Privacy Policy

This Privacy Policy explains how David E. Lewis, CPA PLLC dba High Impact CPA (“the Firm,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you visit highimpactcpa.COM (the “Site”) or contact us. This policy applies to information collected through the Site and related online communications. It does not govern information collected offline or through third-party platforms unless specifically stated.

1) Information We Collect

We may collect the following categories of information:

A. Information you provide to us

Contact information: name, email address, phone number, mailing address, business name.

Inquiry information: details you submit through forms, chat, email, or phone (including any files you upload).

Scheduling information: appointment preferences and related details when you book a consultation.

B. Information collected automatically

When you visit the Site, we may automatically collect:

Device and usage data: IP address, browser type, device identifiers, operating system, pages viewed, time spent, referring URLs, and general location (city/state-level).

Cookies and similar technologies: used to operate the Site, remember preferences, and understand traffic patterns.

C. Sensitive information

Accounting and tax services can involve sensitive personal information (e.g., Social Security numbers, tax IDs, financial account information). Please do not submit sensitive personal information through the Site’s general contact forms unless we specifically request it through a secure method. If we provide a secure portal or encrypted upload method, use that for documents.

2) How We Use Information

We use information for purposes such as:

Providing and administering services (e.g., responding to inquiries, scheduling consultations, delivering deliverables).

Communicating with you about requests, services, and administrative matters.

Improving the Site (analytics, troubleshooting, performance, and user experience).

Security and fraud prevention (monitoring, protecting against malicious activity).

Compliance and legal obligations (e.g., recordkeeping, enforcing agreements, responding to lawful requests).

3) How We Share Information

We may share information in the following circumstances:

A. Service providers

We share information with vendors who help us operate our business and the Site, such as website hosting, analytics, email delivery, customer relationship management (CRM), scheduling, document management, and payment processing. These providers are authorized to use information only as necessary to provide services to us.

B. Legal and compliance
We may disclose information if required to do so by law or in response to valid legal process, and to protect our rights, privacy, safety, or property, and that of our clients or others.

C. Business transfers
If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, your information may be transferred as part of that transaction.

D. With your direction
We may share information when you ask or authorize us to do so.

E. SMS Opt-in and Consent

I agree to receive text messages from High Impact CPA at the number provided, including appointment/service updates and occasional marketing messages (tax tips and promotional offers). Message frequency varies (up to 4 msgs/month). Msg & data rates may apply. Reply STOP to opt out, HELP for help.

SMS Consent is not shared with 3rd parties.

4) Cookies and Analytics

We may use cookies and similar technologies to operate and understand how the Site is used. For example, we may use analytics tools (such as Google Analytics or similar services) that collect information about Site usage.

Your choices: Most browsers allow you to control cookies through their settings. You can also use browser add-ons or device settings to limit certain tracking. If you disable cookies, some Site features may not function properly.

5) Communications

If you submit an inquiry, we may respond via email or phone. We may also send administrative messages related to services you request. Where required, we will obtain your consent for marketing communications, and you can opt out at any time by using the unsubscribe link or contacting us.

6) Data Retention

We retain information for as long as reasonably necessary for the purposes described above, including to comply with legal, accounting, or reporting requirements, resolve disputes, and enforce agreements.

Inquiries/leads: typically retained for [e.g., 12–36 months].

Client records: retained in accordance with our engagement terms and applicable laws/professional requirements.

7) Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect information. However, no method of transmission over the internet or method of storage is completely secure, and we cannot guarantee absolute security.

8) Third-Party Links

The Site may contain links to third-party websites or tools. We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies.

9) Children’s Privacy

The Site is not intended for children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, contact us so we can take appropriate steps.

10) Your Privacy Rights

Depending on where you live, you may have rights regarding your personal information, such as the right to request access, correction, or deletion.

How to exercise rights: Contact us using the information below. We may need to verify your identity before responding. We may also deny or limit requests where permitted by law (for example, where we must retain information for legal or professional obligations).

State-specific disclosures (if applicable): If you are a resident of certain U.S. states (such as California), you may have additional rights. To the extent required, we will provide disclosures and honor requests consistent with applicable law.

11) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Effective Date” above indicates when it was last revised. Continued use of the Site after changes means you accept the updated policy.

12) Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us:

David E. Lewis CPA PLLC
Email: [email protected]
Phone: 435-669-0718
Address: 1154 W. Fremont Ave, Salt Lake City, UT 84104