Privacy Policy

Legal Disclaimer

The explanations and information provided on this page are for general informational purposes only. They are not legal advice and should not be relied upon as such. Privacy laws vary by jurisdiction, and every business has unique compliance requirements.

We strongly recommend consulting with a qualified attorney to ensure that your Privacy Policy complies with applicable laws, including but not limited to U.S. federal law, New Jersey state law, and any other relevant data protection regulations.

Introduction

At Gregory Monaco, CPA LLC (“we,” “our,” or “us”), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect data when you interact with our website, services, and client portal.

By using this website, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect the following types of information when you visit our website or use our services:

Personal Information: Name, email address, phone number, mailing address, and any information you voluntarily provide through contact forms or our client portal.
Financial/Tax Information: Only when provided directly by you through secure channels (e.g., TaxDome portal).
Technical Information: IP address, browser type, and usage data (collected automatically for site functionality and analytics).

How We Use Your Information

We use collected information to:

Provide accounting, tax, and advisory services
Respond to inquiries and schedule consultations
Manage your client account in the TaxDome portal
Communicate updates, deadlines, and important notices
Improve our website and client experience
Comply with legal and regulatory obligations

Sharing of Information

We do not sell or rent your personal information. We may share information only in the following limited circumstances:

With service providers (e.g., secure hosting, scheduling tools) that support our operations
As required by law, regulation, or professional obligations
To protect our legal rights, safety, and the safety of others

Data Security

We use industry-standard safeguards to protect your data. This includes secure client portals (TaxDome), encrypted document transfers, and limited access to sensitive information by authorized personnel only.

Your Rights

Depending on your jurisdiction, you may have rights to:

Access or correct your personal data

Request deletion of certain data

Opt out of certain types of data collection or communications

Children’s Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors.

Changes to This Policy

We reserve the right to update or modify this Privacy Policy at any time. Any changes will be reflected with an updated “Last Updated” date at the top of this page.

SMS Privacy and Data Use - SMS Terms of use

Gregory Monaco CPA, LLC TEXT MESSAGING TERMS OF USE

By "Opting In" to or using a “Text Message Service” (as defined below) from Gregory Monaco CPA, LLC, you accept these Terms & Conditions. [IF APPLICABLE: THIS AGREEMENT IS SUBJECT TO BINDING ARBITRATION AND A WAIVER OF CLASS ACTION RIGHTS AS DETAILED BELOW.]

This agreement is between you and Gregory Monaco CPA, LLC or one of its affiliates. All references to "Gregory Monaco CPA, LLC," "we," "our," or "us" refer to Gregory Monaco CPA, LLC, 60 Melrose Drive, Livingston, NJ 07039.

DEFINITIONS

"Opting In," "Opt In," and "Opt-In" refer to requesting, joining, agreeing to, enrolling in, signing up for, acknowledging, responding to, or otherwise consenting to receive one or more text messages.

"Text Message Service" includes any arrangement or situation in which we send one or more messages addressed to your mobile phone number, including text messages (such as SMS, MMS, or successor protocols or technologies).

CONSENTING TO TEXT MESSAGING

By consenting to receive text messages from us, you agreed to these Text Messaging Terms and Conditions, as well as our LINK TO GENERAL T&Cs and LINK TO PRIVACY POLICY, incorporated herein by reference.

E-SIGN DISCLOSURE

By agreeing to receive text messages, you also consent to the use of an electronic record to document your agreement. You may withdraw your consent to the use of the electronic record by replying STOP.

Gregory Monaco CPA, LLC TEXT MESSAGE SERVICE PRIVACY POLICY

We respect your privacy. We only use information you provide through this service to transmit your mobile messages and respond to you. This includes, but isn't limited to, sharing information with platform providers, phone companies, and other vendors who assist us in the delivery of mobile messages. Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Nonetheless, we reserve the right always to disclose any information as necessary to satisfy any law, regulation or governmental request, to avoid liability, or to protect our rights or property. This Text Message Service Privacy Policy applies to your use of the Text Message Service and isn't intended to modify our general [“Privacy Policy” OR RELEVANT NAME OF PRIVACY POLICY REFERENCED IN SECTION ABOVE], incorporated by reference above, which may govern the relationship between you and us in other contexts.

COSTS OF TEXT MESSAGES

We do not charge you for the messages you send and receive via this text message service. But message and data rates may apply, so depending on your plan with your wireless or other applicable provider, you may be charged by your carrier or other applicable provider.

FREQUENCY OF TEXT MESSAGES

This Text Messaging Service is for conversational person-to-person communication between you and our employees. We may send you an initial message providing details about the service. After that, the number of text messages you receive will vary depending on how you use our services and whether you take steps to generate more text messages from us (such as by sending a HELP request).

OPTING OUT OF TEXT MESSAGES

If you no longer want to receive text messages, you may reply to any text message with STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE. As a person-to-person communication service, opt-out requests are specific to each conversation between you and one of our employees and their associated phone number. After unsubscribing, we may send you confirmation of your opt-out via text message.

For support, Greg@MonacoCPA.CPA OR +1 (862) 320-9554.