Privacy Policy
Last Updated: April 1, 2026At Apex Accounting, we take your privacy seriously. This Privacy Policy explains what information we collect, how we use it, who we share it with, and what rights you have. We have written it in plain English so it is easy to understand. If you have any questions, contact us at info@apexaccountingpro.com or call (786) 723-4555.
1 Who We Are
Apex Accounting is a family-owned accounting firm based in Cooper City, Florida. We provide bookkeeping, tax preparation, payroll, and financial advisory services to businesses and individuals across the United States.
- Website: apexaccountingpro.com
- Email: info@apexaccountingpro.com
- Phone: (786) 723-4555
- Address: Cooper City, Florida
2 What Information We Collect
A. Information You Give Us Directly
We collect information when you:
- Fill out our contact form (name, email, phone, message)
- Book an appointment or consultation (name, email, phone, preferred date and time, nature of inquiry)
- Subscribe to our newsletter (name and email address)
- Download our free guide (name and email address)
- Email or call us directly (any information you share)
- Become a client (financial and business information necessary to provide accounting services)
B. Information We Collect Automatically
When you visit our website, we automatically collect certain technical information including your IP address, browser type and version, device type, pages you visit and time spent, how you arrived at our website, and the date and time of your visit. This information is collected through cookies and similar tracking technologies (see Section 5 for more detail).
C. Facebook Pixel
Our website uses the Facebook Pixel, a tracking tool provided by Meta Platforms Inc. The Facebook Pixel collects data about your visit to our website and may connect it to your Facebook or Instagram profile if you are logged in. We use this to measure the effectiveness of our advertisements, show relevant ads to people who have visited our website, and build audiences for future campaigns. You can learn more at facebook.com/policy and manage your ad preferences at facebook.com/settings/ads.
3 How We Use Your Information
To respond to your inquiries
When you contact us through our website, by email, or by phone, we use your contact details to respond to your message or question promptly.
To confirm and manage appointments
When you book a consultation or appointment, we use your details to confirm your booking, send reminders, and follow up as needed.
To provide accounting services
If you become a client, we use the financial and business information you provide to deliver the bookkeeping, tax, payroll, or advisory services you have engaged us for.
To send our newsletter and updates
If you subscribe to our newsletter, we will send you tax tips, financial guidance, deadline reminders, and service updates. You can unsubscribe at any time using the link in any email we send.
To improve our website and run advertising
We use analytics and advertising tools to understand how visitors use our site and to measure the performance of our advertising campaigns. This data is aggregated and anonymized wherever possible.
To comply with legal obligations
We may use or retain your information where required by law, including for tax, accounting, or regulatory compliance purposes.
4 Who We Share Your Information With
We do not sell your personal information to anyone, ever.
We may share your information with trusted third-party service providers who help us operate our business and website, including:
- Email marketing platforms (such as Mailchimp or similar) to send newsletters and appointment confirmations
- Booking and scheduling tools to manage appointments
- Website hosting and security providers
- Analytics platforms such as Google Analytics to understand website traffic
- Meta Platforms (Facebook and Instagram) via the Facebook Pixel for advertising purposes
- Accounting and practice management software used to deliver client services
All third-party providers are required to handle your data securely and only for the purposes we specify. They are not permitted to use your data for their own marketing. We may also disclose your information if required by law, court order, or government authority.
5 Cookies and Tracking Technologies
Our website uses cookies (small text files stored on your device) to help the site function properly and to understand how visitors use it.
Essential cookies
Necessary for the website to work. They cannot be turned off and do not store any personally identifiable information.
Analytics cookies
Help us understand how visitors interact with our website. We use tools like Google Analytics to collect anonymized data about pages visited, time on site, and traffic sources.
Marketing and advertising cookies
The Facebook Pixel places a cookie on your device when you visit our website. This allows us to measure ad performance and show relevant ads on Facebook and Instagram. You can manage your ad preferences through your Facebook settings.
Managing cookies
Most web browsers allow you to control cookies through their settings. You can choose to block or delete cookies at any time, though some parts of the website may not function as intended if you do. For more information visit allaboutcookies.org.
6 Email Communications
If you contact us by email or submit your email through any form on our website, we will use that address to respond to you. If you have subscribed to our newsletter, we will send you periodic emails with financial tips, tax reminders, and updates. These emails will always include an unsubscribe link and you can opt out at any time. We do not send spam and we will not add you to our mailing list without your explicit consent.
7 Data Retention
- Contact and inquiry data: Retained for up to 2 years
- Client financial records: Retained for a minimum of 7 years in accordance with IRS recordkeeping requirements
- Newsletter and marketing data: Retained until you unsubscribe or request removal
- Website analytics data: Retained per the analytics platform settings (typically 26 months for Google Analytics)
8 Data Security
We take reasonable technical and organizational measures to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. These include secure website hosting, encrypted communications (HTTPS), and access controls on systems that store client data. No method of transmitting or storing data over the internet is completely secure, and we cannot guarantee absolute security. If you believe your information may have been compromised, please contact us immediately.
9 Your Rights
- Right to access: You can request a copy of the personal information we hold about you at any time
- Right to correction: You can ask us to correct any inaccurate or incomplete information
- Right to deletion: You can request that we delete your personal information, unless we are required by law to retain it
- Right to opt out of marketing: You can unsubscribe from our emails at any time using the link in any email or by contacting us directly
- Right to withdraw consent: Where we rely on your consent to process your data, you can withdraw that consent at any time
To exercise any of these rights, contact us at info@apexaccountingpro.com or call (786) 723-4555. We will respond within 30 days.
10 Children’s Privacy
Our website and services are intended for adults and business owners. We do not knowingly collect personal information from anyone under the age of 13. If you believe a child has provided us with personal information, please contact us and we will delete it promptly.
11 Third-Party Links
Our website may contain links to third-party websites or tools. This Privacy Policy applies only to the Apex Accounting website. We are not responsible for the privacy practices of external sites and encourage you to review their privacy policies before providing any personal information.
12 Florida and US Applicable Law
Apex Accounting is based in Florida and operates in compliance with applicable United States federal and Florida state privacy laws. Our services are intended for clients within the United States. If you are located outside the United States and choose to use our website or services, please be aware that your information may be transferred to and processed in the United States.
13 Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make changes, we will update the Last Updated date at the top of this page. We encourage you to review this page periodically. Continued use of our website after any changes constitutes your acceptance of the updated policy.
14 Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please get in touch: