Privacy Policy

This privacy policy explains how David Valvik, CPA, PLLC ("we," "us," or "our") collects, uses, and discloses information when you visit our website at davidvalvikcpa.com (the "Site") and when you contact our firm.

Information We Collect

Information You Provide Directly

When you contact us through our website contact form or directly via email or telephone, we collect the information you voluntarily provide, including your name, email address, phone number, and message content. All communications regarding prospective or current tax and accounting matters are treated under strict CPA professional confidentiality.

Automatically Collected Information

When you visit the Site, standard web logs automatically record information such as your IP address, browser type, operating system, and pages visited. We utilize this purely to maintain website security, prevent malicious bot attacks, and monitor technical site health.

Cookies & Analytics

We may use basic cookies and tracking technologies to ensure optimal navigation and analyze site performance. You can manage or disable cookie settings directly within your browser preferences.

How We Use Your Information

• To respond to your inquiries and schedule consultations for tax preparation, accounting, and advisory services.
• To maintain our secure digital document exchange portals for clients.
• To comply with federal, state, and professional regulatory accounting obligations (including IRS circular 230 guidelines).

Termageddon Policy Embed

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Contacting Our Firm

If you have questions about this privacy statement, you can reach David Valvik, CPA, PLLC at dvalvik@davidvalvikcpa.com or call our Staten Island office at (718) 227-1835.