Website & Financial Privacy Notice
Chiang & Youngberg LLP
Website & Financial Privacy Notice
Effective Date: October 1, 2026
Chiang & Youngberg LLP (“CYLLP,” “we,” “us,” “our,” “firm,” or “our firm”) respects the privacy and confidentiality of the personal and financial information entrusted to us.
This Website & Financial Privacy Notice explains how we collect, use, disclose, protect, and retain information obtained through our public website and in connection with our professional services.
As a certified public accounting (CPA) firm, Chiang & Youngberg LLP is subject to privacy, confidentiality, information security, and professional requirements applicable to the information we handle, including applicable federal and state financial privacy requirements.
This notice should be read together with any formal client engagement terms, privacy notices, consents, or other disclosures that may apply to a particular client relationship or service.
Information We Collect
The information we collect depends on how you interact with Chiang & Youngberg LLP and the services we provide.
Website Inquiries: When you submit an inquiry through our online inquiry form, we may collect information you choose to provide, including:
your name;
email address;
telephone number;
the nature of your inquiry;
how you learned about our firm; and
any other information you include in your message.
We use this information to respond to your inquiry, communicate with you, determine how we may be able to assist you, and manage our relationship with prospective and current clients.
Our online inquiry form is intended for general inquiries only.
Please do not submit Social Security numbers, tax documents, financial account information, passwords, payment-card information, banking information, or other sensitive information through this form.
Professional Services: When you engage CYLLP to provide professional services, we may collect nonpublic personal and financial information appropriate to the services being provided.
To provide tax preparation and compliance, tax planning and forecasting, accounting, and advisory services, we may collect information you provide directly to us, information contained in tax and financial records, and information obtained from other sources with your authorization or as permitted by law.
Current clients should use our Secure Client Portal when transmitting tax documents or other sensitive client information electronically.
Communications: When you communicate with our office by telephone, email, voicemail, or virtual meeting, we may receive and process information you choose to provide, along with information generated in connection with the communication, as appropriate to provide services and operate our firm.
How Website Inquiries Are Handled
Information submitted through our online inquiry form is transmitted to CYLLP’s firm-managed business environment. Form information may be received through firm email and recorded in a restricted-access business file for inquiry management and follow-up.
Our website platform is configured not to retain copies of submitted inquiry-form responses.
Access to information received through website inquiries is limited according to business need and CYLLP’s access controls.
How We Use Information
We may use information we collect to:
respond to inquiries and communicate with prospective and current clients;
provide and administer professional services;
prepare and file tax returns and other authorized filings;
perform tax planning, forecasting, accounting, and advisory work;
administer client relationships and firm operations;
process and administer billing and payments;
maintain and improve our website and client-facing services;
protect our systems, information, clients, and firm from fraud, misuse, unauthorized access, and other security threats;
comply with applicable legal, regulatory, professional, and contractual obligations; and
establish, exercise, or protect legal rights where appropriate.
We do not use personal information collected through our website to build behavioral advertising profiles of individual visitors.
Cookies, Analytics, and Online Tracking
Website Analytics and Activity: We use our website platform's native analytics tools to understand website traffic, website performance, and how visitors interact with our website.
Depending on your cookie preferences and the functionality involved, website and analytics information may include information about your browser, network, and device; pages visited; referring pages or websites; interactions with the website; timestamps; IP address; and approximate location information.
CYLLP also maintains our website platform's limited-duration activity log for website security monitoring, troubleshooting, investigation of suspicious website activity, and operational analytics.
We do not use this information to build marketing profiles of individual website visitors.
Cookies and Similar Technologies: Our website uses cookies and similar technologies that support website operation and, subject to applicable preferences and consent controls, help us understand website traffic and performance.
Necessary cookies: Support core website functionality and visitor preferences and are always enabled.
Performance and analytics cookies: These help us understand website traffic, usage, and performance.
Visitors may control applicable non-essential cookies through our website's cookie preference tools.
Our website provides a cookie banner and preference manager that allows visitors to make and later change applicable cookie choices. Non-essential cookies are restricted according to the website's configured consent controls.
At the time of this notice, CYLLP has not configured separate third-party analytics or tag-management tools and has not identified third-party advertising pixels or similar behavioral-advertising trackers operating through the website.
Advertising and Behavioral Tracking: Chiang & Youngberg LLP does not sell personal information collected through this website or share it with third parties for cross-context behavioral advertising.
CYLLP does not currently use third-party advertising pixels or similar technologies through this website to track visitors across unrelated websites for behavioral advertising.
