Shelly S. Davis, CPA, PC
Effective Date: June 17, 2026
Shelly S. Davis, CPA, PC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website at shellydaviscpa.com (the “Site”). Please read this policy carefully.
1. Information We Collect
Information You Provide Voluntarily
We may collect personal information you voluntarily provide when you:
- Fill out a contact form on our website
- Send us an email or call us
- Request information about our services
This information may include your name, email address, phone number, and any details you share in your message.
Information Collected Automatically
When you visit our Site, certain information may be collected automatically through cookies and standard web server logs, including:
- IP address and approximate geographic location
- Browser type and version
- Pages visited and time spent on the Site
- Referring website or source
2. How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and provide requested information
- Schedule appointments and deliver accounting and tax services
- Improve our website and client experience
- Comply with applicable laws and professional regulations
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
3. Professional Confidentiality
As a CPA firm, we are bound by professional ethics rules and applicable state and federal laws governing client confidentiality. Any information you share with us in the context of a professional engagement is treated with the highest degree of confidentiality in accordance with those obligations.
4. Cookies
Our website may use cookies — small data files stored on your browser — to improve site functionality and understand how visitors use the Site. You may disable cookies through your browser settings; however, some features of the Site may not function properly if you do so.
5. Third-Party Services
Our Site may use third-party tools such as analytics services (e.g., Google Analytics) that collect usage data to help us understand site traffic. These services have their own privacy policies, and we encourage you to review them. We do not control how these third parties handle data.
6. Data Security
We take reasonable measures to protect the information submitted to us from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
7. Children’s Privacy
Our website is not directed to children under the age of 13, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will take steps to remove it.
8. Links to Other Websites
Our Site may contain links to external websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.
9. Your Rights
Depending on your state of residence, you may have certain rights regarding your personal information, including the right to access, correct, or request deletion of information we hold about you. To make such a request, please contact us using the information below.
10. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.
11. Contact Us
If you have any questions or concerns about this Privacy Policy, including data rights and privacy questions, please contact us at contact@shellydaviscpa.com. Other contact info is:
Shelly S. Davis, CPA, PC
Website: shellydaviscpa.com
Phone: (503) 246-7156