For expert CPA services, financial consulting, and tax preparation, feel free to reach out to us at 716-400-1410.

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Privacy Policy

  


Last Updated: August 19, 2026

Shieke Sharpe Consulting, LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, submit an inquiry, schedule a consultation, purchase services or products, or otherwise interact with us.

By using this website, you acknowledge the practices described in this Privacy Policy.


1. Information We Collect

We may collect information that you voluntarily provide to us, including:

· Name

· Email address

· Telephone number

· Business name

· Mailing or billing address

· Information submitted through contact, consultation, intake, or inquiry forms

· Information related to your business, accounting, tax, or financial needs

· Payment and billing information

· Communications you send to us

· Information you provide when purchasing a service, program, course, digital product, or other offering

· Other information you voluntarily provide

If you become a client, we may collect additional financial, tax, accounting, identification, and business information necessary to provide professional services. Client information may also be subject to additional engagement agreements, professional standards, confidentiality requirements, and applicable federal and state laws.



2. Information Collected Automatically

When you visit our website, certain information may be collected automatically through cookies and similar technologies. This may include:

· IP address

· Browser type

· Device type

· Operating system

· Pages viewed

· Time spent on the website

· Referring website or source

· Approximate geographic location

· Website interactions and navigation activity

We may use this information to operate our website, understand how visitors use it, improve performance, evaluate marketing efforts, and enhance the user experience.


3. How We Use Your Information

We may use information collected through our website to:

· Respond to inquiries and consultation requests

· Provide accounting, bookkeeping, tax, advisory, consulting, educational, or related services

· Schedule appointments

· Process transactions and payments

· Communicate with clients and prospective clients

· Provide requested resources, products, programs, or services

· Send administrative or service-related communications

· Send newsletters, educational information, tax updates, promotions, or marketing communications when permitted by law

· Improve our website, services, programs, and customer experience

· Maintain appropriate business and financial records

· Prevent fraud, unauthorized activity, or misuse of our website

· Comply with legal, regulatory, tax, professional, or contractual requirements

· Protect our rights, property, clients, and business


4. Financial and Tax Information

Because we provide accounting, tax, and financial-related services, clients may provide sensitive financial and tax information.

We take reasonable administrative, technical, and physical measures designed to protect confidential information. Access to client information is limited to individuals and service providers who require access for legitimate business or professional purposes.

Information provided as part of a professional engagement will be handled in accordance with applicable laws, professional standards, engagement agreements, and confidentiality obligations.

Submitting an inquiry through this website or scheduling a consultation does not, by itself, create a CPA-client, accountant-client, advisory, fiduciary, or other professional relationship.

Please do not transmit highly sensitive documents, Social Security numbers, banking credentials, tax returns, or similar confidential information through ordinary website contact forms or unsecured email unless specifically instructed to do so.


5. How We Share Information

We do not sell your personal information for money.

We may disclose information to trusted third-party service providers that assist us with operating our business, including providers of:

· Website hosting

· Client portals

· Accounting and tax software

· Payment processing

· Appointment scheduling

· Email communications

· Customer relationship management

· Cloud storage

· Analytics

· Marketing and advertising

· Information technology and cybersecurity

· Other administrative or professional services

These providers may receive information only as reasonably necessary to perform services on our behalf and are subject to their own contractual and legal obligations.

We may also disclose information when required by law, court order, subpoena, regulatory requirement, professional obligation, or when reasonably necessary to protect our legal rights, prevent fraud, or protect the safety of others.


6. Payment Processing

If you purchase services or products through our website, payment information may be processed by third-party payment processors.

We may not directly store complete credit or debit card information. Payment processors maintain their own privacy and security practices, and your use of their services may be governed by their respective terms and privacy policies.


7. Cookies and Analytics

Our website may use cookies, pixels, analytics tools, and similar technologies to understand website activity, remember preferences, improve functionality, measure marketing performance, and provide relevant advertising.

