Privacy Policy

Effective: October 16, 2025

Naper CPA Group (“we,” “us,” “our”) respects your privacy. This Policy explains what we collect, how we use it, and your choices.

Information We Collect

• Contact details you submit (name, email, phone, message).
• Client documents shared via our secure Client Portal (TaxDome).
• Operational data (appointment details, engagement status).
• Site analytics (cookies or similar, if enabled).

How We Use Information

• To respond to inquiries, provide services, and operate our practice.
• To comply with legal/ethical obligations and recordkeeping requirements.
• To improve our website and client experience.

Sharing

We do not sell personal information. We may share with service providers (e.g., TaxDome for portal, email service, calendar scheduling) under confidentiality agreements, or when required by law.

Data Security

We employ reasonable administrative, technical, and physical safeguards, including use of a secure client portal for document exchange. Email is not suitable for sending sensitive tax documents.

Your Choices

• You may request access, correction, or deletion where applicable.
• You may opt out of marketing emails via unsubscribe links.

Retention

We retain records as required by professional standards and applicable laws.

Children

Our site is not directed to children under 13.

Contact

NaperTax@napercpa.com • (815) 348-2421 • Naperville, IL

Changes

We may update this Policy. We will revise the Effective date above.