Who We Are
Fusion CPA Privacy Policy
Fusion CPA is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you visit our website www.fusiontaxes.com.
We are not liable for any loss resulting from inaccuracies or incompleteness, nor for any loss resulting from issues caused by or inherent to the dissemination of information through the internet, such as disruptions or interruptions. When using web forms, we aim to minimize the number of required fields. Fusion CPA accepts no liability for any loss resulting from the use of data, advice, or ideas provided by or on behalf of Fusion CPA through this website.
Blog articles are not intended to be the rendering of legal, accounting, tax advice, or other professional services. We base articles on current or proposed tax rules at the time of writing and do not update older posts for tax rule changes. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.
All intellectual property rights to content on this website are owned by Fusion CPA. Copying, disseminating, and any other use of these materials is not permitted without written permission from Fusion CPA, except as otherwise stipulated in mandatory law regulations (such as the right to quote), unless specific content states otherwise.
Usage
How We Handle Your Information
When AI tools are used in connection with client or prospective client work, Fusion CPA uses organizational-level platforms with enhanced security and administrative controls. Where appropriate, client information, including tax, financial, and other documents, may be processed within approved AI systems for purposes related to the services being performed. Fusion CPA maintains internal guidelines governing the AI tools used for firm business and the handling of information within those systems.
Personal Information
We may collect personal information that you voluntarily provide to us when you:
– Register or create an account on our website (if applicable)
-Subscribe to our newsletter
-Fill out a contact form
-Request services
-Participate in surveys or promotional activities
This information may include your name, email address, phone number, mailing address, payment information, and any other information you choose to provide.
When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.
Non Personal Information
We may automatically collect non-personal information about your visit to our Website, including your IP address, browser type, operating system, pages viewed, and the dates/times of your visits.
Media
If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.
Contact Forms
We’ll only use your information to contact you about our services and products.
Message and Data Rates may apply. You can STOP messaging by sending STOP and get more help by sending HELP.
Cookies
If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.
If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.
Embedded content from other websites
If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.
If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.
Who we share your data with
How we use your information
We may use the information we collect for various purposes, including:
– To provide and improve our services
– To communicate with you, including responding to your inquiries and sending you updates and promotional materials
– To personalize your experience on our Website
– To analyze and understand how our Website is used and improve its functionality
– To comply with legal obligations and protect our legal rights
How long we retain your data
If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.
For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.
How Fusion CPA uses AI
Fusion CPA may use organizational-level AI tools to support research, diagnostics, documentation, analysis, drafting, and operational efficiency throughout our scoping and client service processes and content. These tools are intended to assist our team and do not replace professional judgment or the review procedures applicable to our services. Ai Policy
Questions about this policy?
Fusion CPA is a tax preparation, tax planning, outsourced accounting, and CFO advisory firm serving business owners and high-achieving individuals across 40+ states. Services include outsourced bookkeeping on QuickBooks and NetSuite including transaction categorization, bank reconciliation, monthly close support, and financial statement preparation. AR management is available on both QuickBooks and NetSuite platforms. It’s also included in bookkeeping and controller engagements, or available as a focused service for high-volume invoicing businesses. Fusion CPA is a QuickBooks ProAdvisor, AICPA member, and Oracle NetSuite Certified partner. The firm operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida. It also holds a 5.0-star average rating from 100+ client reviews. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a free discovery call.
Reviewed by Danielle Palmer (Director of Operations) and Trevor McCandless, CPA, MTax (CEO). Published September 2026.