Privacy Policy and Data Practices

Privacy Policy for Manning & Associates CPAs, LLC

Effective Date: 08/01/2026

Like other providers of personal financial services, certified public accountants (CPAs) are required by law to inform their clients of their policies regarding the privacy of client information. Manning & Associates CPAs, LLC (“we,” “our,” or “us”) is committed to protecting the confidentiality and security of the personal information we collect in the course of our professional services. 

1. Information We Collect

We collect non-public personal information about you that is provided to us by you or obtained by us with your authorization. This may include:

• Contact Information: Name, address, email address, phone numbers.
• Financial Information: Bank details, income, expenses, tax returns, and investment details.
• Identification Information: Social Security Numbers, Employer Identification Numbers (EIN), and date of birth.
• Business Information: Corporate records, payroll data, and entity documents

2. How We Use Your Information

We use your personal and financial information solely for the purpose of providing the professional accounting, tax, bookkeeping, or consulting services you have requested. We do not sell or share your personal information with third parties for marketing or promotional purposes.

3. How We Share Your Information

We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted or required by law.

• Business Service Providers: We may share your information with trusted third-party service providers (e.g., tax software providers, cloud hosting services, or IT consultants) who assist us in operating our firm. We require these providers to maintain strict confidentiality and safeguard your data.
• Legal Requirements: We may be required to disclose information if compelled by a court order, regulatory request, or to comply with state and federal laws.