Privacy Policy

Effective Date: March 9th 2026
Last Updated: March 9th 2026

Gulla CPAs & Advisors LLP and its affiliated entities operating under the Gulla CPA name (“Gulla CPA,” “we,” “our,” or “us”) respect your privacy and are committed to protecting personal information collected through our website, communications, and services.

This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, submit a contact or consultation request, communicate with us, sign up for updates, or engage us for tax, accounting, advisory, consulting, or related services.

This Privacy Policy applies to information collected through our website and related digital interactions. Additional agreements, engagement letters, portal terms, and service-specific disclosures may also apply to client relationships and service delivery.

1. Information We Collect

We may collect the following categories of personal information, depending on how you interact with us:

A. Identifiers and Contact Information

• First name and last name
• Email address
• Phone number
• Mailing address
• Business name
• IP address
• Online identifiers

B. Professional or Business Information

• Company name
• Job title
• Industry
• Services requested
• Estimated annual revenue
• Accounting software used
• Other business details you provide through inquiries, forms, or consultations

C. Communications and Inquiry Information

• Information you submit through contact forms, consultation requests, emails, phone calls, SMS opt-ins, or other communications with us
• Notes regarding your inquiry, service needs, appointment requests, or follow-up communications

D. Internet or Network Activity

• Browser type
• Device type
• Operating system
• Pages viewed
• Referring pages
• Time spent on pages
• Click behavior
• Ad interaction data
• General website usage and diagnostic information

E. Client-Submitted Financial or Tax Information

If you engage us for services, we may collect information needed to evaluate, deliver, or support those services, such as tax-related documents, financial records, entity and ownership information, accounting or bookkeeping information, and other records you submit through secure channels or portals.

F. Audio, Electronic, or Similar Communications

• Emails
• SMS messages
• Form submissions
• Call notes
• Other communications you exchange with us

G. Sensitive Personal Information

Depending on the nature of the engagement, we may receive information that may be considered sensitive under certain privacy laws, such as financial account-related data, tax identifiers, or other sensitive records you submit for service delivery. We use such information only as reasonably necessary to provide requested services, maintain security, comply with law, and manage our business operations.

2. Sources of Information

We collect personal information from the following sources:

• Directly from you, such as when you submit a form, request a consultation, call us, email us, opt in to SMS, or become a client
• Automatically from your browser or device, including through cookies, pixels, analytics tools, and similar technologies
• From service providers and platforms we use to operate the website, manage communications, analyze traffic, support advertising, and administer forms
• From documents or information you provide through secure portals or during onboarding and service delivery
• From referrals or business contacts, where permitted by law

3. How We Use Information

We may use personal information for the following purposes:

• To respond to inquiries and consultation requests
• To identify the services you are asking about
• To evaluate business fit and route inquiries to the appropriate team
• To communicate with you by email, phone, or SMS, where applicable
• To provide tax, accounting, advisory, consulting, and related services
• To manage client relationships and accounts
• To process, review, and respond to form submissions
• To provide updates or notifications you have requested
• To monitor, analyze, and improve website performance and user experience
• To measure the effectiveness of advertising and marketing campaigns
• To create remarketing or audience segments for advertising, where permitted
• To maintain website functionality, security, and fraud prevention
• To comply with legal, regulatory, professional, and contractual obligations
• To establish, exercise, or defend legal claims
• To support internal business operations, recordkeeping, and service administration

4. Cookies, Tracking Technologies, and Analytics

We use cookies, pixels, tags, analytics tools, and similar technologies to operate our website and understand how visitors interact with it.

These technologies may be used for the following categories of purposes:

A. Essential / Functional

These technologies help the website function properly, maintain security, remember preferences, and support core site operations.

B. Analytics

We may use analytics tools, including Google Analytics and Site Kit-connected services, to understand website traffic, visitor behavior, and page performance.

C. Advertising / Marketing

We may use advertising and conversion tracking technologies, including tools provided by Google, Meta, and HubSpot, to:

• Measure campaign effectiveness
• Understand how users interact with our ads and website
• Support remarketing or audience-building activities
• Improve our marketing efforts

D. Embedded Content

Pages on our site may include embedded third-party content, such as YouTube videos. When you interact with embedded content, the third party may collect information according to its own privacy practices.

You can manage certain cookies through your browser settings and, where available, our consent and privacy tools on the website. Disabling some technologies may affect site functionality.

