Website Policies

Terms of Use

By accessing or using this website, you agree to use it for lawful purposes and in accordance with these Terms of Use. The content provided on this website is for general informational purposes only and is not intended to constitute tax, accounting, financial, legal, or other professional advice.

You may not use this website in any way that could damage, disable, or interfere with its operation or security. You may not reproduce, distribute, modify, or otherwise use content from this website without prior written permission from Cross CPA Tax & Advisory, except as permitted by applicable law.

Your use of this website does not create a client relationship with Cross CPA Tax & Advisory. A professional relationship is established only through a separate written engagement agreement accepted by both parties.

We reserve the right to update or modify these Terms of Use at any time. Your continued use of this website following any changes constitutes acceptance of the updated terms.

Disclaimer

The information provided on this website is for general informational and educational purposes only. While we strive to provide accurate and up-to-date information, tax laws, regulations, and individual circumstances may change, and the information presented may not apply to your specific situation.

Nothing on this website should be considered tax, accounting, financial, legal, or other professional advice. You should not act or refrain from acting based on information found on this website without seeking advice tailored to your individual circumstances.

Viewing this website, submitting a contact form, sending an email, or otherwise communicating with Cross CPA Tax & Advisory through this website does not establish a CPA-client or other professional relationship. Such a relationship is established only after the appropriate engagement process has been completed and a written engagement agreement has been accepted by both parties.

We make no guarantees regarding specific tax outcomes, savings, refunds, or financial results. Any examples, strategies, or potential benefits discussed on this website are illustrative only and may not be available or appropriate for every individual or business.

Accessibility Statement

Cross CPA Tax & Advisory is committed to making its website accessible and usable for all visitors, including individuals with disabilities.

We strive to provide an inclusive online experience and are continually working to improve the accessibility and usability of our website. While we aim to follow applicable accessibility standards and best practices, we recognize that some areas of the website may require ongoing improvements.

If you experience difficulty accessing any content, feature, or functionality on this website, please contact us so we can assist you and work to provide the information or service in an accessible format.

Please contact us at karen@crosscpatax.com or 978-987-1672 with a description of the issue you experienced and the page or feature involved.

Cookie Policy

This website may use cookies and similar technologies to help the website function properly, understand how visitors interact with our website, and improve the user experience.

Cookies are small text files stored on your device when you visit a website. Depending on the technologies used on this website, cookies may be used for purposes including:

• Essential website functionality
• Website performance and analytics
• Understanding visitor activity and usage patterns
• Improving website content and user experience
• Remembering certain visitor preferences

You may be able to manage or disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of the website.

Where required by applicable law, we will request consent before placing non-essential cookies or similar tracking technologies on your device. For more information about how we collect, use, and protect personal information, please review our Privacy Policy.

Privacy Policy

Effective Date: August 1, 2026

Cross CPA Tax & Advisory (“Cross CPA,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when visiting our website.

This Privacy Policy explains how we may collect, use, disclose, and protect your information when you visit crosscpatax.com or otherwise interact with us through our website.

Information We Collect

We may collect personal information that you voluntarily provide to us, including when you submit a contact form, request information, or otherwise communicate with us. This information may include:

• Your name
• Email address
• Phone number
• Business name
• Information you provide in a message or inquiry
• Any other information you choose to provide to us

We may also automatically collect certain information about your use of our website, such as your IP address, browser type, device information, pages visited, referring website, and information about how you interact with our website. This information may be collected through cookies, analytics tools, and similar technologies.

How We Use Your Information

We may use the information we collect to:

• Respond to your inquiries and requests
• Communicate with you about our services
• Schedule consultations or appointments
• Provide information you have requested
• Operate, maintain, and improve our website
• Understand how visitors use our website
• Protect the security and integrity of our website and business
• Comply with applicable legal and professional obligations

We will not use your information for purposes inconsistent with those described in this Privacy Policy without providing notice as required by applicable law.

How We Share Information

We do not sell your personal information.

We may share information with trusted third-party service providers who assist us in operating our website, hosting services, analytics, communications, scheduling, or other business functions. These providers may access personal information only as necessary to perform services on our behalf.

We may also disclose information when required by law, regulation, legal process, professional obligations, or when necessary to protect the rights, property, or safety of Cross CPA Tax & Advisory, our clients, or others.

Cookies and Similar Technologies

Our website may use cookies and similar technologies to support website functionality, analyze website traffic, and improve the visitor experience.

You may manage certain cookies through your browser settings. Depending on your location and applicable law, we may request your consent before using non-essential cookies or similar tracking technologies.

Please review our Cookie Policy for additional information about our use of cookies.

Data Security

We take reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.

However, no method of transmitting information over the internet or storing electronic information is completely secure. While we take reasonable steps to protect information, we cannot guarantee absolute security.

Please do not submit sensitive personal, financial, tax, or confidential information through an unsecured website contact form or email unless we have specifically provided you with a secure method for doing so.

Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices, content, or security of those third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.

Children’s Privacy

Our website is not directed toward children under the age of 13, and we do not knowingly collect personal information from children through our website. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information, including the right to request access to, correction of, or deletion of certain personal information, subject to applicable law.

To submit a privacy-related request or ask questions about this Privacy Policy, please contact us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, technology, or legal obligations. When we make changes, we will update the Effective Date at the top of this Privacy Policy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Cross CPA Tax & Advisory
Website: crosscpatax.com
Email: karen@crosscpatax.com
Phone: 978-987-1672