Client privacy notice / Effective November 12, 2026

Your information.
Handled with care.

This notice explains how Tony Hoong The CPA Dude PC, doing business as The CPA Dude, collects, uses, discloses, and protects nonpublic personal and financial information while serving current and former clients. It supplements our website privacy policy and engagement.

Information we collect

Depending on your engagement, information may include your contact details; taxpayer identification numbers; household and filing details; income, deductions, assets, liabilities, account balances, and transactions; tax returns and supporting records; bookkeeping information; payment information; and communications about our work.

We collect information you provide through the secured portal, intake forms, documents, and conversations; information created while serving you; and records from institutions or professionals you authorize to provide them.

How we use and disclose information

We use relevant information to perform the services listed in your engagement, prepare and support returns, provide agreed accounting and planning services, communicate with you, manage billing and records, and meet legal and professional obligations.

As permitted by law and any required taxpayer consent, relevant information may be disclosed to:

• Firm personnel and contractors assisting with your work under confidentiality obligations.
• Service providers supporting tax preparation, e-filing, accounting, portals, document storage, communications, payments, and other service operations.
• Tax authorities and recipients you authorize for filings or other agreed work.
• Courts, regulators, professional reviewers, and other recipients when disclosure is legally required or permitted, including appropriate disclosures to protect legal rights.

The information disclosed depends on the work being performed. Client tax-return information is not used or disclosed for unrelated purposes except as permitted by law or under the required separate taxpayer consent. A general privacy notice does not authorize a disclosure that tax law otherwise prohibits.

Overseas contractors and your optional consent

We use contractors outside the United States. Before any overseas contractor can access an affected client’s tax-return information, that client must sign the separate Section 7216 consent describing the proposed disclosure. Consent is optional and is not a condition of the engagement. If you decline, we do not provide that overseas access to your tax-return information.

A contractor’s confidentiality agreement does not replace your consent. The consent is a separate document, signed and dated separately from the engagement. This notice and ordinary website checkboxes are not substitutes for it. The separate consent explains the proposed recipient, purpose, duration, and your choices.

AI tools

We do not enter client data into AI tools. Software and cloud services used to deliver your engagement remain subject to applicable confidentiality, security, and taxpayer-information requirements. A future change to this practice would require review of those obligations and any necessary notices or consents before the change is implemented.

Safeguarding information

We maintain reasonable administrative, technical, and physical safeguards, including access restrictions and the controls described in our written information security plan. We restrict access according to assigned responsibilities and require confidentiality obligations from service personnel. No internet transmission or storage system can be guaranteed completely secure.

Use the secured portal for tax documents and confidential questions. Scheduling texts and general contact forms are not the place for taxpayer identification numbers, bank details, or tax-return documents.

Retention, former clients, and your choices

We retain records for service, legal, and professional purposes. Ending the engagement does not remove record-retention requirements. Information about former clients remains subject to these protections.

You may contact us about our practices or request access, correction, or deletion, subject to verification and applicable legal or professional retention requirements. Rights and limits depend on the information and applicable law. If a proposed disclosure requires separate consent or carries an opt-out right, the applicable notice or consent explains how to exercise it. This notice does not waive legal rights or replace a required consent.

Updates

The effective date identifies this version. We will provide any additional notice or consent required by law before making a relevant change in information practices.

Questions, requests, or concerns

Tony Hoong The CPA Dude PC
3346 Park Ridge Dr, Richmond, CA 94806
Email: ops@thecpadude.com
Phone: 254-272-3833

Please do not include tax returns, Social Security numbers, or bank details in an ordinary email or contact form. Existing clients should use the secured client portal.