5. Third-Party Tools and Service Providers

We use third-party vendors, platforms, and service providers to support website operations, analytics, advertising, communications, form handling, payment processing, and secure client access. These may include providers in categories such as:

• Website hosting, content delivery, and security
• Analytics providers
• Advertising and marketing platforms
• CRM and marketing automation platforms
• Form processing providers
• SMS communication providers
• Embedded media providers
• Payment service providers
• Client portal and document-sharing providers
• IT, software, and operational support vendors

Examples may include Google, Meta, HubSpot, WPForms, YouTube, CPACharge, and Wolters Kluwer platforms. Their collection and processing of information may be governed by their own privacy notices and terms, as applicable.

6. Information You Should Not Submit Through General Website Forms

Please do not submit Social Security numbers, taxpayer identification numbers, bank account numbers, copies of tax returns, or other highly sensitive financial or tax documents through general website contact or consultation forms unless we specifically instruct you to do so through an approved secure method. Where appropriate, we may direct you to secure third-party payment pages or client portals for document exchange, file transfer, or account-related activities.

7. Payments and Third-Party Portals

Payment Portal

Online payments may be processed through CPACharge, a third-party payment provider. When you use that payment page, your information is collected and processed by that provider according to its own terms, privacy, and security practices.

Client Portals

We may also direct clients or prospective clients to third-party platforms operated by Wolters Kluwer, including client portal and document-sharing systems, for secure access, communication, or file exchange. Information submitted through those systems is subject to the applicable provider’s terms, privacy, and security practices, in addition to our own professional and contractual obligations.

8. SMS Communications

If you provide your mobile number and opt in, we may send you SMS messages related to appointments, requested updates, account-related notifications, or other communications you have requested.

• SMS consent is not shared with third parties or affiliates for their own marketing purposes.
• Message frequency may vary.
• Message and data rates may apply.
• You may opt out at any time by replying STOP.
• For help, reply HELP or contact us using the information below.

9. How We Disclose Information

We do not sell personal information for monetary consideration.

We may disclose personal information to the following categories of recipients when reasonably necessary for the purposes described in this Privacy Policy:

• Service providers and contractors that support our business operations
• Professional advisers, including legal, accounting, and compliance advisers
• Payment processors and portal providers
• Technology, analytics, and marketing vendors
• Government agencies, regulators, courts, or law enforcement where required by law
• Parties involved in an actual or proposed merger, acquisition, restructuring, financing, sale of assets, or similar business transaction
• Other parties at your direction or with your authorization

We may also use third-party advertising and analytics technologies that may be considered “sharing” or targeted advertising under certain privacy laws. Where required by law, we provide applicable opt-out rights.

10. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to:

• Provide requested services
• Maintain client and business records
• Comply with legal, tax, accounting, regulatory, and professional obligations
• Resolve disputes
• Enforce agreements
• Protect our business and users

Retention periods vary depending on the type of information, the nature of the relationship, legal requirements, and operational needs.

11. Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure. However, no data transmission or storage system can be guaranteed to be completely secure.

12. Your Choices

You may choose not to provide certain personal information, but doing so may limit our ability to respond to your request or provide services.

You may also:

• Manage certain cookies through browser settings
• Use available consent or preference tools on our website
• Opt out of marketing emails using the unsubscribe link
• Opt out of SMS by replying STOP

13. California Privacy Rights

This section applies to California residents to the extent applicable under California law.

California residents may have the right to:

• Know what personal information we collect, use, disclose, sell, or share
• Request deletion of personal information, subject to exceptions
• Request correction of inaccurate personal information
• Opt out of the sale or sharing of personal information
• Limit the use or disclosure of sensitive personal information, where applicable
• Not receive discriminatory treatment for exercising applicable privacy rights

We do not knowingly sell personal information for monetary consideration. However, certain analytics, advertising, or similar technologies on our website may be considered “sharing” or targeted advertising under California law.

California residents may submit privacy rights requests by contacting us at:

Email: info@gullacpa.com
Phone: (248) 404-6882

We may take reasonable steps to verify a request before responding, as permitted by law.

If our website recognizes a valid browser-based opt-out preference signal, such as Global Privacy Control, we will process it as required by applicable law for relevant sale/sharing opt-out requests.

14. Do Not Track

Some browsers offer a “Do Not Track” setting. Because there is no universally accepted standard for browser-based Do Not Track signals, our website may not respond to those settings in all cases. Where required by applicable law, we honor recognized opt-out preference signals as described above.

15. Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through the website.

16. Third-Party Websites

Our website may contain links to third-party websites, platforms, or services. We are not responsible for the privacy, security, or content practices of those third parties. We encourage you to review their privacy policies before providing information.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date or last updated date at the top of this page.

18. Contact Us

Gulla CPAs & Advisors LLP
100 W. Big Beaver Rd, STE 600
Troy, MI 48084
Email: info@gullacpa.com
Phone: (248) 404-6882