Privacy Policy

Effective Date: June 9th, 2026

Foodman CPAs & Advisors ("Foodman," "we," "us," or "our") operates Foodmanpa.com and may operate other websites, online forms, client portals, educational pages, help desk pages, and related online services that link to this Privacy Policy (collectively, the "Website").

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit or use the Website, communicate with us, submit forms or inquiries, register for newsletters or educational resources, interact with our marketing communications, or otherwise provide information to us online.

By using the Website, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with this Privacy Policy, you should not use the Website.

1.- Scope of This Privacy Policy

1.1.- Website and Online Activities. This Privacy Policy applies to personal information collected through the Website and related online interactions, including contact forms, inquiry forms, newsletter signups, educational resource downloads, event or webinar registrations, regulatory help desk inquiries, online accounts, cookies, analytics tools, and similar digital interactions.

1.2.- Separate Engagements. If you become a client of Foodman, additional privacy, confidentiality, engagement, professional responsibility, or regulatory terms may apply under a separate engagement letter, services agreement, client portal terms, professional obligations, or applicable law. If there is a conflict between this Privacy Policy and a separate written client engagement agreement, the engagement agreement will control with respect to the services covered by that agreement.

1.3.- Third-Party Websites. The Website may link to third-party websites, platforms, tools, payment processors, scheduling services, learning platforms, social media pages, or other third-party services. This Privacy Policy does not apply to third-party websites or services that we do not control. You should review the privacy policies of those third parties before providing information to them.

2.- Personal Information We Collect

We may collect personal information directly from you, automatically through the Website, from service providers, or from other lawful sources. The categories of information we collect depend on how you interact with us.

2.1.- Contact and Identity Information. We may collect your name, email address, mailing address, telephone number, company or organization, job title, professional affiliation, account username, and similar contact or identifying information.

2.2.- Inquiry and Communications Information. We may collect information you provide when you contact us, submit a form, request information, register for an event, ask a regulatory help desk question, request support, send an email, complete a survey, or otherwise communicate with us. This may include the content of your message, inquiry details, business information, uploaded files, and related correspondence.

2.3.- Professional Services and Transaction Information. If you request or purchase services, register for paid offerings, or otherwise engage in a transaction with us, we may collect information necessary to process the transaction or provide the requested service, such as billing details, payment-related information, service preferences, account information, registration information, and records relating to the requested services.

2.4.- Educational Services Information. If you register for newsletters, webinars, courses, workshops, events, downloads, or other educational resources, we may collect registration information, attendance information, course progress or participation information, communication preferences, and engagement data.

2.5.- Marketing and Preference Information. We may collect information about your marketing preferences, newsletter subscriptions, event interests, communication choices, survey responses, and interactions with our emails or other communications.

2.6.- Device, Usage, and Technical Information. Like many website operators, we may collect information that browsers, devices, and servers typically make available, such as IP address, browser type, device type, operating system, language preference, referring website, pages viewed, links clicked, date and time of requests, time spent on pages, approximate location, and other usage or diagnostic information.

2.7.- Cookies and Similar Technologies. We may collect information through cookies, pixels, tags, local storage, software development kits, analytics tools, and similar technologies, as described further below.

2.8.- Sensitive Information. We do not intend general Website forms to be used for submission of sensitive personal information unless we specifically request it through an authorized secure channel. Sensitive information may include Social Security numbers, tax identification numbers, financial account numbers, account credentials, tax returns, payroll records, regulated data, or confidential business records.

3.- How We Collect Personal Information

3.1.- Information You Provide. We collect information you voluntarily provide when you submit forms, create an account, register for communications or events, download resources, purchase or request services, submit a help desk inquiry, upload files, or communicate with us.

3.2.- Information Collected Automatically. We may automatically collect device, usage, and technical information when you visit or interact with the Website, including through cookies and similar technologies.

3.3.- Information From Service Providers and Third Parties. We may receive information from service providers and third-party tools that help us operate the Website, process payments, send communications, manage customer relationships, provide analytics, host events or webinars, deliver educational content, or protect the security of our systems.

4.- How We Use Personal Information

We may use personal information for the following purposes:

  • To operate, maintain, secure, and improve the Website;
  • To respond to inquiries, requests, comments, and communications;
  • To provide requested information, resources, products, services, courses, webinars, events, or support;
  • To evaluate, administer, and respond to regulatory help desk inquiries;
  • To create, administer, and manage accounts, registrations, subscriptions, and user preferences;
  • To process transactions, payments, invoices, refunds, and related records;
  • To provide professional, accounting-related, advisory, regulatory, educational, or consulting services where applicable;
  • To send newsletters, educational content, event invitations, announcements, marketing communications, and other updates where permitted by law and your communication preferences;
  • To personalize and improve user experience and Website functionality;
  • To conduct analytics, measure Website performance, and understand how visitors use the Website;
  • To detect, prevent, investigate, and respond to fraud, security incidents, misuse, unauthorized access, or other unlawful activity;
  • To comply with legal, regulatory, tax, accounting, professional, audit, recordkeeping, and compliance obligations;
  • To enforce our Terms of Service, engagement terms, policies, and legal rights;
  • To protect the rights, property, safety, and security of Foodman, our clients, users, personnel, service providers, and others; and
  • For any other purpose disclosed at the time of collection or with your consent.

