Privacy Policy

Invisor CPA helps individuals and businesses manage US tax filing, planning, bookkeeping, and compliance with confidence.

Privacy Policy

Effective date: August 18, 2026. InvisorCPA Professional Corporation ("Invisor CPA," "we," "us," or "our") respects your privacy. This policy explains how we collect, use, disclose, and protect personal information when you visit this website, contact us, or use our tax preparation, tax planning, bookkeeping, payroll, and advisory services in the United States.

1. Information We Collect

We collect information you provide directly, such as your name, email address, phone number, business details, and the contents of your messages or consultation requests. When you engage us, we may also collect information needed to perform the requested services.

  • Identification, contact, and business information
  • Tax returns, supporting documents, financial records, and payroll information
  • Information about your income, deductions, accounts, and tax filing needs
  • Communications, service requests, and engagement records

We may also automatically receive limited technical information when you use our website, including your IP address, browser and device type, pages viewed, referring website, and approximate usage data.

2. How We Use Information

We use personal information to respond to inquiries, evaluate and deliver requested services, prepare tax filings and related work, communicate about your account, maintain records, prevent fraud, comply with professional and legal obligations, and improve our website and services. We use sensitive tax and financial information only as necessary to provide the services you request or as otherwise permitted or required by law.

3. Cookies And Website Analytics

Our website may use cookies and similar technologies to remember preferences, maintain site functionality, understand site traffic, and improve performance. You can control cookies through your browser settings. Disabling cookies may affect some website features.

4. How We Share Information

We do not sell personal information. We may disclose information to trusted service providers who help us operate our business or deliver services, such as secure client portal, document storage, accounting, payroll, communications, and technology providers. We may also disclose information to government agencies, tax authorities, professional advisers, or other parties when you direct us to do so, when it is necessary to perform our engagement, or when required by law.

These parties may use information only for the authorized purpose and are expected to protect it appropriately.

5. Tax Authorities And Authorized Access

If you authorize us to represent you or access tax information, we may collect, use, and disclose information to the Internal Revenue Service, state and local tax agencies, or other relevant authorities as needed to provide the authorized services. We do not access or use this information beyond the scope of your authorization except as required by law.

6. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or loss. No system or internet transmission is completely secure, so we cannot guarantee absolute security.

7. Data Retention

We retain personal information for as long as reasonably needed to provide services, maintain business records, meet legal, tax, and professional obligations, resolve disputes, and enforce agreements. When information is no longer needed, we delete or anonymize it in accordance with our record-retention practices and applicable law.

8. Your Privacy Choices And Rights

Depending on where you live and applicable law, you may have the right to request access to, correction of, or deletion of certain personal information, or to ask questions about our handling of your information. These rights may be limited by legal, professional, tax, and record-retention requirements. To submit a request, contact us using the details below. We may need to verify your identity before responding.

9. Marketing Communications

If you receive marketing emails from us, you may opt out at any time by using the unsubscribe link in the email or by contacting us. We may still send non-promotional messages about an existing client relationship, your account, or our services.

10. Third-Party Links

This website may link to third-party websites or services. Their privacy practices are governed by their own policies, and we are not responsible for their content or privacy practices. Please review their policies before providing personal information.

11. Children's Privacy

Our website and services are intended for adults and businesses. We do not knowingly collect personal information from children under 13. If you believe a child has provided us personal information, please contact us so we can take appropriate action.

12. Changes To This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date. Your continued use of our website or services after an update is subject to the then-current policy.

13. Contact Us

For questions about this Privacy Policy or to make a privacy request, please contact Invisor CPA at connect@invisorcpa.us or write to 2200 Hunt St, PMB 2048, Detroit, MI 48207, USA.