Privacy Policy

We collect only the information you choose to give us, through:

• Contact form: your name, email, phone number, business name, and the details you share about your business, such as entity type, industry, revenue range, accounting software, services needed, payroll and sales tax status, and your preferred consultation time.
• Act 60 inquiry form: your name, email, the Act 60 option you are interested in, and your target move or start date.
• Newsletter signup: your email address.
• Calendly bookings: your name, email, the time you book, and any answers you provide when scheduling a call.
• Client portal: if you become a client, the documents, financial records, and messages you exchange with us through the portal.

• To respond to your inquiry and schedule calls.
• To evaluate your needs and prepare a proposal.
• To provide tax, accounting, compliance, and advisory services if you engage us.
• To follow up on Act 60 inquiries.
• To send our newsletter, if you subscribed. You can unsubscribe at any time.
• To meet our professional, legal, and regulatory obligations.

We share information only with service providers that help us operate, and only as needed to provide our services:

• Karbon hosts our client portal, where clients exchange documents and messages with us.
• Calendly handles scheduling when you book a call with us.

We also use providers that host this website and store form submissions on our behalf. We may disclose information when required by law or by a government authority.

We do not sell your personal data, and we do not share it with third parties for their own marketing.

We keep inquiry and newsletter information for as long as needed to respond to you and stay in touch, or until you ask us to delete it. Client records are kept for as long as required by professional standards and applicable law.

You can ask us to access, correct, or delete your personal information, or to stop contacting you. To make a request, contact us:

• Email: hello@ztacpa.com
• Phone: (787) 233-4561

We may update this policy from time to time. The date at the top of this page shows when it was last changed.