Privacy Policy

Information We Collect

We may collect personal information that you voluntarily provide, including:

• Name
• Business name
• Email address
• Telephone number
• Mailing address
• Professional information
• Financial and tax-related information necessary to provide our services
• Information submitted through contact forms, scheduling tools, newsletters, webinars, assessments, or client portals

We may also automatically collect certain technical information, including:

• IP address
• Browser type
• Device information
• Website usage data
• Cookies and similar technologies

How We Use Information

We may use the information we collect to:

• Respond to inquiries and requests
• Schedule consultations and meetings
• Provide tax, advisory, and business consulting services
• Deliver newsletters, educational content, webinars, and marketing communications
• Improve our website, services, and client experience
• Comply with legal, regulatory, and professional obligations
• Protect against fraud, unauthorized access, or other misuse

Client Confidentiality

As a Certified Public Accountant firm, we maintain strict confidentiality standards regarding client information. We do not disclose confidential client information except:

• As authorized by the client;
• As required by law, court order, subpoena, or regulatory authority;
• To service providers assisting us in delivering services, subject to appropriate confidentiality safeguards;
• As otherwise permitted under applicable professional standards and regulations.

Information Sharing

We do not sell personal information to third parties.

We may share information with trusted third-party service providers who assist us in operating our business, including:

• Client portal providers
• Scheduling and communication platforms
• Customer relationship management systems
• Payment processors
• Technology and website service providers

These providers are permitted to use information only as necessary to perform services on our behalf.

Cookies and Analytics

Our website may use cookies and similar technologies to enhance user experience, analyze website traffic, and improve website performance.

You may adjust your browser settings to refuse cookies; however, certain website functions may not operate properly.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

While we employ commercially reasonable security measures, no method of electronic transmission or storage can be guaranteed to be completely secure.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this Privacy Policy, provide services, comply with legal and regulatory requirements, resolve disputes, and enforce agreements.

Client records may be retained in accordance with applicable professional standards and legal obligations.

Your Rights

Subject to applicable law, you may have the right to:

• Request access to your personal information
• Request correction of inaccurate information
• Request deletion of certain information
• Opt out of marketing communications
• Request information regarding how your data is used

To exercise these rights, please contact us using the information below.

Email Communications

If you subscribe to our newsletters, webinars, or other communications, you may unsubscribe at any time by following the unsubscribe instructions included in our emails or by contacting us directly.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of those websites. We encourage users to review the privacy policies of any third-party sites they visit.

Children's Privacy

Our website and services are intended for adults and business owners. We do not knowingly collect personal information from children under the age of 13.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any revisions will be posted on this page with an updated effective date.

Contact Information

Corcoran Business Advisory Services, LLC

Please see contact page on our website: www.cbas-cpa.com/contact

If you have questions regarding this Privacy Policy or our data practices, please contact us at the email address above.

Website Terms of Use

Welcome to the website of Corcoran Business Advisory Services, LLC ("CBAS," "we," "our," or "us"). By accessing or using this website, you agree to be bound by these Terms of Use. If you do not agree with these Terms, please discontinue use of the website.

No Professional Advice

The information provided on this website is for general informational and educational purposes only and should not be construed as tax, accounting, legal, investment, or financial advice.

Viewing information on this website, downloading materials, attending webinars, subscribing to newsletters, or communicating through this website does not establish a CPA-client relationship.

Professional advice can only be provided after the execution of a written engagement agreement.

No Guarantee of Results

Past results, examples, case studies, tax savings illustrations, testimonials, or discussions of tax strategies are provided for informational purposes only. Individual circumstances vary, and no guarantee is made regarding future results, tax savings, investment performance, or financial outcomes.

Intellectual Property

All content on this website, including text, graphics, logos, articles, videos, webinars, downloads, presentations, and other materials, is the property of Corcoran Business Advisory Services, LLC unless otherwise noted and is protected by applicable intellectual property laws.

You may view, download, and print materials for personal, non-commercial use. You may not reproduce, distribute, modify, publish, or exploit any content without prior written permission.

User Conduct

You agree not to:

• Use the website for unlawful purposes;
• Attempt unauthorized access to systems or data;
• Upload malicious software or code;
• Interfere with website operations;
• Misrepresent your identity or affiliations.

Disclaimer of Warranties

This website is provided "as is" and "as available." CBAS makes no warranties, express or implied, regarding the website's operation, availability, accuracy, completeness, or fitness for a particular purpose.

Limitation of Liability

To the fullest extent permitted by law, CBAS shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising from the use of or inability to use this website.

Indemnification

You agree to indemnify and hold harmless CBAS, its owners, employees, contractors, and affiliates from any claims, losses, liabilities, or expenses arising from your use of the website or violation of these Terms.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to conflict-of-law principles.

Changes to These Terms

CBAS reserves the right to modify these Terms at any time. Updated Terms will be posted on this page with a revised effective date.

Contact Information

Corcoran Business Advisory Services, LLC

Please see contact page on our website: www.cbas-cpa.com/contact

Cookie Policy

Corcoran Business Advisory Services, LLC ("CBAS") uses cookies and similar technologies to improve website functionality, enhance user experience, and better understand how visitors use our website.

What Are Cookies?

Cookies are small text files stored on your device when you visit a website. Cookies help websites remember information about your visit and improve functionality.

Types of Cookies We Use

Essential Cookies

These cookies are necessary for the website to function properly and cannot be disabled through our systems.

