Privacy Policy | SherpaCPAs

SherpaCPAs LLC (“SherpaCPAs,” “we,” “us,” or “our”) is committed to protecting your privacy when you visit or use the SherpaCPAs website (the “Website”). Please read this Privacy Policy carefully, as it explains what information we collect, how we use it, and the choices you have regarding your information. By accessing or using the Website, you agree to the terms of this Privacy Policy; if you do not agree, you should not use the Website.

Scope and acceptance

This Privacy Policy applies to visitors and users of the Website and to information collected through contact forms, newsletter sign‑ups, scheduling tools, and similar features on the Website. Your use of the Website is also subject to any applicable Terms of Use or Terms of Service posted on the Website.

SherpaCPAs is based in Nashville, Tennessee, United States, and the Website is intended for use by individuals and businesses located in the United States. By using the Website, you acknowledge that your information may be processed in the United States, where privacy laws may differ from those in your jurisdiction.

Information we collect

We may collect the following categories of information that you voluntarily provide when you use the Website, for example when you fill out a contact form, request a consultation, subscribe to updates, or otherwise communicate with us.

Identifying information: Name, company name, job title or role.
Contact information: Email address, phone number, mailing or billing address.
Business information: Basic details about your business (such as entity type, size, industry, accounting or tax needs) that you choose to share in free‑text fields.
Communication content: The content of messages or inquiries you send through forms or email links on the Website.
Usage and technical data: IP address, browser type, device information, pages viewed, time spent on pages, referral URLs, and other usage data collected through cookies and similar technologies.

You are not required to provide personal information to simply browse most portions of the Website, but certain features (for example, contact or scheduling forms) may not be available without providing limited contact and identifying information.

How we use your information

We use the information collected through the Website for the following purposes.

To respond to inquiries: To respond to your questions, requests for information, and messages, including scheduling consultations and providing information about our services.
To provide and improve services: To operate, maintain, customize, and improve the Website and our offerings, including understanding how visitors use the Website.
To communicate with you: To send administrative information, such as confirmations, updates about requested services, or changes to this Privacy Policy.
Marketing and newsletters: If you opt in, to send newsletters, updates, and marketing communications about SherpaCPAs services that may be of interest to you, with the ability to opt out at any time.
Analytics and performance: To monitor and analyze usage, trends, and activities on the Website to help us understand and improve performance.
Security and fraud prevention: To protect the security and integrity of the Website, our systems, and users, including detecting, preventing, and addressing fraud or other harmful activity.
Legal and compliance: To comply with applicable laws, regulations, legal processes, and governmental requests, and to enforce our legal rights or agreements.

We do not use information submitted through the Website to provide legal, tax, or accounting advice without a separate written engagement agreement; Website communications alone do not create a client–CPA relationship.

Cookies and similar technologies

The Website may use cookies and similar technologies (such as pixels or tags) to collect certain technical and usage data. Cookies are small files placed on your device that help us recognize your browser, remember your preferences, and understand how you interact with the Website.

You can typically configure your browser to refuse some or all cookies or to alert you when cookies are being sent; however, disabling cookies may affect the functionality of some parts of the Website. Where required by law, you may see a cookie banner or preference tool that allows you to manage certain cookie settings.

Analytics

We may use third‑party analytics tools, such as Google Analytics, to help us understand how visitors use the Website and to improve our content and user experience. These tools may collect information such as your IP address, browser type, device identifiers, pages visited, and time spent on pages.

You can learn more about how Google Analytics collects and processes data and how to opt out by visiting the Google Analytics opt‑out page at https://tools.google.com/dlpage/gaoptout/. You may also manage cookies and similar tracking technologies using your browser settings or any cookie banner provided on the Website.

How we share your information

We do not sell your personal information. We also do not share your personal information with third parties for their own standalone marketing purposes.

We may share information collected through the Website in the following limited circumstances.

