Privacy Policy
Colella CPA (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, https://www.colellacpa.com/ (“Site”), or use our services.
By accessing or using our Site, you agree to this Privacy Policy.
1. Business Information
Colella CPA
1120 6th Ave, 4th Floor
New York, NY
Phone: (347) 627-0060
Email: mark@colellacpa.com
We serve clients in New York City and the Tri-State Area.
2. Information We Collect
We may collect the following types of information:
2.1 Personal Information
Information you voluntarily provide, such as:
Name
Email address
Phone number
Business information
Documents or data shared during client intake or consultation
2.2 Automatically Collected Information
When you visit our Site, certain data may be automatically collected through:
Cookies and Tracking Technologies
Google Analytics
GoHighLevel AI Chatbot
This information may include:
IP address
Browser type
Device information
Pages visited
Time spent on pages
Chat interactions
Referring URLs
2.3 Cookies
We use CookieYes for cookie consent and management. CookieYes helps us categorize, manage, and store user cookie preferences to comply with applicable laws.
3. How We Use Your Information
We may use your information for:
Providing tax, accounting, and business consulting services
Responding to inquiries and requests
Scheduling appointments
Improving website functionality
Marketing communications (with opt-out option)
Analytics and performance tracking
Security, fraud prevention, and compliance
We do not sell your personal information.
4. Third-Party Tools and Services
We use the following third-party services, which may process data as part of providing their functionality:
4.1 CookieYes
Used to manage cookie consent, record user preferences, and ensure compliance with privacy regulations.
4.2 GoHighLevel (AI Chatbot)
Used to facilitate customer support, answer inquiries, and collect initial information voluntarily provided by users.
4.3 Google Analytics
Used to monitor website traffic and behavior. Google Analytics may set cookies and collect usage data.
Users may opt out via: https://tools.google.com/dlpage/gaoptout/
4.4 Other Potential Integrations
Email marketing tools, scheduling systems, or secure document portals may be used if relevant to client services. These tools operate under their own privacy policies.
5. Data Sharing & Disclosure
We may share your data with:
Service providers (IT, analytics, AI chatbot, CRM systems)
Legal authorities as required by law
Professional partners as necessary for tax or accounting services (with your consent)
We do not sell or rent personal data.
6. Data Security
We implement reasonable technical and administrative measures to protect your information.
However, no internet transmission is completely secure. We cannot guarantee absolute protection.
7. Your Data Rights
Depending on your location, you may have rights including:
Access to your data
Correction of inaccurate personal data
Deletion of your data
Opt-out of marketing
Restriction of processing
Objection to certain uses of your data
To exercise these rights, contact us at mark@colellacpa.com.
8. Children’s Privacy
Our Site is not intended for children under 13.
We do not knowingly collect information from minors.
9. Links to Third-Party Websites
Our Site may contain links to external websites.
We are not responsible for the privacy practices of those websites.
10. Data Retention
We retain personal information only as long as necessary for:
Providing services
Compliance with laws
Resolving disputes
Internal business purposes
11. Changes to This Policy
We may update this Privacy Policy periodically.
The updated version will be posted on this page with a revised “Last Updated” date.
12. Contact Us
For questions about this Privacy Policy or data requests, contact:
mark@colellacpa.com
(347) 627-0060
