Rodriguez CPA PLLC respects your privacy. This notice explains what information we collect through this website, how we use it and the choices you have.
What we collect
- Intro call and contact forms: your name, company and trade, email address, phone number, annual revenue range, preferred language and anything you write in your message.
- WIP Schedule Starter download: your email address.
- Job applications: your name, email address, phone number, the completed application, your résumé if you attach one, and anything else you choose to tell us.
- Technical information: our website host records basic information such as your IP address, browser type and the pages requested, to deliver and secure the site.
Cookies and analytics
We use Google Analytics and Microsoft Clarity, loaded through Google Tag Manager, to understand how visitors use this website and to improve it. These tools use cookies and similar technologies to collect information such as the pages you view, how you scroll and click, the site that referred you, your approximate location, and your device and browser type. Microsoft Clarity also creates heatmaps and session replays of visits. Text typed into form fields is masked in those replays.
For visitors in the United States, these tools are on when you visit. We determine this from the country our website host detects from your internet connection. For visitors anywhere else, or when the country cannot be determined, these tools load only after you choose Accept on the cookie banner.
You can turn these tools off, or back on, at any time with the Cookie settings link at the bottom of every page. The website works the same way without them. If your browser sends the Global Privacy Control signal, these tools stay off, even if you accepted them before.
When you turn them off, we stop loading these tools and delete the analytics cookies this website can reach. Information already sent to Google or Microsoft before that is not recalled, and cookies set under their own domains are not removed. You can clear those in your browser settings. We do not use this information for advertising.
Google and Microsoft process this information under their own privacy terms. See the Google Privacy Policy and the Microsoft Privacy Statement.
How we use it
- To reply to your message and schedule your intro call
- To send the spreadsheet you asked for
- To follow up about our services. You can ask us to stop at any time
- To review job applications and contact applicants
- To run and protect the website
- To measure how the website is used and improve it
We do not sell your personal information.
Who we share it with
We share information only with service providers that help us run this website, receive form submissions, send email and measure website use, and only so they can perform those services for us. We may also disclose information when the law requires it.
Job applicants
We use application materials only to consider you for employment with our firm. We keep them only as long as needed to consider you for current and future openings and to meet our legal obligations. You can ask us to delete your application at any time.
Client tax and financial information
Please do not send tax documents, Social Security numbers, bank details or other sensitive information through the forms on this website or by email. Clients share documents through our secure client portal, Karbon. Client information is handled under the terms of each client's engagement and the confidentiality rules that apply to CPA firms.
Your choices
You can ask what information we hold about you, ask us to correct or delete it, or ask us to stop contacting you. Email hello@drod.cpa, call (704) 412-3974 or write to Rodriguez CPA PLLC, 8313 Six Forks Rd, Suite 111, Raleigh, NC 27615.
Changes to this notice
If we change how we handle information, we will update this page and the date at the top.