Privacy Policy

Effective Date: January 1, 2025

Cardinal Partners, LLC (“Cardinal Partners,” “we,” “our,” or “us”) is committed to protecting the privacy and security of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website at www.cardinalcpacfo.com (the “Site”) or engage with our services.

We collect the following types of personal and business information:
 

a. Information You Provide Voluntarily
- Name, email address, phone number, and mailing address
- Company information (e.g., name, EIN, financial data)
- Login credentials for client portals
- Information submitted through contact forms, emails, or service requests
 

b. Information Collected Automatically
- IP address, browser type, device identifiers
- Pages visited, time spent, and usage patterns on the Site
- Cookies and similar tracking technologies (see Section 5)
 

c. Client Data
When we provide accounting, tax, and advisory services, we may receive financial, payroll, tax, and other sensitive information about your business. This information is protected as confidential and is used strictly for service delivery.

We use your information to:
- Provide and manage our accounting and advisory services
- Communicate with you about your account or inquiries
- Comply with legal, tax, and regulatory obligations
- Improve our website, services, and client experience
- Send occasional updates, newsletters, or service announcements (with opt-out option)

We do not sell or rent your personal information. We may share information with:
 

- Authorized third-party service providers (e.g., cloud accounting software, payment processors, or IT providers) under confidentiality agreements
- Regulatory or legal authorities when required to comply with applicable law, legal process, or government request
- Business successors in the event of a merger, acquisition, or sale of all or part of our assets, under appropriate confidentiality protections

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or method of electronic storage is 100% secure.

Our Site uses cookies and similar technologies to improve functionality and user experience. You can manage your cookie preferences through your browser settings. Disabling cookies may affect certain features of the Site.

Our Site may contain links to third-party websites. This Privacy Policy does not apply to those websites, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any external sites you visit.

You have the right to:
- Access and update your personal information
- Opt out of marketing communications
- Request deletion of your information, subject to legal and contractual obligations
 

To exercise any of these rights, please contact us at redbirds@cardinalcpacfo.com.

Our services and website are not intended for children under the age of 13. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. When we do, we will revise the “Effective Date” at the top. We encourage you to review this page periodically for any changes.

If you have any questions or concerns about this Privacy Policy, please contact:
 

Cardinal Partners, LLC
2 Office Park Cir, Ste 206
Birmingham, AL 35223
Email: redbirds@cardinalcpacfo.com