Privacy Policy

Adam Lerner Tax and Accounting Solutions LLC (“the Firm,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you visit alernercpa.com(the “Site”) or submit an inquiry through our contact form.

1. Information We Collect

We collect information you voluntarily provide when you contact us through the Site, including:

• Your name, email address, and phone number
• Whether you own a business and your approximate income range
• Any message or inquiry you submit

We may also automatically collect certain technical data when you visit the Site, such as your IP address, browser type, referring URLs, and pages viewed. This data is collected through standard web server logs and, if applicable, analytics tools.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule introductory calls
• Evaluate whether our services may be a good fit for your needs
• Improve the Site and our communications
• Comply with applicable legal obligations

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

3. Cookies and Analytics

The Site may use cookies or similar tracking technologies to understand how visitors use the Site and to improve your experience. You can disable cookies through your browser settings; however, some features of the Site may not function properly as a result. If we use a third-party analytics provider (such as Google Analytics), their use of data is governed by their own privacy policies.

4. Data Security

We take reasonable measures to protect the information you submit through the Site. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security. Once we receive your information, we take commercially reasonable precautions to safeguard it.

5. Third-Party Links

The Site may contain links to third-party websites, including our client portal and scheduling tools. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party services you access through our Site.

6. Children’s Privacy

The Site is not directed at children under 13 years of age, and we do not knowingly collect personal information from children.

7. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this page. Continued use of the Site after any changes constitutes your acceptance of the updated policy.

8. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us: