What Information We Collect
At Sargent CPA, LLC,  we collect personal information that you provide to us or authorize us to obtain. This includes details needed to prepare your taxes and offer financial advice.

How We Use and Share Your Information
We do not share your personal information with anyone outside our firm unless:

• You give us permission,
• It’s required by law, or
• It’s necessary to provide services to you (e.g., working with trusted service providers).

Within our firm, we may share your information with team members or affiliated entities to help deliver our full range of services.

How We Protect Your Information
We take your privacy seriously. We keep your records secure using physical, electronic, and procedural safeguards that meet professional standards. We typically retain your data for up to seven years to support your needs and meet compliance requirements.

When We May Be Required to Share Information
We may disclose your information to:

• Government agencies (like the IRS or state tax authorities),
• Service providers who help us serve you,
• Regulatory or professional bodies (e.g., AICPA or state CPA societies),
• Courts or legal authorities if required by law.

We never share your information with outside companies or marketers without your explicit consent.

Questions?
If you have any questions about how we protect your privacy, please contact us. Your trust is important to us, and we’re committed to keeping your information safe while providing high-quality accounting services.