Last updated October 2026.
Cardinal Accounting LLC ("Cardinal") respects the confidentiality of the nonpublic personal information of our current, prospective, and former clients. This notice explains how we handle that information when providing accounting and tax services. Our website Privacy Policy separately describes information collected through this website.
Information we may collect
- Information you provide to us, such as on organizers, questionnaires, and forms.
- Information about your transactions and accounts with us or others.
- Tax, bookkeeping, and accounting records you share with us.
- Information from third parties you authorize, such as financial institutions, payroll providers, or prior preparers, when needed to provide services.
How we share information
We do not sell client nonpublic personal information, and we do not disclose it to unaffiliated third parties for their own independent marketing.
We may disclose information as permitted or required by law, and as reasonably necessary to service providers that help us perform accounting, tax, administrative, and technology functions, subject to appropriate contractual or confidentiality safeguards where applicable.
Tax return information
Tax return information is additionally protected by Internal Revenue Code §7216 and related regulations. Where separate consent is legally required for a use or disclosure, we will request it from you separately.
Former clients
We apply the same practices to information about former clients as to current clients.
Safeguarding information
We limit access to client information to people who need it to provide services, and we use reasonable administrative, technical, and physical safeguards designed to protect it.
Delivery of this notice
This website version is provided for convenience. Any legally required initial or annual privacy notice will be delivered, as applicable, through our engagement and onboarding process.
Questions
Contact Cardinal Accounting LLC at contact@cardinalacc.com.