Last Updated: October 12, 2026
Beri CPA LLC (“Beri CPA,” “we,” “our,” or “us”) respects the privacy of individuals who visit our website at https://bericpa.com. We are committed to handling personal information responsibly and maintaining appropriate safeguards for information entrusted to us.
This Website Privacy Policy explains the types of information we may collect through our website, how that information is used, and the choices available to visitors.
This policy applies to information collected through our public website. Information provided in connection with professional tax preparation, accounting, or consulting services may be subject to additional confidentiality requirements, client agreements, and applicable federal or state laws.
Information We Collect
Information You Voluntarily Provide
When you contact Beri CPA through our website, we may collect information you choose to provide, including:
- Your name
- Email address
- Telephone number
- Business name, if applicable
- Information included in your message or inquiry
We use this information primarily to respond to inquiries, provide requested information, communicate about our services, and follow up on prospective client requests.
Our general website contact forms are not intended for submitting Social Security numbers, tax returns, bank account information, medical records, or other sensitive personal or financial documents. Please do not submit confidential financial information through these forms. Clients should use the designated Client Axcess portal or another communication method specifically approved by Beri CPA when submitting sensitive information.
Information Collected Automatically
When you visit our website, certain technical information may be collected automatically through website operations, analytics tools, and server logs. This may include:
- Internet Protocol (IP) address
- Browser type and operating system
- Device information
- Pages visited and time spent on the website
- Referring websites or search engines
- Date and time of visits
- General geographic information derived from technical data
This information helps us understand website performance, identify technical issues, maintain security, and improve the visitor experience.
How We Use Information
Beri CPA may use information collected through our website to:
- Respond to questions and service inquiries
- Communicate with prospective and existing clients
- Provide information about our accounting, tax, and consulting services
- Improve website content, navigation, and functionality
- Evaluate website traffic and search performance
- Maintain website security and prevent misuse
- Comply with applicable legal and regulatory obligations
We do not use confidential tax return information for unrelated marketing purposes except as permitted by applicable law and with any required authorization or consent.
Cookies and Website Analytics
Our website may use cookies and similar technologies to support website functionality and help us understand how visitors interact with our content.
Cookies are small data files stored on a visitor’s device. They may help websites recognize returning browsers, maintain preferences, and measure website usage.
Google Analytics
Beri CPA uses Google Analytics to evaluate website traffic and visitor interactions. Google Analytics may collect information such as pages visited, session activity, device characteristics, approximate geographic location, and how visitors arrive at our website.
Google may use cookies and similar technologies to collect and process this information according to its applicable policies.
For additional information about Google’s data practices, visit How Google Uses Information from Sites or Apps That Use Our Services.
Visitors can also learn about Google’s available analytics opt-out options through the Google Analytics Opt-out Browser Add-on.
Google Search Console
We use Google Search Console to monitor the visibility and technical performance of our website in Google Search.
Search Console provides information such as search queries, impressions, clicks, indexing status, and website performance. This information is primarily used to evaluate how our website appears in search results and to identify opportunities for improvement.
Managing Cookies
Most web browsers allow visitors to manage or disable cookies through browser settings. Disabling certain cookies may affect the functionality of some websites.
Where applicable law requires consent for certain cookies or tracking technologies, we will seek that consent as required.
How Information Is Shared
Beri CPA does not sell personal information collected through our website.
We may share limited information with trusted third-party service providers when reasonably necessary to operate, maintain, secure, or improve our website and communicate with visitors.
These providers may include website hosting companies, email service providers, website security services, and analytics providers.
We may also disclose information when required by law, legal process, or a valid governmental request, or when reasonably necessary to protect the rights, safety, or security of our business, clients, website, or others.
Information provided in connection with tax preparation and other professional services is handled in accordance with applicable confidentiality laws and professional obligations.
Third-Party Payment Processing and Client Portal
Beri CPA provides links to third-party services that allow clients to make payments and access client-related documents and information.
CPACharge Payment Processing
Online payments are processed through CPACharge, a third-party payment processing platform. Clients who select the online payment option are directed to CPACharge’s website to complete their transactions.
Payment information submitted through CPACharge is handled through that provider’s systems and is subject to its applicable privacy and security practices. Beri CPA may receive transaction details and payment confirmation information necessary for accounting, billing, and recordkeeping purposes.
Clients can access the payment service at Beri CPA Online Payments.
Client Axcess Portal
Beri CPA provides access to Client Axcess, a third-party client portal used for accessing and exchanging client documents and information.
Clients may use this portal to access or submit documents related to tax preparation, accounting, and other professional services. Information submitted through the portal is processed or stored using the provider’s systems and is subject to applicable privacy and security practices.
Clients can access the portal at Client Axcess Login.
These third-party services operate on websites outside bericpa.com. We encourage clients to review the applicable privacy policies and terms of service when using these platforms.
Information Security
Beri CPA recognizes the importance of protecting personal and confidential information.
We use administrative, technical, and organizational safeguards intended to reduce the risk of unauthorized access, disclosure, alteration, or loss of information.
However, no website, electronic transmission, or data storage system can be guaranteed to be completely secure. Visitors should avoid submitting sensitive financial or identifying information through general website contact forms.
Data Retention
Information collected through our website may be retained for as long as reasonably necessary to respond to inquiries, maintain business records, operate and secure the website, comply with legal obligations, or fulfill other legitimate business purposes.
Retention periods may vary depending on the type of information collected, the purpose for which it was provided, and applicable legal requirements.
Information associated with professional accounting or tax services may be subject to separate recordkeeping and retention requirements.
Your Privacy Choices
Visitors may contact Beri CPA to ask questions about personal information they have submitted through our website or to request that inaccurate information be corrected or that information be deleted, where appropriate.
Certain information may need to be retained to satisfy legal, regulatory, security, or legitimate business recordkeeping obligations.
Depending on applicable law, individuals may have additional rights concerning access to, correction of, or deletion of their personal information.
Visitors may also manage cookies through their browser settings and use the available Google Analytics opt-out tools described above.
Children’s Privacy
Our website is intended for individuals seeking professional tax, accounting, and consulting services. It is not directed toward children under the age of 13.
We do not knowingly solicit or collect personal information from children under 13 through our website. If we learn that such information has been collected, we will take appropriate steps to address it.
Links to External Websites
Our website may contain links to third-party websites that are not operated or controlled by Beri CPA.
We are not responsible for the privacy practices, security, or content of these external websites. Visitors are encouraged to review the privacy policies of any third-party websites they visit.
This Website Privacy Policy applies to information collected through https://bericpa.com. Information collected directly by third-party websites is subject to their respective privacy policies.
Changes to This Privacy Policy
Beri CPA may update this Website Privacy Policy periodically to reflect changes in our website operations, business practices, technologies, or applicable legal requirements.
Any updates will be posted on this page with a revised “Last Updated” date. We encourage visitors to review this policy periodically.
Contact Beri CPA
If you have questions regarding this Website Privacy Policy or how information submitted through our website is handled, please contact:
Beri CPA LLC
Website: https://bericpa.com
Contact Page: Contact Beri CPA