Privacy Policy

Effective Date: March 10, 2026
Last Updated: March 10, 2026

Rosen & Co. respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and retain information when you visit our website, contact us, submit a form, request services, or otherwise interact with us online.

Scope of This Policy

This Privacy Policy applies to information collected through this website and through any online forms, email communications, consultation requests, or other digital interactions that link to or reference this Privacy Policy.

This Privacy Policy does not apply to third-party websites, tools, or services that may be linked from our website. Those third parties operate under their own privacy practices.

Information We Collect

We may collect the following types of information, depending on how you interact with our website and services.

Information You Provide Directly

• Name
• Email address
• Phone number
• Mailing address or business address
• Company name
• Information included in contact forms, consultation requests, or emails
• Any documents or files you voluntarily send to us

Information Collected Automatically

• IP address
• Browser type
• Device type
• Operating system
• Referring website
• Pages visited
• Time and date of visits
• General website usage information
• Cookies and similar technologies, if used

Business or Professional Information

If you contact us about services, we may collect information related to your business, accounting needs, tax matters, advisory needs, or service preferences.

Sensitive Information

Please do not submit Social Security numbers, taxpayer identification numbers, financial account numbers, health information, or other highly sensitive information through general contact forms unless we specifically request it through a secure method.

How We Collect Information

We may collect personal information:

• Directly from you
• Automatically through your browser or device
• From service providers that support our website or business operations
• From publicly available sources
• From referrals or business contacts, where permitted by law

How We Use Information

We may use personal information to:

• Respond to inquiries and requests
• Communicate with you about our services
• Schedule consultations
• Provide CPA, tax, advisory, and related support
• Operate, maintain, and improve the website
• Monitor website performance and analytics
• Detect, prevent, and respond to fraud, security incidents, or misuse
• Comply with legal, tax, accounting, and regulatory obligations
• Protect our rights, business, website, users, and service providers

We may also use information for internal administration, quality control, recordkeeping, and other lawful business purposes.

Cookies and Similar Technologies

We may use cookies and similar technologies to understand website traffic, improve website performance, remember preferences, and help us understand how visitors use the website.

You can control cookies through your browser settings. Disabling cookies may affect some website functionality.

Do Not Track

Some browsers offer a Do Not Track setting. Because there is no consistent industry standard for responding to those signals, this website may not respond to them in a uniform way.

California Privacy Notice

If California privacy law applies to our business, California residents may have certain rights regarding their personal information, subject to applicable exceptions and verification requirements.

Depending on applicable law, California residents may have the right to request:

• Access to certain personal information we maintain about them
• Correction of inaccurate personal information
• Deletion of personal information, subject to legal exceptions
• Information about categories of personal information collected, used, disclosed, or shared
• Equal service and pricing, consistent with applicable law, when exercising privacy rights

We do not sell personal information for money. We do not knowingly share personal information for cross-context behavioral advertising through this website.

To make a privacy-related request, please contact us using the information below.

How We Disclose Information

We may disclose personal information to:

• Website hosting providers
• IT and security vendors
• Analytics providers
• Scheduling, communication, and form processing providers
• Professional advisors, including accountants, lawyers, auditors, and insurers
• Government agencies, regulators, courts, or law enforcement where required
• Parties involved in a merger, acquisition, financing, or sale of assets
• Other service providers that help us operate our business lawfully

We do not disclose personal information except as reasonably necessary for legitimate business purposes, with your direction or consent, or as required or permitted by law.

Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide services, maintain records, comply with legal obligations, resolve disputes, and enforce agreements.

Retention periods may vary depending on the nature of the information and our legal, tax, regulatory, and operational requirements.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no system can guarantee complete security, and no transmission over the internet is entirely secure.

Third-Party Links and Tools

This website may include links to third-party websites, calculators, maps, scheduling tools, videos, or other external services. Those third parties may collect information under their own privacy policies. We encourage you to review those policies before using their services.

Children’s Privacy

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

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the Last Updated date at the top of this page. Any changes become effective when posted unless otherwise stated.

Contact Us

If you have questions about this Privacy Policy or would like to contact us about privacy-related matters, please contact us:

Rosen & Co.
12445 Chandler Blvd, Valley Village, CA 91607
818-691-5014
info@rosencpas.com

You may also contact us through our website at Contact Us.