Privacy Policy

1. Information We Collect

Invisor CPA may collect contact details, tax documents, financial records, business information, and messages you share when requesting tax preparation, planning, bookkeeping, or advisory support.

We use this information to understand your needs, prepare services, communicate with you, and maintain accurate engagement records.

• Contact and identification details
• Tax and financial documents you provide
• Service requests and communication history

2. Use Of Information

Information is used to provide CPA services, answer questions, prepare filings, support compliance, send service updates, and improve the client experience.

3. Confidentiality And Security

We treat tax and financial information as confidential and use reasonable safeguards to protect records shared with our team.

4. Client Responsibilities

Clients are responsible for providing complete, accurate, and timely information needed for tax preparation, planning, bookkeeping, and advisory work.

• Provide accurate tax documents and records
• Review filings and recommendations before approval
• Respond promptly to requests for missing details