5.- Regulatory Help Desk and Professional Services Inquiries

5.1.- Use of Help Desk Information. If you submit a regulatory help desk inquiry, compliance question, accounting or tax-related support request, or similar inquiry, we may use the information you provide to evaluate and respond to your inquiry, administer the help desk, maintain records, improve our services, identify common issues, and comply with applicable legal, regulatory, professional, or business obligations.

5.2.- No Engagement Created by General Inquiry. Submitting a Website form, help desk inquiry, email, or other general online request does not by itself create an accountant-client relationship, tax advisor-client relationship, legal relationship, fiduciary relationship, confidential relationship, or professional engagement. A professional engagement is created only if Foodman expressly agrees in a separate written agreement.

5.3.- Sensitive Information Warning. Please do not submit Social Security numbers, employer identification numbers, financial account numbers, account passwords, full tax returns, payroll records, confidential client records, regulated information, privileged materials, or other sensitive information through general Website forms unless we specifically request that information through an authorized secure process.

5.4.- De-Identified Use. We may use de-identified, aggregated, or anonymized information derived from inquiries to improve our services, develop educational content, identify trends, or support internal business purposes. We will not intentionally publish information that identifies you or your organization without your consent, except as permitted or required by law.

6.- Cookies, Analytics, and Similar Technologies

6.1.- Cookies and Tracking Technologies. We may use cookies and similar technologies to operate the Website, remember your preferences, understand how visitors use the Website, improve functionality, measure performance, support security, and, where applicable, support marketing or advertising activities.

6.2.- Types of Cookies. The Website may use the following types of cookies and similar technologies:

  • Strictly necessary cookies, which are required for core Website functionality, security, page navigation, form submission, account access, and remembering privacy choices;
  • Analytics cookies, which help us understand Website traffic, usage patterns, page performance, and user interactions;
  • Functional cookies, which help remember choices and improve user experience; and
  • Marketing or advertising cookies, which may help measure marketing effectiveness, personalize content, or support advertising or retargeting activities, if used.

6.3.- Analytics Tools. We may use analytics tools to collect information such as IP address, browser type, device identifiers, operating system, referring URLs, pages viewed, links clicked, time spent on pages, approximate location, and other usage data. We use this information to operate, secure, measure, and improve the Website and our services.

6.4.- Cookie Choices. You may be able to control cookies through your browser settings, device settings, or any cookie preference tool made available on the Website. If you disable or reject cookies, some Website features may not function properly.

6.5.- Non-Essential Cookies. Where required by applicable law or implemented through our Website settings, we will obtain consent before using non-essential analytics or marketing cookies.

6.6.- Do Not Track and Preference Signals. Some browsers or devices may transmit “Do Not Track,” Global Privacy Control, or similar preference signals. Our response to such signals may depend on the Website technology used and applicable legal requirements. Where we are legally required to honor recognized opt-out preference signals, we will do so.

7.- Marketing Communications and Newsletters

7.1.- Marketing Communications. If you sign up for newsletters, educational content, event invitations, updates, or other marketing communications, we may use your contact information and engagement information to send those communications.

7.2.- Unsubscribe Rights. You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the email or by contacting us at info@foodmanpa.com. We will process unsubscribe requests as required by applicable law.

7.3.- Non-Marketing Communications. Even if you unsubscribe from marketing communications, we may still send you non-marketing communications, such as responses to your inquiries, service-related messages, transaction confirmations, account notices, professional engagement communications, security notices, legal notices, or other communications permitted by law.

7.4.- Email Compliance. We intend to comply with applicable U.S. commercial email laws, including requirements relating to truthful email practices and opt-out mechanisms.

7.5.- SMS/Text Messages. If we offer SMS or text message communications, we will provide additional notice and obtain consent where required. Message and data rates may apply, message frequency may vary, and you may opt out as described in the applicable SMS disclosure.

8.- How We Disclose Personal Information

We may disclose personal information in the following circumstances:

8.1.- Personnel and Internal Users. We may disclose information to our employees, contractors, professionals, and authorized personnel who need the information to perform their duties or provide services.

8.2.- Service Providers. We may disclose information to service providers, vendors, contractors, and other third parties that perform services for us, such as website hosting, cloud storage, email delivery, customer relationship management, analytics, payment processing, scheduling, webinar hosting, learning management, information security, professional support, and business operations.

