Privacy Policy — Stadius CPA

Last updated: August 24, 2025

Contact information
Stadius CPA

525 Woodland Square Blvd, Suite 250 Conroe, TX 77384

Phone: (832) 510-3013
For secure messages, please use our client portal or call us.

At Stadius CPA, we respect your privacy and protect the sensitive information you share with us. As a CPA firm led by a Certified Tax Resolution Specialist, we handle taxpayer data every day and follow strict professional, ethical, and security standards. This policy explains what we collect, how we use it, and the choices you have.

1) Why we collect data

To deliver high-quality tax preparation and IRS representation, to personalize your experience, and to comply with legal, regulatory, and professional obligations.

2) What we collect

  • Personal Identifiable Information (PII): name, address, phone, email, date of birth, SSN/EIN, and other identifiers.

  • Tax & financial data: income documents (W-2/1099/K-1), prior returns, IRS/state transcripts, business records, bank/merchant data, payroll/sales tax info.

  • Technical data: IP address, cookies, device/browser details, and usage analytics.

3) How we collect it

  • Directly from you: forms, documents you upload, phone/email/portal communications, consultations.

  • Automated means: cookies, web server logs, analytics tools.

  • Third parties (with authorization or lawful basis): IRS/state agencies, payroll providers, banks, bookkeeping platforms, and other service providers you use.

4) How we use your data

  • Provide tax preparation, planning, and IRS representation.

  • Verify identity, pull transcripts, and communicate with tax agencies on your behalf.

  • Maintain engagement records, send updates, reminders, and educational content.

  • Operate, secure, and improve our website, portal, and services (including analytics).

  • Meet legal, regulatory, and professional standards (e.g., recordkeeping, audits, conflict checks).

5) Sharing & disclosure

We do not sell or rent your personal information. We share data only as needed to provide services or comply with law:

  • Vendors/Processors: secure hosting, email/portal, e-signature, tax and accounting software, payment processing, and IT/security providers—bound by confidentiality and data-protection obligations.

  • Government/Regulators: IRS, state tax authorities, courts, or regulators when legally required or authorized.

  • Business needs: professional advisers (e.g., attorneys) with your consent or lawful basis.
    Cross-border transfers (if any) occur only with appropriate safeguards and in compliance with applicable law.

6) Data retention

We retain client records for the period necessary to provide ongoing services and to meet legal, regulatory, and professional requirements. In practice, this often extends for multiple years and, for certain records, indefinitely where warranted (e.g., engagement history, filings, and transcript data).

7) Security

We employ administrative, physical, and technical safeguards appropriate for taxpayer data, including secure servers, encryption in transit (and where feasible at rest), access controls, staff training, vendor due diligence, and periodic reviews. We also align our practices with IRS guidance on safeguarding taxpayer data.

8) Children’s privacy

Our services are not intended for children under 13, and we do not knowingly collect their personal information. If we learn we have, we will delete it promptly.

9) Your rights

Subject to applicable law, you may request to access, correct, or delete your personal information, or limit certain processing. To exercise rights, contact us at (832) 510-3013 (or via our secure client portal). We will verify your identity before fulfilling requests.

10) Cookies & tracking

We use cookies and similar technologies for site functionality, security, and analytics (and limited remarketing). You can manage cookies in your browser settings; disabling them may affect site performance.

11) Third-party links

Our website may link to third-party sites. Their privacy practices are their own; review their policies before sharing information.

12) Changes to this policy

We review this policy at least annually and when practices or laws change. Updates will be posted here with a new “Last updated” date.

Questions about this policy or your data?
Call (832) 510-3013. We’re happy to help.