you voluntarily provide through our website, including the following:
General Inquiries
When you submit our General Inquiries form, we may collect your name, email address, and the contents of your message.
Professional Inquiries
When you submit our Professional Inquiries form, we may collect your name, email address, industry, services requested, number of employees, annual revenue range, and the contents of your message.
Website and Technical Information
Depending on the website features and services we use, certain technical information may be collected automatically, such as your IP address, browser type, device information, website usage data, and information collected through cookies or similar technologies.
We do not intentionally request sensitive personal or financial information through our general inquiry forms.
Please do not submit tax returns, Social Security numbers, bank account details, financial statements, confidential business records, or other sensitive personal or financial information through these forms.
2. How We Use Information
We may use information collected through our website to:
- Review and respond to general questions and professional inquiries.
- Understand your business, industry, and requested advisory services.
- Evaluate potential engagements and determine appropriate next steps.
- Communicate with prospective clients regarding our services.
- Operate, maintain, secure, and improve our website.
- Detect and prevent spam, fraud, unauthorized access, and other misuse.
- Maintain appropriate business records and comply with applicable legal and professional obligations.
Submitting an inquiry does not establish a CPA-client relationship, constitute acceptance of an engagement, or guarantee that Ukanwa CPA will provide services.
3. How We Share Information
We do not sell personal information collected through our inquiry forms.
We may disclose information in the following circumstances:
Service Providers: We may share information with service providers that support our website hosting, contact forms, email communications, security, or other business operations, as necessary to provide those services.
Legal and Regulatory Requirements: We may disclose information when required by law, regulation, legal process, or a valid request from an authorized governmental or regulatory authority.
Business Protection: We may use or disclose information when reasonably necessary to protect our rights, property, security, or the rights and safety of others, as permitted by law.
We do not authorize service providers to use personal information for purposes unrelated to the services they provide to us, except as otherwise permitted by applicable law.
4. Cookies and Third-Party Technologies
Our website may use cookies or similar technologies to support website functionality, security, performance, or analytics.
Third-party services integrated into our website may collect information in accordance with their own privacy policies and applicable settings.
The specific technologies used depend on our website configuration. If we implement analytics, advertising, embedded content, or additional tracking technologies, we will update this policy as appropriate and provide any disclosures or choices required by applicable law.
5. Data Retention
We retain information for as long as reasonably necessary to respond to inquiries, evaluate potential engagements, maintain business records, comply with legal and professional obligations, resolve disputes, and protect our legitimate business interests.
Retention periods may vary depending on the nature of the information, whether an inquiry results in an engagement, and applicable legal or regulatory requirements.
6. Information Security and Confidentiality
We take reasonable administrative, technical, and organizational measures designed to protect information under our control against unauthorized access, disclosure, alteration, or destruction.
However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Our website inquiry forms are intended for initial communications only. Please do not use them to transmit tax documents, financial statements, account credentials, Social Security numbers, bank account details, or other sensitive information.
If additional documentation is required for a potential or existing engagement, we will coordinate appropriate next steps with you directly.
Information submitted through an inquiry form should not be assumed to receive the same handling or protections as information provided through an established professional engagement or a designated secure document exchange process.
7. Professional Engagements
If you engage Ukanwa CPA for tax advisory, accounting advisory, strategy advisory, CFO advisory, or related services, we may collect and process additional information necessary to perform the agreed services.
The information involved may include financial records, tax-related information, business records, ownership information, and other information relevant to the engagement.
Information obtained during a professional engagement will be handled in accordance with applicable law, relevant professional and confidentiality obligations, and the terms of the applicable engagement agreement.
This Privacy Policy does not replace any engagement agreement, separate confidentiality agreement, or other applicable terms governing professional services.
8. California Privacy Rights
Depending on applicable California law and the circumstances of our business, California residents may have rights regarding their personal information. These rights may include the right to know or access certain personal information, request correction or deletion, and receive information about certain disclosures.
Certain rights are subject to eligibility requirements, exceptions, and limitations under applicable law.
To submit a privacy-related request, please contact us using the contact information provided below. We may need to verify your identity before processing a request.
We will review and respond to requests in accordance with applicable legal requirements.
9. Children’s Privacy
Our website and professional advisory services are intended for businesses and adults. Our website is not directed toward children, and we do not knowingly collect personal information online from children in a manner that violates applicable law.
10. External Websites
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices, content, or security of websites that we do not operate.
We encourage visitors to review the privacy policies of third-party websites they choose to access.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business practices, website functionality, service providers, or applicable legal requirements.
Updates will be posted on this page with a revised effective date. We encourage visitors to review this page periodically.
12. Contact Us
If you have questions about this Privacy Policy or wish to submit a privacy-related request, please contact:
Ukanwa CPA
Email: ukanwacpa@outlook.com
Website: https://ukanwacpa.com
California, United States