Last Updated: January 24, 2026
Gaffley CPA, PLLC (“Gaffley CPA" or "the firm") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how the firm collects, uses, and protects information submitted through this website and related intake forms.
Information We Collect
The firm may collect the following information when you submit a request through this website or forms:
Name
Email address
Phone number
General service request details (for example: tax year, filing needs, or state(s) involved)
The firm may also collect basic technical information such as:
Device type and browser information
Approximate location (city/region)
Website usage and page views
How the Firm Uses Your Information
The firm uses the information you provide to:
Respond to your inquiry
Confirm scope, timeline, and pricing for potential services
Provide access to our secure client portal (if you engage us)
Communicate with you about next steps and required documentation
Secure Communication and Sensitive Information
Please do not send sensitive personal information (such as Social Security Numbers, full account numbers, or copies of identity documents) through email or non-secure messaging.
If you become a client, the firm will request sensitive information through a secure portal and approved authorization forms.
Third-Party Services
The firm may use third-party tools to operate the business and provide services, such as:
Website hosting and analytics tools
Secure document and workflow systems
Scheduling and communication platforms
These providers may process limited information solely to support the firm's operations.
Sharing of Information
The firm does not sell your personal information.
The firm may share information only when necessary to:
Provide requested services (after engagement)
Comply with legal obligations
Protect our rights or prevent fraud
Data Retention
The firm retains inquiry information only as long as reasonably necessary for business and administrative purposes, or as required by law and professional standards.
Your Choices
You may request that the firm update or delete your contact information by emailing at:
Changes to This Policy
The firm may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
Contact
Gaffley CPA, PLLC
Boca Raton, Florida
Website: www.GaffleyCPA.com
Email: Privacy@GaffleyCPA.com