Depending on the technology used on our website, third parties may collect information regarding your activity across websites or online services.

You may be able to disable or limit cookies through your browser settings. Disabling cookies may affect certain website features or functionality.


8. Email Marketing

If you subscribe to our mailing list, download a resource, register for a program, or otherwise consent to receive marketing communications, we may send you emails regarding educational content, tax and accounting information, services, programs, events, promotions, and related offerings.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the communication.

Unsubscribing from marketing communications will not necessarily prevent us from sending transactional, administrative, client-service, billing, security, or other non-marketing communications.


9. Text Messages

If you voluntarily provide your mobile telephone number and consent to receive text messages, we may use your number for communications you have authorized, which may include appointment reminders, service communications, or marketing messages.

Consent to receive marketing text messages is not a condition of purchasing services.

Message and data rates may apply. Message frequency may vary. You may opt out of marketing text messages by replying STOP or by following the opt-out instructions provided in the applicable message.

Mobile information and text messaging consent will not be sold or shared with third parties for their own marketing or promotional purposes, except as necessary for service providers that assist us in delivering the messaging service.


10. Third-Party Websites and Services

Our website may contain links to websites, platforms, applications, or services operated by third parties.

We are not responsible for the privacy, security, content, or practices of third-party websites or services. We encourage you to review their privacy policies before providing personal information.


11. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.

However, no website, electronic transmission, email system, database, or online storage system can be guaranteed to be completely secure. Accordingly, we cannot guarantee the absolute security of information transmitted electronically.


12. Data Retention

We may retain personal information for as long as reasonably necessary to:

· Provide requested services

· Maintain client and business records

· Satisfy accounting, tax, professional, regulatory, or legal obligations

· Resolve disputes

· Enforce agreements

· Protect our legitimate business interests

Retention periods may vary depending on the nature of the information and the services provided.


13. Children’s Privacy

Our website and services are intended for adults and business owners and are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13 through this website. If we become aware that such information has been collected without appropriate authorization, we will take reasonable steps to delete it.


14. Your Privacy Choices and Rights

Depending on where you reside and applicable law, you may have certain rights concerning your personal information, which may include the right to:

· Request access to personal information we maintain about you

· Request correction of inaccurate information

· Request deletion of certain personal information

· Opt out of certain marketing communications

· Request information regarding certain disclosures or uses of your personal information

· Exercise other privacy rights provided under applicable law

These rights are subject to applicable exceptions, including legal, tax, accounting, professional, regulatory, record-retention, and contractual obligations.

To submit a privacy request, please contact us using the information below. We may need to verify your identity before processing certain requests.


15. Professional and Legal Requirements

Nothing in this Privacy Policy requires us to delete, disclose, alter, or otherwise handle information in a manner that would violate applicable laws, professional standards, regulatory requirements, tax record-retention obligations, legal holds, court orders, or our professional responsibilities as accounting and tax professionals.

Where applicable professional or legal requirements conflict with a request regarding personal information, those requirements may control.


16. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, technology, services, or legal requirements.

The updated version will be posted on this page with a revised “Last Updated” date. Your continued use of the website after changes are posted constitutes acknowledgment of the updated Privacy Policy.


17. Contact Us

If you have questions about this Privacy Policy or would like to submit a privacy-related request, please contact:

Shieke Sharpe Consulting, LLC
Email: info@shiekesharpe.com
Phone: 716-400-1410
Mailing Address: PO. BOX 28, Hainesport, NJ, 08036
Website: https://shiekesharpe.com

  

IMPORTANT: This Privacy Policy is intended to describe the Company’s general privacy practices. It does not replace engagement letters, client agreements, professional confidentiality requirements, or other notices that may apply to specific services.

Shieke Sharpe Consulting

PO Box 28, Hainesport, NJ 08036

(716)400-1410

Copyright © 2026 Shieke Sharpe Consulting - All Rights Reserved 


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