Service providers: With third‑party vendors and service providers who perform services on our behalf, such as website hosting, email delivery, analytics, form or scheduling tools, and customer relationship management systems. These providers are permitted to use your information only as necessary to provide services to us.
Professional obligations: Where necessary to protect our rights, privacy, safety, or property, and that of our users or others, and to enforce our agreements and policies.
Legal and regulatory: To comply with applicable law, regulation, legal process, or governmental request, including in response to valid subpoenas, court orders, or regulatory inquiries.
Business transfers: In connection with or during negotiations of a business transaction, such as a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction, subject to obligations consistent with this Privacy Policy.

Any sharing of client information in the context of an engagement is also subject to applicable professional standards and confidentiality obligations, which are separate from this Website‑specific Privacy Policy.

Third‑party websites and links

The Website may contain links to third‑party websites, services, or content that are not operated or controlled by SherpaCPAs. This Privacy Policy does not apply to those third‑party sites, and SherpaCPAs is not responsible for their content, privacy practices, or security.

You should review the privacy policies of any third‑party websites you visit before providing them with any personal information.

Children’s privacy

The Website is not directed to, and we do not knowingly collect personal information from, children under 18 years of age. By using the Website, you represent that you are at least 18 years old or are using the Website under the supervision of a parent or legal guardian.

If we learn that we have collected personal information from a child under 18 through the Website, we will take reasonable steps to delete that information as required by law. If you believe a child under 18 has provided personal information to us through the Website, please contact us using the information in the “Contact us” section below.

Do Not Track

Some browsers include a “Do Not Track” (“DNT”) setting that allows you to signal your preference regarding tracking by websites and online services. There is currently no uniform standard for recognizing or responding to DNT signals, and the Website does not respond to DNT browser signals at this time.

You can manage certain tracking technologies through your browser settings or any cookie banner made available on the Website.

Your privacy choices

Depending on how you use the Website and where you are located, you may have some or all of the following choices regarding your information collected through the Website.

Opting out of marketing emails: You may opt out of receiving promotional emails from us by following the “unsubscribe” instructions in those emails or by contacting us directly. Even if you opt out of marketing messages, we may continue to send you administrative or transactional communications related to your interactions with us.
Updating your information: You may request that we update or correct the information you have provided by contacting us using the information in the “Contact us” section below.
Limiting cookies: You can manage cookies and similar technologies through your browser settings and any cookie banner provided on the Website.

If you are a resident of a U.S. state or other jurisdiction that grants additional privacy rights (such as access, deletion, or portability rights), you may contact us using the information below to exercise those rights where applicable law provides them.

Data security and retention

We use reasonable technical and organizational measures designed to protect the information collected through the Website from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

We retain information collected through the Website for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law (for example, for tax, accounting, or compliance purposes). When information is no longer needed, we will delete or de‑identify it in a manner consistent with applicable law and our data retention practices.

State‑specific notices (United States)

If you are a resident of certain U.S. states, such as California, Colorado, Connecticut, Utah, or Virginia, you may have additional rights with respect to your personal information under applicable state privacy laws. These rights may include, for example, the right to request access to, correction of, or deletion of certain personal information, as well as the right to opt out of certain processing.

SherpaCPAs does not sell personal information collected through the Website and does not share personal information with third parties for targeted advertising in a way that constitutes a “sale” or “sharing” under these laws. To the extent any such laws apply to our Website practices and grant you additional rights, you may contact us using the information below to submit a request, and we will respond in accordance with applicable law.

Changes to this Privacy Policy

We may update or revise this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we make changes, we will update the “Last updated” date at the top of this Privacy Policy and make the revised version available on the Website.

Your continued use of the Website after any changes to this Privacy Policy become effective signifies your acceptance of the updated Privacy Policy. If you do not agree to the changes, you should stop using the Website.

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, or if you wish to exercise any rights available to you under applicable law, you may contact SherpaCPAs at:

info@sherpacpas.com
600 Broadway STE 3110, Nashville, TN, 37203 USA

Please include sufficient information to allow us to understand and respond to your request, and be aware that we may need to verify your identity before fulfilling certain types of requests as required by law.

Last updated 1/20/2026