Privacy Policy

Effective Date: September 1, 2026
Last Updated: September 1, 2026

Considine & Considine (“Considine & Considine,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, retain, and protect information obtained through our website and related electronic communications.

This Privacy Policy applies to information collected through our website, including information submitted through our online contact form, as well as information collected automatically when you visit or use our website.

By using our website, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

Depending on how you interact with our website, we may collect the following categories of personal information:

Information You Provide Directly

When you submit an inquiry through our website’s contact form, we may collect:

  • First name and last name
  • Telephone number
  • Email address
  • Tax year
  • Whether your inquiry relates to personal or business taxes
  • Business or entity type
  • Information regarding the reason for your inquiry
  • Information regarding who referred you to our firm or whom you were referred to by
  • Other information you voluntarily include in your submission or subsequent communications with us

You should not submit confidential tax returns, Social Security numbers, bank account information, passwords, payment card numbers, or other highly sensitive information through the website contact form unless specifically requested and provided through an appropriate secure method.

Information Collected Automatically

When you visit our website, certain information may be collected automatically through cookies, analytics, security technologies, and similar technologies. This may include information such as:

  • Internet Protocol (IP) address
  • Browser type and version
  • Device type
  • Operating system
  • Pages viewed
  • Date and time of website visits
  • Referring website or source
  • General information about how visitors interact with the website

Our website currently uses Google Analytics and related Google technologies to help us understand website traffic, monitor website performance, and improve the website.

Our website also uses Google reCAPTCHA to help protect our contact form from spam, abuse, and automated submissions. Your use of the contact form may result in information being exchanged with Google in connection with the reCAPTCHA service.

Our website currently loads certain fonts from Google servers. As a result, information such as your IP address may be transmitted to Google when those resources are requested.

2. How We Use Personal Information

We may use personal information collected through our website for legitimate business purposes, including:

  • Responding to inquiries and requests
  • Communicating with prospective and current clients
  • Evaluating whether our firm may be able to provide requested services
  • Scheduling consultations or other communications
  • Providing information requested by website visitors
  • Operating, maintaining, securing, and improving our website
  • Detecting, preventing, and responding to spam, fraud, abuse, security incidents, or other unlawful activity
  • Maintaining business records
  • Complying with legal and regulatory requirements
  • Protecting the rights, property, and security of our firm, our clients, our website users, and others

We will not use personal information for purposes that are materially inconsistent with the purposes described in this Privacy Policy unless permitted or required by applicable law or otherwise authorized by you.

3. Information Submitted Through the Contact Form

Information submitted through our website contact form is transmitted to and stored on our website systems and our email servers for the purpose of reviewing and responding to your inquiry.

Access to contact-form information is limited to individuals and service providers who reasonably require access to perform their responsibilities.

Currently, access to information submitted through the website contact form may include:

  • Considine & Considine’s Director of Operations
  • Our website company, for website administration, maintenance, and technical support
  • Our information technology company, for systems administration, security, maintenance, and technical support

We limit access to personal information to those individuals and service providers who have a legitimate business need for such access.

4. Retention and Destruction of Website Contact Information

We follow a limited retention period for information submitted through our website contact form.

Unless a longer retention period is required or permitted by applicable law, website contact-form information and related communications containing information collected through the website will be retained on our website systems and email servers for approximately three (3) months from the date of submission or receipt.

At the end of that three-month period, such information will be deleted or destroyed from our website and email systems in accordance with our applicable deletion and data-management procedures.

This three-month website/email retention period does not necessarily apply to information that has subsequently been incorporated into our firm’s client records, accounting records, tax records, engagement files, legal records, or other records that we are required or permitted to maintain for longer periods under applicable law, professional obligations, contractual requirements, insurance requirements, dispute-resolution requirements, or legitimate business purposes.

Information may also remain temporarily in system backups or disaster-recovery systems after deletion from active systems until such backups are routinely overwritten or securely deleted.

5. Service Providers and Third Parties

We may use third-party service providers to operate, maintain, secure, and support our website and business systems.

Based on the technologies currently identified on our website, these may include:

Google

Our website uses certain Google services, including Google Analytics, Google reCAPTCHA, and Google-hosted fonts.

Google may receive information from your browser or device when these services operate on our website. Google’s handling of information is governed by Google’s own privacy policies and terms.

CPACharge

Our website contains a “Make a Payment” link that directs users to CPACharge, a third-party payment processor operating on its own secure domain.

Payment information submitted through the CPACharge payment system is handled by CPACharge and is subject to CPACharge’s applicable privacy policies and terms. We do not intend for payment card information submitted through the CPACharge payment portal to be collected or stored through our website contact form.

Website Company and Information Technology Provider

Our website company and information technology provider may have access to website systems or information submitted through the website when necessary to provide website administration, hosting, maintenance, security, troubleshooting, backup, or other technical services.