Our website's cookie preference interface may display an advertising-cookie category because our website platform supports advertising-related technologies. The presence of this category does not mean CYLLP currently uses such technologies.
If our website practices materially change, we will review and update our privacy notice and cookie configuration as appropriate.
Online Tracking and Privacy Signals: Visitors may use our website's Cookie Preferences control to manage applicable non-essential cookies.
Some browsers and browser extensions transmit privacy signals, including Do Not Track or Global Privacy Control signals. Our website's response to these signals may depend on functionality provided by our website platform and applicable law.
Where CYLLP is legally required to recognize a browser-based privacy preference signal, we will comply with applicable requirements.
How We May Disclose Information
Chiang & Youngberg LLP does not disclose personal or financial information except as appropriate to provide services, operate our firm, or meet applicable legal, regulatory, professional, contractual, or security requirements.
Depending on the circumstances, information may be disclosed to:
Taxing Authorities and Government Agencies: We may disclose client information to federal, state, local, or other applicable taxing authorities as necessary to provide authorized professional services and as permitted or required by law.
Service Providers: We use service providers to support our website, communications, professional services, document management, payment processing, and other business operations.
CYLLP evaluates applicable service-provider relationships in accordance with legal, regulatory, professional, security, and business requirements.
Information handled through third-party services may also be subject to those providers' applicable privacy and security practices.
Other Authorized Recipients: We may disclose information to other persons or organizations at a client's direction or with appropriate authorization.
Legal, Regulatory, and Professional Requirements: We may disclose information when required or permitted by applicable law, regulation, legal process, professional obligation, or valid governmental request.
Chiang & Youngberg LLP does not sell or rent nonpublic personal financial information for marketing or promotional purposes.
Client Information and Business Systems
CYLLP uses business systems and service providers to support tax preparation, accounting, communications, document management, invoicing, payment processing, and other firm operations.
Access to client information is limited according to business need and applicable firm controls.
Current clients should use CYLLP's designated Secure Client Portal when transmitting tax documents or other sensitive client information electronically.
Secure Client Portal
Our website provides access to a separately operated Secure Client Portal for the electronic transmission of sensitive client documents and information.
The Secure Client Portal is CYLLP's designated platform for electronic transmission of sensitive client documents and information.
When accessing the portal, clients should use the Secure Client Portal link available through CYLLP's official website when appropriate and should protect their login credentials and authentication codes.
Payment Information
Chiang & Youngberg LLP does not currently collect or capture payment-card transactions or information through this website.
Submission Restrictions: Please do not submit credit card numbers, bank-account information, or other payment credentials through our public online inquiry form or ordinary email.
Secure Invoice Payments: When clients provide payment-card information by telephone, authorized personnel enter the information into CYLLP's designated merchant-processing system. For information about currently authorized payment methods and payment-security precautions, please visit our Pay Your Invoice page.
Information Retention
We retain information collected through our website and business systems for as long as reasonably necessary for the purposes for which it was collected and consistent with legitimate business, legal, regulatory, professional, security, and dispute-resolution needs.
Prospective Client Inquiries: General website inquiries that do not result in a formal client relationship or other continuing business need are ordinarily retained for no more than 24 months.
Client Records: If a website inquiry results in a client relationship, or is associated with an already established client relationship, the information may instead be retained in accordance with CYLLP’s applicable client-record retention requirements and legitimate legal, regulatory, professional, security, and business needs.
Information Security
Chiang & Youngberg LLP maintains administrative, technical, and physical safeguards designed to protect information appropriate to the nature of the information and our operations.
Access to personal and client information is limited according to business need and applicable firm controls.
No method of electronic transmission, processing, or storage can be guaranteed to be completely secure. Visitors should therefore use the designated Secure Client Portal rather than our public online inquiry form or ordinary email when transmitting sensitive client information or tax documents.
For additional guidance about recognizing suspicious communications, payment fraud, links and attachments, passwords and verification codes, and interacting with our firm securely, please review our Security & Fraud Awareness page.
If you believe information or a communication involving Chiang & Youngberg LLP may have been compromised, please contact our office using contact information obtained independently from this website.
Your Choices
Contact Alternatives: You are not required to submit information through our website and may contact our office by telephone instead.
Cookie Preferences: You may use our website's Cookie Preferences control to review and change applicable cookie choices.
Privacy Inquiries: Where applicable law provides rights regarding personal information, CYLLP will respond to requests consistent with its legal obligations. Questions or requests concerning personal information handled by this website or our firm may be directed to our dedicated email at: privacy@youngbergcpa.com