Effective date: January 1, 2026

1. Scope

This Privacy Policy explains how The Winston CPA Group doing business as The Winston CPA Group collects, uses, discloses, and protects personal information through winstoncpagroup.com, our product pages, forms, email campaigns, digital-product transactions and other pages or services that link to this Policy. It does not govern a third party’s independent website or service.

2. Information We Collect

Depending on how you interact with us, we may collect:

Contact information, such as your name, email address, telephone number, company, and job title.
Transaction information, such as products purchased, order history, billing address, payment status, and customer-support communications. Payment-card details are processed by our payment providers; we generally do not receive or store the complete card number.
Form and inquiry information, including the details you provide when requesting a preview, joining an email list, booking a consultation, submitting a business inquiry, or contacting us.
Technical and usage information, such as IP address, browser type, device information, referring pages, pages viewed, links clicked, timestamps and approximate location derived from IP address.
Cookie and advertising information collected through essential cookies, analytics tools, pixels, and similar technologies.
Information you choose to provide in connection with professional services. Information collected after a formal engagement may also be governed by an engagement letter and applicable professional obligations.

3. How We Collect Information

We collect information directly from you, automatically through the website and cookies, and from service providers that support checkout, email delivery, analytics, advertising, scheduling, customer management, and fraud prevention.

4. How We Use Information

Operate, maintain, and improve the website and customer experience.
Process payments, fulfill orders and deliver digital products.
Respond to inquiries, provide support, and administer consultations or services.
Send requested previews, resources, transactional messages, and marketing communications.
Measure website traffic, product interest, campaign performance, and customer engagement.
Personalize content and advertising, subject to available consent and opt-out rights.
Protect the website, detect fraud, enforce policies, and maintain records.
Comply with legal, tax, accounting, regulatory and professional obligations.

5. How We Disclose Information

We may disclose personal information to service providers and contractors that perform services for us, including website hosting and ecommerce providers, payment processors, email marketing or other email providers, analytics services, advertising platforms, scheduling and customer-management tools, cloud-storage providers, professional advisors, and security vendors. These parties receive information necessary to perform their functions.

We may also disclose information when required by law, legal process, or professional obligation; to protect rights, safety, and security; to investigate fraud or policy violations; or in connection with a merger, financing, sale, restructuring, or transfer of business assets.

6. Cookies, Analytics and Advertising

The website uses cookies and similar technologies. Essential cookies support security, checkout, and core site functions. Analytics cookies help us understand website performance. Advertising technologies may help us measure campaigns, build audiences, or show relevant ads. You can use the website’s cookie or privacy controls to manage non-essential cookies where available. Browser settings may also allow you to block or delete cookies, although some features may not work correctly afterward.

We do not sell personal information for money. We may use analytics or advertising technologies that disclose online identifiers or activity information to advertising partners. Some privacy laws may define that activity as “selling,” “sharing” or targeted advertising. Where applicable, you may use our cookie or privacy controls or contact us to exercise an opt-out right.

7. Email and Marketing Choices

You may unsubscribe from marketing emails by using the unsubscribe link in the message. We may continue to send transactional or relationship communications, such as order confirmations, download links, service messages, or responses to your requests. You can also contact us at hello@winstoncpagroup.com to update your preferences.

8. Your Privacy Rights

Depending on where you live and subject to legal exceptions, you may have the right to request access to, correction of or deletion of personal information; obtain a copy of certain information; withdraw consent; or opt out of certain advertising, sale, or sharing activities. To submit a request, email hello@winstoncpagroup.com. We may verify your identity before completing a request. You may use an authorized agent where permitted by law.

9. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Policy, including order fulfillment, customer support, legal compliance, accounting and tax records, dispute resolution, security, and enforcement. Retention periods vary by the type of information and our obligations.

10. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No website, transmission or storage method is completely secure, and we cannot guarantee absolute security. Please do not send sensitive tax, financial, identity or account information through ordinary email or unsecured forms.

11. Children’s Privacy

The website and products are not directed to children under 13, and we do not knowingly collect personal information from children under 13. Contact us if you believe a child has provided personal information so we can review and delete it as appropriate.

12. International Visitors

The Winston CPA Group is based in the United States. If you access the website from another country, your information may be processed in the United States and other locations where our service providers operate, subject to applicable safeguards and law.

13. Third-Party Services

Our website may link to third-party sites or use third-party applications. Their collection and use of information are governed by their own privacy policies. Review those policies before providing information to them.

14. Policy Updates

We may update this Privacy Policy by posting the revised version and effective date. Material changes will be communicated as required by law.

15. Contact Us

For privacy questions or requests, contact The Winston CPA Group at hello@winstoncpagroup.com or 191 Peachtree Street NE, Suite 1400, Atlanta, GA 30303.

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