Privacy Policy
Caliber Accounting Group Privacy Policy
Last Updated: July 7, 2026
Thank you for taking the time to review the Caliber Accounting Group ("Caliber," "we," "our," or "us") Privacy Policy.
This Privacy Policy explains how we collect, use, process, store, and disclose personal information when providing our accounting, tax preparation, tax planning, consulting, audit and attestation, and related professional services (collectively, the "Services"), including through our website at www.calibercpas.com (the "Website").
By accessing or using our Website or Services, you consent to the collection, use, processing, storage, and disclosure of your personal information as described in this Privacy Policy.
Table of Contents
Personal Information We Collect
How We Use Personal Information
SMS Communications
How We Disclose Personal Information
Your Privacy Choices
Security
Data Retention
Children's Privacy
Third-Party Websites
Changes to This Privacy Policy
Contact Us
1. Personal Information We Collect
When you use our Services, we may collect personal information necessary to provide professional accounting and tax services. Depending on the nature of your engagement, this may include:
Name
Email address
Telephone number
Mailing address
Date of birth
Employment information
Income information
Bank account information
Credit information
Payroll information
Tax return information
Usernames and passwords used to access client portals or related services
Information regarding your spouse, dependents, or other household members when necessary for tax or accounting services
Payment information, including credit or debit card information
With your consent or as otherwise permitted by law, we may also collect sensitive personal information, including:
Social Security numbers
Driver's license or state identification numbers
Passport information
Other government-issued identification
When authorized by you, we may also obtain information from federal, state, or local government agencies on your behalf.
2. How We Use Personal Information
We use the personal information we collect to:
Provide accounting, tax, consulting, audit, and related professional services
Improve our Services
Communicate with you regarding your account or engagement
Process payments securely
Maintain business records
Comply with legal, regulatory, and professional obligations
Protect our legal rights and prevent fraud
Our handling of tax return information is governed by Section 7216 of the Internal Revenue Code, the Gramm-Leach-Bliley Act, and other applicable federal and state laws.
Where required, we will obtain your consent before using or disclosing tax return information in a manner that requires authorization under applicable law.
3. SMS Communications
If you choose to receive SMS (text message) communications from Caliber Accounting Group, we may use your mobile phone number to send:
Appointment reminders
Service updates
Account notifications
Tax preparation reminders
Requests for information related to your engagement
Other communications directly related to the Services you have requested
Message frequency may vary.
Message and data rates may apply.
You may opt out of receiving text messages at any time by replying STOP to any SMS message you receive from us.
For assistance, reply HELP or contact us using the information provided in the Contact Us section of this Privacy Policy.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Mobile opt-in data, SMS consent, and phone numbers collected for SMS communications will not be sold, rented, or shared with any third parties or affiliates for marketing purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
We may use trusted service providers solely for the purpose of delivering SMS messages on our behalf. These providers are contractually obligated to protect your information and may use it only to provide messaging services for Caliber Accounting Group.
4. How We Disclose Personal Information
We may disclose personal information to trusted third-party service providers that perform services necessary for our business operations, including:
Secure cloud-based accounting platforms
Secure document management providers
Payment processors
Email service providers
Technology support providers
Professional advisors
Other vendors necessary to deliver our Services
These providers are contractually required to safeguard your information and may use it only for the services they perform on our behalf.
We may also disclose personal information when necessary to:
Comply with applicable laws or regulations
Respond to subpoenas, court orders, or lawful government requests
Protect our legal rights
Protect the security of our clients, employees, or business operations
Prevent fraud or other unlawful activity
We may disclose aggregated or de-identified information that cannot reasonably identify an individual.
Notwithstanding anything else in this Privacy Policy, mobile opt-in information, SMS consent, and phone numbers collected for SMS communications will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
5. Your Privacy Choices
Subject to applicable law, you may request to:
Access the personal information we maintain about you
Correct inaccurate personal information
Request deletion of personal information where permitted by law
Limit certain uses of your personal information
Please note that accounting firms are often required by federal law, state law, or professional standards to retain certain records even if deletion is requested.
Caliber Accounting Group does not sell your personal information.
To exercise your privacy rights, contact your engagement partner or email:
6. Security
We maintain administrative, technical, and physical safeguards designed to protect the confidentiality and security of your personal information.
These safeguards include secure systems, controlled access, encryption where appropriate, and industry-standard security practices.
Although we take reasonable precautions to protect your information, no method of electronic transmission or Internet storage can be guaranteed to be completely secure.
7. Data Retention
We retain personal information only as long as necessary to:
Provide requested Services
Comply with legal and regulatory requirements
Meet professional record retention obligations
Resolve disputes
Enforce our agreements
Unless a longer retention period is required by law, engagement records are generally retained for seven (7) years, after which they are securely destroyed.
8. Children's Privacy
Our Services are not directed to children under 13 years of age.
We do not knowingly collect personal information directly from children under 13. If we become aware that we have inadvertently collected such information, we will take reasonable steps to delete it.
9. Third-Party Websites
Our Website may contain links to third-party websites or services.
We are not responsible for the privacy practices or content of those third-party websites. We encourage you to review their privacy policies before providing personal information.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
When material changes are made, we will post the revised Privacy Policy on this page and update the "Last Updated" date above.
Your continued use of our Website or Services following the posting of updates constitutes acceptance of those changes.
11. Contact Us
If you have questions about this Privacy Policy or would like to submit a privacy request, please contact us:
Email: privacy@calibercpas.com
Caliber Accounting & Tax, LLP
575 Price Street, Suite 312
Pismo Beach, CA 93449
Caliber Audit & Attest, LLP
805 Aerovista Place, Suite 103
San Luis Obispo, CA 93401