Performance and Analytics Cookies

These cookies help us understand how visitors interact with our website by collecting anonymous information regarding page visits, traffic patterns, and user behavior.

Examples may include:

• Google Analytics
• HubSpot Analytics
• Website performance monitoring tools

Functional Cookies

These cookies enable enhanced functionality such as remembering preferences, forms, and user settings.

Marketing Cookies

If used, these cookies help us measure the effectiveness of marketing campaigns and provide more relevant communications.

Managing Cookies

Most web browsers allow you to control cookie settings through browser preferences. You may choose to disable cookies; however, portions of the website may not function properly.

For more information regarding browser cookie settings, consult your browser's help documentation.

Third-Party Services

Some cookies may be placed by third-party providers whose services appear on our website. These providers have their own privacy policies governing their use of information.

Updates

CBAS may update this Cookie Policy periodically. Any updates will be posted on this page with an updated effective date.

SMS/Text Messaging Policy

Corcoran Business Advisory Services, LLC ("CBAS") may offer text messaging communications related to appointments, scheduling, client services, reminders, and educational content.

Consent to Receive Messages

By providing your mobile phone number and opting in, you consent to receive text messages from CBAS.

Message frequency may vary based on your interactions with our firm and the services you request.

Types of Messages

• Appointment confirmations and reminders
• Scheduling updates
• Client service communications
• Webinar and event reminders
• Educational and informational content
• Occasional marketing communications, where permitted by law

Opt-Out Instructions

You may opt out of receiving text messages at any time by replying:

STOP

After opting out, you will no longer receive SMS messages except those required to complete an ongoing transaction or as otherwise permitted by law.

Help Instructions

For assistance, contact:

Please see contact page on our website: www.cbas-cpa.com/contact

Message and Data Rates

Message and data rates may apply depending on your mobile carrier and service plan.

Privacy

Information collected through SMS communications is subject to our Privacy Policy.

We do not sell, rent, or share your mobile phone number with third parties for their independent marketing purposes.

No Guarantee of Delivery

Text message delivery depends on your wireless carrier and network availability. CBAS is not responsible for delayed or undelivered messages.

Changes to this Policy

CBAS reserves the right to modify this SMS/Text Messaging Policy at any time. Any updates will be posted on our website with an updated effective date.

Tax Strategy Disclaimer

Important Disclosure Regarding Tax Planning Strategies

The information provided by Corcoran Business Advisory Services, LLC ("CBAS") through this website, webinars, videos, newsletters, articles, presentations, consultations, assessments, and other communications is for educational and informational purposes only.

Nothing contained herein should be construed as tax, legal, accounting, investment, financial, or other professional advice for any specific individual or situation.

Individual Circumstances Matter

Tax planning strategies must be evaluated based upon a taxpayer's unique facts and circumstances. A strategy that may be beneficial for one taxpayer may not be appropriate, available, or effective for another.

Before implementing any tax strategy, taxpayers should consult with qualified professional advisors and complete appropriate due diligence.

No Guarantee of Tax Savings

Any examples, illustrations, projections, calculations, estimates, case studies, testimonials, or discussions of potential tax savings are provided solely for educational purposes.

Actual results will vary based on numerous factors, including:

• Individual tax circumstances
• Income levels
• Entity structure
• State and local tax laws
• Changes in federal or state legislation
• Timing of implementation
• Availability of specific programs or opportunities

CBAS makes no guarantee that any taxpayer will achieve a particular level of tax savings, financial benefit, investment return, or economic result.

Legislative and Regulatory Changes

Tax laws, regulations, administrative guidance, and court decisions change frequently.

Strategies discussed today may be modified, suspended, limited, or eliminated by future legislative, regulatory, or judicial action. Information presented is believed to be accurate as of the date presented but may become outdated

Investment-Related Strategies

Some tax planning opportunities may involve investments offered by independent third parties.

CBAS does not act as a registered investment advisor, broker-dealer, securities professional, attorney, or insurance agent unless specifically disclosed otherwise.

CBAS does not sell securities or investment products.

Any investment decision should be made only after reviewing the applicable offering documents and consulting with the taxpayer's legal, investment, and financial advisors.

Third-Party Strategies and Providers

Certain tax planning opportunities may be facilitated through independent third-party providers, sponsors, attorneys, engineers, valuation professionals, cost segregation specialists, investment sponsors, or other consultants.

CBAS may introduce clients to such providers but does not control their operations, representations, services, fees, investment performance, or future viability.

Clients remain responsible for conducting their own due diligence before engaging any third-party provider or participating in any transaction.

Professional Engagement Required

No CPA-client relationship is created through:

• Visiting this website
• Downloading materials
• Attending webinars
• Receiving newsletters
• Participating in discovery meetings
• Reviewing educational content

Professional advice is provided only after a written engagement agreement has been executed between the client and CBAS.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the Internal Revenue Service, any federal tax advice contained in this website or related communications is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or promoting, marketing, or recommending any transaction or matter addressed herein.

Reliance on Information

Users should not act or refrain from acting based solely upon information obtained from this website or related materials without seeking professional advice tailored to their specific circumstances.

CBAS disclaims all liability arising from actions taken or not taken based upon information provided through its website, publications, presentations, or communications.

Contact Information

Corcoran Business Advisory Services, LLC

Please see contact page on our website: www.cbas-cpa.com