Elissa Olszewski CPA PA
Effective Date: January 19th, 2026

Elissa Olszewski CPA PA(“we”, “our”, or “us”) operates the website elissaocpa.com and is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, and safeguard information when you interact with our website, contact our office, or participate in our SMS/text messaging program (if applicable).

1. Information We Collect

Information You Provide Directly

We may collect personal information when you:

  • Contact us through our website or by phone

  • Request tax, accounting, or advisory services

  • Upload or share documents with us through our Client Portal (powered by Canopy)

  • Subscribe to newsletters or tax updates

This information may include:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Business information

  • Tax and financial data you voluntarily provide

Automatically Collected Information

When you visit elissaocpa.com, we may collect:

  • IP address

  • Browser type

  • Pages visited

  • Date/time of access

This data helps us maintain and improve our website.

Client Portal Data

Documents uploaded through the Client Portal are encrypted and protected by Canopy’s security infrastructure. Access to these documents is limited to authorized firm personnel.

2. SMS/Text Messaging

If you opt in to receive SMS/MMS messages from us, you agree to:

  • Receive messages related to appointments, tax updates, account notifications, or service alerts

  • Reply STOP at any time to unsubscribe

  • Reply HELP for assistance

Message & data rates may apply. Message frequency varies.

We only send messages after receiving explicit opt‑in consent.

3. How We Use Your Information

We use the information we collect to:

  • Provide tax, accounting, and advisory services

  • Respond to inquiries and support requests

  • Schedule appointments and send reminders

  • Deliver newsletters or tax updates

  • Maintain compliance with legal and regulatory requirements

  • Improve our website and communication processes

We do not use your information for advertising unrelated to our professional services.

4. How We Share Your Information

We do not sell or share your personal information or SMS opt‑in data with third parties for marketing purposes.

We may share information only with:

  • Service providers assisting in our operations (e.g., ShareFile, website hosting providers, licensed software vendors)

  • Legal or regulatory authorities when required by law

  • Third parties involved in authorized tax filings, accounting work, or financial services as directed by you

All service providers must protect your data and may only use it as directed by us.

5. Data Security

We implement physical, administrative, and technical safeguards to protect your information, including:

  • Controlled access to client data

  • Encrypted document transfer via our Client Portal

  • Secure servers and industry‑standard protections

While we take every reasonable precaution, no method of digital transmission is 100% secure.

6. Data Retention

We retain personal and financial information only as long as necessary to:

  • Provide services

  • Maintain records for legal, regulatory, and professional requirements

  • Fulfill tax documentation retention standards

SMS opt‑in records are retained as required by wireless carrier and compliance guidelines.

7. Your Rights

You may request to:

  • Access the personal information we hold

  • Update or correct your information

  • Opt out of SMS messages at any time

  • Ask questions regarding our data practices

Contact information is provided below.

8. Children’s Privacy

Our website and services are not directed toward individuals under the age of 13. We do not knowingly collect personal information from children.

9. Third‑Party Links

Our website may contain links to third‑party resources, including tax tools or document portals.
We are not responsible for the privacy practices of these external websites.

10. Changes to This Policy

We may update this Privacy Policy periodically. Any revisions will be posted on this page with an updated effective date.

11. Contact Us

Elissa Olszewski CPA PA
Durham, North Carolina
Website: https://elissaocpa.com
Email: elissa@aandocpas.com
Phone: 919-383-5826