Privacy Policy

01Information We Collect

Information you provide directly

When you interact with our website, you may provide us with:

• Contact information, such as your name, email address, phone number, and business name, when you complete a contact form, intake questionnaire, consultation request, or newsletter signup.
• Business and financial information, such as your entity type, industry, revenue range, or service needs, when you complete an intake form or request a proposal.
• Communications, including the content of emails, messages, or form submissions you send to us.

Information collected automatically

When you visit our website, we may automatically collect:

• Device and usage information, such as your IP address, browser type, operating system, pages visited, time spent on pages, and referring URLs.
• Cookies and similar technologies, which help us understand how visitors use our site and improve your experience. You can control cookies through your browser settings.
• Campaign tracking data, such as UTM parameters and QR code scan data from our marketing materials, which tell us how you found our website.

Information we do not collect through this website

02How We Use Your Information

We use the information we collect to:

• Respond to inquiries, consultation requests, and form submissions;
• Provide, administer, and improve our accounting, bookkeeping, tax, and advisory services;
• Send newsletters, educational content, service updates, and marketing communications you have requested or consented to receive;
• Evaluate the effectiveness of our marketing campaigns and website content;
• Maintain the security and functionality of our website;
• Comply with legal, regulatory, and professional obligations.

You may opt out of marketing communications at any time by using the unsubscribe link in our emails or contacting us directly.

03Confidentiality of Tax Return Information

As a tax preparation firm, GYSIO is subject to strict federal confidentiality requirements, including Internal Revenue Code Section 7216 and related Treasury regulations. Tax return information provided to us in connection with the preparation of your tax return will not be used or disclosed for any purpose other than preparing your return, except as permitted by law or with your explicit written consent.

This protection applies to all tax return information regardless of how it is provided to us and exists independently of this website Privacy Policy.

04How We Share Your Information

We do not sell your personal information. We may share information in the following limited circumstances:

• Service providers. We use trusted third-party platforms to operate our business, including practice management, customer relationship management, forms, scheduling, email, and social media management tools. These providers process information on our behalf and are contractually or legally obligated to protect it.
• Payment processors. If you pay for services online, your payment information is processed directly by our third-party payment processor. We do not store full payment card numbers on our systems.
• Professional and legal obligations. We may disclose information when required by law, subpoena, court order, or regulatory authority, or when necessary to protect our legal rights, prevent fraud, or ensure the safety of others.
• Business transfers. If GYSIO is involved in a merger, acquisition, or sale of assets, client and website visitor information may be transferred as part of that transaction, subject to the same confidentiality protections described in this policy and applicable law.

05Cookies & Analytics

Our website may use cookies, pixels, and analytics tools to understand visitor behavior and improve our content and services. These tools may collect information such as pages visited, time on site, and general geographic location.

You can disable cookies through your browser settings, though some website features may not function properly as a result. Where required by law, we will request your consent before placing non-essential cookies.

06Your California Privacy Rights (CCPA/CPRA)

If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), may provide you with the following rights:

• Right to know what personal information we collect, use, and disclose;
• Right to delete personal information we have collected from you, subject to certain exceptions;
• Right to correct inaccurate personal information;
• Right to opt out of the sale or sharing of personal information (note: GYSIO does not sell personal information);
• Right to limit the use of sensitive personal information;
• Right to non-discrimination for exercising any of these rights.

To exercise any of these rights, please contact us using the information in the "Contact Us" section below. We may need to verify your identity before fulfilling your request. Please note that certain information may be exempt from deletion requests due to legal, regulatory, or professional recordkeeping requirements applicable to accounting and tax preparation firms.

07Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, use, or disclosure. These include secure client portals for document exchange, access controls, and encryption where appropriate.

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. Please use our secure client portal, rather than email or website forms, for transmitting sensitive documents.

08Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, to provide services to our clients, and to comply with legal, regulatory, and professional recordkeeping obligations. Tax and accounting records are retained in accordance with IRS requirements and applicable professional standards, which may require retention for several years after the conclusion of an engagement.

09Third-Party Links

Our website may contain links to third-party websites, social media platforms, or resources. We are not responsible for the privacy practices or content of those third parties. We encourage you to review the privacy policies of any external sites you visit.

10Children's Privacy

Our website and services are intended for adults and businesses. We do not knowingly collect personal information from anyone under the age of 18. If you believe a minor has provided us with personal information, please contact us so we can delete it.

11Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. The updated policy will be posted on this page with a revised "Last Updated" date. Your continued use of our website after changes are posted constitutes acceptance of the updated policy.

12Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: