Privacy Policy

Azul Integrity Accounting Services LLC respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we protect it, your rights, and how the policy applies when you visit our website, interact with our social media pages, engage with our marketing, or become a client. By using our website, social media pages, or services, you agree to this Privacy Policy.

1. Scope and Controlling Documents

Scope: This Privacy Policy governs personal information collected through our website, social media, marketing, and other non‑engagement interactions unless we state otherwise.

Client Engagements Control: For information collected in the context of a client relationship, the terms of your signed engagement letter, any client‑specific privacy addendum, and applicable professional and legal obligations (including the AICPA Code of Professional Conduct, IRS regulations, and relevant state privacy laws) govern and take precedence over this Privacy Policy where there is a conflict. We will clearly state in engagement documents if this policy applies to those engagement activities.

2. Information We Collect

Azul Integrity Accounting Services LLC and its Members are bound by professional standards and ethics. We strive to ensure that your information is always protected and your right to privacy is honored and respected. We will not collect any personal information about our website visitors unless it is voluntarily submitted, in which case we will act in a responsible manner to protect your personal information.

Personal Information

The personal information identifies, relates to, describes, is capable of being associated with, or could be reasonably linked, directly or indirectly, with you or your household, such as your name, email address, telephone number, mailing address, business information, and broader categories of information.

We do not collect sensitive personal information (e.g. race, religion, biometric data) unless required for legal compliance or accounting purposes.

We may collect your Personal Information from third-party sources, such as social media platforms (if you interact with us through your social media account), and third parties to whom you direct us to collect your personal information. Information may also be automatically collected through computer hardware and software. This information can include: IP address, browser type and version, domain names, pages visited and time spent on the website, cookies and similar tracking technologies. This information is used for the operation of the website, to maintain quality of the service and to provide general statistics.

Engagement Services for Clients

Unless we state otherwise in our communications with you or in client engagement documents, this Privacy Policy does not apply to the Personal Information we collect in the context of our client relationships.

All client information is handled in accordance with applicable professional standards, including the AICPA Code of Professional Conduct, IRS regulations, and any relevant state privacy laws. As part of the services that we provide, we do collect nonpublic information from you from the following sources:

We use secure, encrypted platforms for document exchange, e-signatures, and cloud storage to protect sensitive financial data

• Information requested during the onboarding process
• Information from you on tax organizers, worksheets and other financial documents
• Information about your transactions with others
• Information about investments and financial advising services that impact company's financial and tax records
• Legal information and/or agreements related to the company incorporation, financial loans, or other required services that impact company's financial and tax records

3. How We Use Your Information

We use the information we collect to:

The email address you provide may be used to send you information, respond to inquiries, and/or other requests or questions.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We provide users with choices regarding how their personal information is used and honor requests to opt out or delete their information where legally permitted.

• Communicate with you about appointments, updates, or resources
• Improve our services and website performance
• Comply with legal and regulatory requirements
• Develop engagement letters
• Provide bookkeeping, accounting, payroll, tax, and CPA services upon signed engagement letter

4. How We Share Your Information

Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased service requested. We share personal information only as reasonably necessary for the purposes described in this policy.

Service Providers: With trusted vendors who perform services on our behalf (e.g., scheduling, payment processing, secure data storage). All service providers are contractually required to protect your information and use it only for the purpose of providing services to Azul Integrity Accounting Services LLC.

Legal Obligations: When required by law, regulation, or legal process

IRS Regulations: Certain information we collect and retain may be subject to IRS regulations, including IRC §7216, which governs the use and disclosure of tax return information.

Consent: With your explicit consent for specific purposes.

5. Data Security

We implement reasonable technical, administrative, and physical safeguards to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. However, no system can be guaranteed 100% secure.

6. Data Retention

We generally retain client and tax-related information for at least seven (7) years, or as required by IRS and AICPA recordkeeping standards, unless a longer retention period is required by law.

7. Your Rights

Depending on your location, you may have the right to:

This Privacy Policy is governed by the laws of the State of Florida, without regard to its conflict of law principles.

• Access, correct, or update your personal information
• Request deletion of your information
• Restrict or object to certain processing activities
• Withdraw consent (where applicable)

8. Children's Privacy

We do not knowingly collect or maintain information from anyone under 18 without verifiable parental consent.

9. Third-Party Links

Our Sites, services and materials may contain references or links to third-party websites and services. Except as described above regarding Service Providers, we do not control what information third parties track or collect. Any access to and use of such third-party websites and services is not governed by this Privacy Policy but instead is governed by the privacy policies of those third parties.

10. Updates to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by the "Effective Date" and will be effective once posted. We encourage you to periodically review this page for the latest information on our privacy practices.

11. Contact Us

Reading this Privacy Policy will help you understand your privacy rights and choices. If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

Azul Integrity Accounting Services LLC

6999 Merrill Road, STE 2 #313

Jacksonville, FL 32277

Email: azulintegritycpa@gmail.com

Phone: (904) 476-4732