These providers are expected to use personal information only as necessary to provide services to us and for legitimate business purposes.

6. Information We Do Not Sell

We do not sell your personal information for monetary consideration.

We also do not knowingly use or disclose personal information for cross-context behavioral advertising purposes.

We may, however, disclose personal information to service providers and contractors that assist us in operating our website and business, as described above, and as otherwise permitted or required by applicable law.

7. California Privacy Rights

California residents may have additional rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA”), depending on whether and how the law applies to our business and to the particular information or activity involved.

Subject to applicable legal limitations and exceptions, California residents may have the right to:

Right to Know

You may request information about the categories of personal information we have collected about you, the categories of sources from which the information was collected, the purposes for collecting or using the information, and the categories of third parties to whom the information is disclosed.

You may also have the right to request specific pieces of personal information, subject to applicable verification requirements and legal exceptions.

Right to Delete

You may request deletion of personal information we have collected or maintained about you, subject to exceptions permitted or required by law.

Right to Correct

You may request correction of inaccurate personal information that we maintain about you, subject to applicable legal limitations.

Right to Opt Out of Sale or Sharing

To the extent applicable, California residents may have the right to opt out of the sale or sharing of personal information as those terms are defined under California law.

Right to Limit Certain Uses of Sensitive Personal Information

To the extent applicable, California residents may have the right to limit certain uses or disclosures of sensitive personal information.

Right to Non-Discrimination

We will not unlawfully discriminate against you for exercising privacy rights provided by applicable law.

The availability and scope of these rights depend on applicable California law and may be subject to verification requirements and statutory exceptions.

8. How to Submit a Privacy Request

To submit a request concerning your personal information, please contact:

Considine & Considine
Attn: Director of Operations
Email: info@cccpa.com
Telephone: (619) 231-1977
Mailing Address: 8989 Rio San Diego Drive, Suite 250, San Diego, CA 92108

Please include enough information for us to reasonably identify you and understand your request.

For security purposes, we may need to verify your identity before completing certain privacy requests. We will not provide personal information in response to a request unless we can reasonably verify that the requester is the consumer to whom the information relates or an authorized representative, where required by applicable law.

We will respond to verified requests within the time period required by applicable law.

9. Sources of Personal Information

We may collect personal information from the following categories of sources:

  • Directly from you when you submit information through our website or communicate with us
  • Automatically from your browser, device, or interaction with our website
  • From service providers that support our website, security, analytics, hosting, or related services
  • From persons who voluntarily provide information about another individual, such as a person providing a referral

If you provide us with personal information about another person, you represent that you are authorized to provide that information and that providing it does not violate any applicable law or the other person’s rights.

10. Security

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

However, no website, electronic transmission, computer system, or method of storage can be guaranteed to be completely secure. Accordingly, we cannot guarantee absolute security of information transmitted to or stored by us.

11. Children’s Privacy

Our website is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13 through the website.

If we become aware that we have inadvertently collected personal information from a child under 13, we will take reasonable steps to delete such information.

12. Cookies and Similar Technologies

Our website and third-party services may use cookies, pixels, scripts, tags, analytics technologies, or similar technologies to provide website functionality, security, analytics, and performance monitoring.

These technologies may allow us or our service providers to recognize your browser, collect information about website usage, and understand how visitors interact with our website.

You may be able to control certain cookies and similar technologies through your browser settings. Disabling certain technologies may affect the functionality of portions of the website.

Where required by applicable law, we will provide applicable notices and choices relating to cookies, analytics, and similar technologies.

13. Links to Other Websites

Our website may contain links to third-party websites, including payment services or other websites that are not operated by Considine & Considine.

We are not responsible for the privacy practices, security, content, or policies of third-party websites. We encourage you to review the privacy policies of those websites before providing personal information.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, website technologies, applicable laws, or privacy requirements.

When we make changes, we will update the “Last Updated” date at the top of this Privacy Policy. Material changes may also be communicated through our website or other appropriate means when required by applicable law.

15. Contact Us

If you have questions, concerns, or requests concerning this Privacy Policy or our privacy practices, please contact:

Considine & Considine
Attn: Director of Operations
Email: info@cccpa.com
Telephone: (619) 231-1977
Mailing Address: 8989 Rio San Diego Drive, Suite 250, San Diego, CA 92108

California Privacy Notice

California law requires certain businesses to provide specific disclosures concerning the categories of personal information collected, the purposes for which information is used, the sources of information, and consumer privacy rights. The disclosures in this Privacy Policy are intended to provide those notices to the extent applicable to Considine & Considine.

This Privacy Policy should be read together with any separate notice presented at or before the collection of personal information through the website.

Last Updated: September 1, 2026