Privacy Policy

Last update:
August 14, 2026

1. Introduction

Mistretta Private Advisory, CPAs, PC (“Mistretta Private Advisory,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit our website, contact us, or otherwise interact with our website and services.

By using our website, you acknowledge the practices described in this Privacy Policy.

2. Information We Collect

We may collect information you voluntarily provide to us, including:

  • Your name
  • Email address
  • Phone number
  • Business or company name
  • Information included in messages or inquiries submitted through our website
  • Other information you choose to provide when contacting us

We may also automatically collect certain technical information when you visit our website, such as your IP address, browser type, device information, pages visited, and general website usage information.

3. How We Use Your Information

We may use information we collect to:

  • Respond to inquiries and requests
  • Communicate with you about our services
  • Provide and improve our website and services
  • Understand how visitors use our website
  • Maintain website security and prevent fraudulent or unauthorized activity
  • Comply with applicable legal and professional obligations

We do not use information submitted through our website for purposes unrelated to our business without an appropriate basis for doing so.

4. Cookies and Analytics

Our website may use cookies and similar technologies to support website functionality, understand website traffic, and improve the user experience.

We may use third-party analytics or website services to help us understand how visitors interact with our website. These providers may collect information about your device, browser, and website activity in accordance with their own privacy policies.

You may be able to control or disable cookies through your browser settings. Doing so may affect certain website functionality.

5. How We Share Information

We do not sell your personal information.

We may share information with trusted service providers that assist us in operating our website, communicating with clients and prospective clients, maintaining our systems, or providing other business-related services.

We may also disclose information when reasonably necessary to:

  • Comply with applicable laws, regulations, legal processes, or governmental requests
  • Protect our rights, property, or safety
  • Investigate or prevent fraud, security issues, or other unlawful activity
  • Protect the rights, safety, or security of our clients, visitors, or others

We take reasonable steps to ensure that information shared with service providers is handled appropriately.

6. Information Submitted Through the Website

Information submitted through our website, including information provided through contact forms, may be used to respond to your inquiry and determine how we may assist you.

Submitting information through this website does not establish a client relationship with Mistretta Private Advisory. A client relationship is established only after the appropriate engagement process has been completed and an engagement letter has been executed by the applicable parties.

Please do not submit confidential or sensitive financial, tax, or other personal information through a general website contact form unless specifically requested by Mistretta Private Advisory.

7. Data Retention

We retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, to provide our services, maintain appropriate business records, and comply with applicable legal, regulatory, and professional obligations.

Certain information may be retained for longer periods when required by law or professional standards.

8. Your Privacy Rights

Depending on where you live and applicable law, you may have certain rights regarding your personal information, which may include the right to request access to, correction of, or deletion of certain information.

Requests may be subject to applicable legal and regulatory requirements and exceptions.

To submit a privacy-related request or question, please contact us using the information below.

9. Third-Party Websites

Our website may contain links to websites or services operated by third parties. We are not responsible for the privacy practices, content, or security of those third-party websites.

We encourage you to review the privacy policies of any third-party websites you visit.

10. Security

We take reasonable administrative, technical, and organizational measures to protect information from unauthorized access, use, disclosure, or alteration. However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or applicable requirements. Any updates will be posted on this page with a revised “Last Updated” date.

12. Contact Us

If you have questions about this Privacy Policy or how Mistretta Private Advisory handles information, please contact us at:‍

Phone: (415) 738-8120

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