Bette Hochberger CPA, CGMA & Associates PLLC

At Bette Hochberger CPA, CGMA & Associates PLLC (“we,” “us,” “our”), we respect your privacy. This Privacy Policy explains how we collect, use, and protect your information when you pay your $349 tax return deposit.

1. Information We Collect

When you submit your payment, we collect:

  • Contact information (name, email, phone, billing address).

  • Payment details (processed securely through Stripe — we do not store full card numbers).

  • Transaction records (amount, date, confirmation).

  • Data necessary for client tracking in our CRM (Zoho).

2. How We Use Your Information

We use this information to:

  • Process your payment and provide receipts.

  • Reserve your spot for tax preparation services.

  • Update or create your record in our CRM system (Zoho) for onboarding and service management.

  • Communicate with you about your services.

  • Maintain legal, financial, and compliance records.

3. Sharing of Information

We do not sell or rent your personal information. We may share necessary information with trusted service providers, including:

  • Stripe, for secure payment processing.

  • Zoho, for CRM and client management.
    These providers are contractually required to safeguard your data.

4. Data Security and Retention

  • Payments are processed via encrypted connections by Stripe.

  • We apply reasonable safeguards to protect your information.

  • We retain records as required by law, regulation, and professional standards.

5. Your Rights

  • You may request access to or correction of your information.

  • Certain jurisdictions (e.g., California, EU/UK) may grant additional rights such as deletion, restriction, or data portability, which we will honor to the extent required by law.

6. Contact

If you have any questions about this Privacy Policy, please contact us at:

Bette Hochberger CPA, CGMA & Associates PLLC
3980 N 42 Terrace, Hollywood, FL 33021
help@bettehochberger.com
954-639-4060

7. Updates

We may update this Privacy Policy from time to time. Any changes will apply only on a going-forward basis and will be posted with a new Effective Date.