Privacy policy for Timothy LeGendre CPA LLC. Explains how I collect, protect, and handle your personal and financial information.
As a CPA firm handling personal and financial information — tax documents, Social Security numbers, bank, payment, payroll, and bookkeeping data — I treat privacy as a professional obligation, not a checkbox. The full policy on this page covers: what information I collect and why, including exactly what each authorized financial connection (Plaid, Mercury, Stripe, Square, Gusto, JobTread, QuickBooks Online) accesses; how I use it (providing bookkeeping, tax preparation, and planning services — never selling client data); the secure client portal; data security measures including encrypted document storage and AES-256-GCM encryption of all connection credentials; when information can be shared or disclosed (with your consent, or as required by law); data retention and deletion; cookies and tracking (this site runs no third-party trackers on its marketing pages); your rights over your data, including disconnecting any financial connection at any time; client-accountant privilege under Florida law; the Florida Information Protection Act; and third-party links.
Questions about privacy or your data: tim@timcpa.com or (407) 417-1064. Timothy LeGendre CPA LLC, Mount Dora, FL — Florida CPA license #AC62625, firm license #AD72267.
Last reviewed: 2026-07-02
Timothy LeGendre CPA LLC | Florida CPA License #AC62625 (firm #AD72267) | Mount Dora, FL | (407) 417-1064 | Contact
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