Privacy Policy

Effective date: October 8, 2026

Clear Path Accounting LLC ("Clear Path," "we," "us") is a licensed Florida CPA firm, license AD72517. This Privacy Policy explains how we collect, use, and protect information when you visit yourcpasolutions.com or contact us through it.

This policy covers our website and the inquiries we receive through it. If you become a client, the information you share with us during the engagement is also governed by your engagement letter, our client privacy notice, and the professional confidentiality rules that apply to licensed CPA firms in Florida.

Information we collect

Information you give us. When you use our contact form or email us, we collect what you choose to provide: your name, business name, email address, phone number, and the type of help you need.

How we use your information

We use the information you give us to:

Respond to your inquiry and schedule a call
Prepare a proposal if you ask for one
Keep a record of our communications
Meet our legal and professional obligations

Whom we share information with

We share information only as needed to run our website and respond to your service providers. Our website is hosted by Wix, which processes contact form submissions, and our email runs on Google Workspace. These providers handle information on our behalf under their own security and privacy terms.

Legal requirements.

We may disclose information when required by law, subpoena, court order, or a regulator with authority over licensed CPA firms.

Sensitive information

Please do not send Social Security numbers, tax identification numbers, account numbers, passwords, or patient information through our contact form or by email. All sensitive information is sent and received securely through our client portal.

Our website uses cookies, which are small files stored by your browser. Our website host uses them to keep the site working, remember your settings, protect against fraud, and measure basic site traffic. We do not use cookies for advertising. You can block or delete cookies in your browser settings, though some parts of the site may not work as
expected.

How long we keep information

If you contact us and do not become a client, we keep your inquiry for up to 24 months and then delete it. If you become a client, we keep records for as long as our professional and legal obligations require, generally seven years after the engagement ends.

How we protect information

We use reasonable administrative, technical, and physical safeguards, including password-protected accounts and a secure client portal for documents.

Your choices

You may ask us to tell you what information we hold about you from your inquiry, to correct it, or to delete it, unless we are required to keep it. Email us at the address below, and we will respond once we process your request.

Children

Our website and services are intended for businesses and adults. We do not knowingly collect information from anyone under 18.

Links to other websites

Our site may link to other websites. We are not responsible for their privacy practices, so please review their policies.

Changes to this policy

We may update this policy from time to time. The effective date at the top shows when it was last changed.