Privacy Policy and Terms & Conditions -

Last Updated: August 29, 2026

This combined Privacy Policy and Terms & Conditions is intended to apply generally to interactions with SpelisCPAs, whether through our website (if posted there), client portal, email, telephone, text message, mail, in person, or other business channels. Specific professional services may also be governed by separate engagement letters, agreements, or professional standards.

Part I – Privacy Policy

SpelisCPAs respects the privacy and confidentiality of clients, prospective clients, website visitors, and others who communicate with our firm. This Privacy Policy describes the types of information we may collect, how we collect and use it, when it may be shared, and the choices available to you.

1. Information We May Collect

Depending on how you interact with us and the services involved, we may collect information such as:

Contact information, including name, mailing address, email address, telephone or mobile number, and business contact information.

Client and professional-service information, including tax, accounting, financial, payroll, bookkeeping, business, ownership, and other information needed to provide requested services.

Identification and verification information when reasonably necessary for professional, legal, regulatory, security, or service purposes.

Billing and payment-related information, including amounts billed, payment status, and payment information processed through service providers.

Communications and records of interactions with us, including email, telephone, text-message, portal, mail, or in-person communications.

Website and technical information, if applicable, such as IP address, browser or device information, pages visited, referring pages, and information collected through cookies or similar technologies.

2. How We Collect Information

We may collect information directly from you or from authorized representatives, including through conversations, emails, text messages, documents, engagement letters or service agreements, our client portal, website or contact forms, mailed materials, and in-person interactions. We may also receive information from third parties or service providers when authorized, requested, or permitted by law and applicable professional standards.

3. How We Use Information

We may use information for legitimate business and professional purposes, including to:

Provide, administer, and improve professional services and client support.

Communicate with clients and others, answer questions, schedule or confirm appointments, request information or documents, and provide status or service updates.

Prepare, process, maintain, and support tax, accounting, bookkeeping, advisory, administrative, and other professional work.

Process billing and payments and maintain business records.

Operate, maintain, secure, and improve our systems, website, client portal, and other business operations.

Protect against fraud, misuse, security threats, or unauthorized access.

Comply with legal, regulatory, tax, recordkeeping, professional, and ethical obligations.

4. Sharing of Information

We do not sell personal information. We do not share customer information with third parties or affiliates for their own marketing or promotional purposes.

We may disclose information when reasonably necessary to provide requested services or operate our business, including to professional or technology service providers such as software, hosting, client-portal, communications, payment-processing, information-technology, document-management, and similar providers. We may also disclose information when authorized by you, when required or permitted by law or professional standards, or when reasonably necessary to protect rights, property, security, or the integrity of our services.

5. Mobile and SMS Information

Data Collection: We will collect your name, email address, mailing address, and mobile phone number when you sign up for SMS updates. The information will be collected over the phone or in person.

Data Usage: We use your data solely for sending informational messages such as replying to customer question and inquiries.

Data Security: We protect your data with secure storage measures to prevent unauthorized access.

Data Retention: We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time.

MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan.

Messages are recurring, and message frequency varies.

Contact Spelis CPAs, PC DBA Spelis CPAs at (916) 270-1120 or admin@speliscpas.com for HELP or to STOP receiving messages.

Opt-Out: You can opt out of the SMS list at anytime by texting, emailing, or replying STOP or UNSUBSCRIBE to admin@speliscpas.com or (916) 270-1120 . After unsubscribing, you will receive a final SMS to confirm you have unsubscribed and we will remove your number from our list within 24 hours.

You can send HELP for additional assistance, and you will receive a text including our Phone number, email and website. We are here to help you.

Carrier Non-Liability Carriers are not liable for any delayed or undelivered messages

Non-Sharing Clause: Mobile information will not be shared with third parties/affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties or affiliates. Information sharing to subcontractors in support services, such as customer service providers, is permitted.

6. Email and Other Communications

You may ask us to change communication preferences by contacting us. If an email includes an unsubscribe mechanism, you may use it to stop the applicable type of email. Transactional, professional-service, legal, security, billing, or other necessary communications may still be sent when appropriate.

7. Website, Cookies, and Third-Party Links

If this Policy is posted on our website, the website may use cookies or similar technologies for basic functionality, security, analytics, or user experience. You can control many cookies through your browser settings. Our website or communications may include links to third-party websites or services. We are not responsible for the privacy practices or content of third parties, and their own policies apply to information you provide directly to them.

8. Information Security and Retention

We use reasonable administrative, technical, and physical safeguards designed to protect personal and confidential information. No method of transmission or storage is completely secure. We retain information for as long as reasonably necessary for professional services, business operations, legal or regulatory obligations, recordkeeping requirements, dispute resolution, security, or other legitimate purposes.

9. Access, Corrections, and Privacy Questions

You may contact us to request correction of your contact information or to ask questions about our privacy practices. Depending on applicable law, you may have additional rights concerning personal information. We will respond to applicable requests as required by law and consistent with professional confidentiality and recordkeeping obligations.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, practices, technology, or applicable requirements. The current version will be identified by the “Last Updated” date.

Part II – Terms & Conditions

1. General

These Terms & Conditions govern general interactions with SpelisCPAs and, if posted online, use of our website. They do not replace or modify a signed engagement letter, service agreement, or other written agreement governing professional services. If there is a conflict, the applicable signed agreement controls.

2. Website and General Information

Information provided on our website or in general communications is for general informational purposes and is not a substitute for advice based on your specific facts and circumstances. Viewing a website, sending an inquiry, or exchanging general communications does not by itself create a professional or client relationship. A professional engagement is established only when accepted by SpelisCPAs under the applicable engagement process.

3. Communications

SpelisCPAs may communicate with clients and other contacts by telephone, email, text message, client portal, mail, videoconference, in person, or other reasonable methods in connection with our business and professional services. You are responsible for keeping your contact information reasonably current.

4. SMS/Text Messaging Terms

5. Professional Services and Reliance

Tax, accounting, business, financial, or other professional advice depends on specific facts, circumstances, timing, applicable law, and the scope of an engagement. You should not rely on general website content, general newsletters, social-media content, or informal communications as a substitute for advice provided within an applicable professional engagement.

6. Third-Party Services and Links

We may use or refer to third-party products, software, websites, portals, payment processors, or other services. Third parties are responsible for their own products, services, availability, security, privacy practices, and terms. A link or reference does not necessarily constitute an endorsement.

7. Intellectual Property

Unless otherwise stated, content created by SpelisCPAs for its website or general business materials is owned by or licensed to SpelisCPAs and may not be reproduced or distributed for commercial purposes without permission. Materials provided specifically to a client may be subject to the terms of the applicable engagement.

8. Availability and Changes

We may modify, suspend, or discontinue website features, communication methods, or other general business offerings at any time. We may update these Terms & Conditions from time to time. The current version will be identified by the “Last Updated” date.

9. Governing Law

Unless an applicable written agreement provides otherwise, these Terms & Conditions are governed by the laws of the State of California, without regard to conflict-of-law principles, to the extent permitted by law.

10. Contact Us

Questions about this Privacy Policy, these Terms & Conditions, communication preferences, or privacy practices may be directed to: admin@speliscpas.com. Please feel free to contact us.