Privacy Policy

1. Who We Are

Our website address is: https://YiuCPA.com. Mary Yiu CPA, PLLC is a professional limited liability company registered in the State of Texas, providing tax advisory, compliance, and accounting services.

2. Our Commitment to Confidentiality

As a Certified Public Accounting (CPA) firm, we are bound by professional standards of confidentiality that are more stringent than those required by law. We protect your nonpublic personal information (NPI) in accordance with the AICPA Code of Professional Conduct and Internal Revenue Code Section 7216.

3. Information We Collect

In the course of providing tax and accounting services, we collect nonpublic personal information about you from the following sources:

  • Information we receive from you on tax organizers, applications, or other forms (such as name, address, SSN, and financial assets).

  • Information about your transactions with us, our affiliates, or others.

  • Information we receive from a consumer reporting agency.

  • Information provided through our secure client portal.

4. Disclosure of Information

We do not sell, rent, or lease your personal information to third parties. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law. This may include disclosure to unrelated third parties who need to know that information to assist us in providing services to you (e.g., tax software providers or government agencies).

5. Security of Your Data

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. This includes compliance with the Gramm-Leach-Bliley Act (GLBA).

  • Secure Portals: We utilize encrypted portals for the exchange of sensitive tax documents.

  • Access Control: Access to your personal information is restricted to employees or agents who need that information to provide services to you.

6. Cookies and Tracking

We use cookies to improve your experience on our website and to analyze traffic. If you use our contact forms, we may collect your name and email address to respond to your inquiry. We do not use tracking cookies for third-party advertising.

7. Your Rights Over Your Data

If you have provided information through this website, you may request to receive an exported file of the personal data we hold about you. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes (such as tax record retention requirements).

8. Contact Information

For questions regarding this Privacy Policy, please contact us at: 

Mary Yiu CPA, PLLC.
4800 Sugar Grove Blvd, Ste 315
Stafford, TX 77477
info@YiuCPA.com