8.3.- Professional Advisors. We may disclose information to accountants, auditors, attorneys, consultants, insurers, and other professional advisors where reasonably necessary for business, legal, compliance, risk management, or professional purposes.

8.4.- Legal, Regulatory, and Compliance Purposes. We may disclose information in response to subpoenas, court orders, governmental requests, regulatory inquiries, audits, legal process, or other legal obligations. We may also disclose information when we believe in good faith that disclosure is reasonably necessary to protect the rights, property, safety, or security of Foodman, our clients, users, personnel, service providers, or the public.

8.5.- Business Transfers. If Foodman is involved in a merger, acquisition, financing, reorganization, bankruptcy, receivership, sale of assets, transfer of business operations, or similar transaction, personal information may be disclosed or transferred as part of that transaction, subject to applicable law.

8.6.- With Your Consent or Direction. We may disclose information when you consent to or direct the disclosure, or when disclosure is necessary to fulfill the purpose for which you provided the information.

8.7.- Aggregated, De-Identified, or Anonymized Information. We may disclose aggregated, de-identified, or anonymized information that does not reasonably identify you, subject to applicable law.

8.8.- No Sale of Personal Information. We do not sell personal information for money. If our use of advertising, analytics, or marketing technologies is considered a “sale,” “sharing,” or use for “targeted advertising” under applicable state privacy laws, you may have the right to opt out as described in the “Your Privacy Choices and Rights” section below.

9.- Payment and Transaction Information

If you make a payment or purchase through the Website, payment information may be processed by third-party payment processors. We may receive limited transaction details, such as payment status, transaction amount, billing information, and confirmation records. We do not control the privacy or security practices of third-party payment processors, and your use of their services may be subject to their own terms and privacy policies.

10.- Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including to provide services, respond to inquiries, maintain business records, administer accounts and transactions, comply with legal, tax, accounting, audit, professional, regulatory, and recordkeeping obligations, resolve disputes, enforce agreements, protect rights and security, and maintain backup or archival records.

The specific retention period may depend on the type of information, the purpose for which it was collected, the nature of our relationship with you, applicable legal or professional obligations, and our legitimate business needs.

11.- Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction. However, no method of transmission over the internet, electronic communication, or storage system is completely secure. We cannot guarantee absolute security of information submitted to or maintained by us.

You are responsible for using secure networks, maintaining the confidentiality of any account credentials, and notifying us promptly if you believe your interaction with us is no longer secure.

12.- Your Privacy Choices and Rights

12.1.- Access, Correction, and Deletion Requests. Depending on where you live and subject to applicable law, you may have the right to request access to personal information we maintain about you, request correction of inaccurate information, or request deletion of certain information.

12.2.- Marketing Choices. You may opt out of marketing emails by using the unsubscribe link in the email or contacting us at info@foodmanpa.com.

12.3.- Cookie Choices. You may manage cookies through your browser settings, device settings, or any cookie preference tool made available on the Website.

12.4.- Opt-Out of Sale, Sharing, or Targeted Advertising. If applicable law gives you the right to opt out of the sale of personal information, sharing of personal information, or use of personal information for targeted advertising, you may exercise that right by contacting us at info@foodmanpa.com or using any opt-out mechanism made available on the Website.

12.5.- Sensitive Personal Information. If applicable law gives you the right to limit certain uses or disclosures of sensitive personal information, you may exercise that right as described in this Privacy Policy or by contacting us.

12.6.- Appeal Rights. If applicable law gives you the right to appeal our decision regarding a privacy request, you may submit an appeal by contacting us at info@foodmanpa.com and identifying the decision you wish to appeal.

12.7.- Verification. We may need to verify your identity before processing certain privacy requests. We may request information reasonably necessary to verify your identity and authority to make the request.

12.8.- Authorized Agents. Where permitted by law, you may authorize an agent to submit a request on your behalf. We may require proof of authorization and may also require you to verify your identity directly with us.

12.9.- Non-Discrimination. We will not unlawfully discriminate against you for exercising privacy rights available under applicable law.

13.- U.S. State Privacy Notices

Certain U.S. state privacy laws may provide residents of those states with specific rights regarding personal information. These rights may vary by state and may be subject to exceptions, thresholds, exemptions, and verification requirements.

Depending on applicable law, residents of certain states may have rights to:

  • Confirm whether we process personal information about them;
  • Access personal information;
  • Correct inaccurate personal information;
  • Delete personal information;
  • Obtain a copy of personal information in a portable format;
  • Opt out of the sale of personal information;
  • Opt out of sharing personal information for cross-context behavioral advertising or targeted advertising;
  • Opt out of certain profiling decisions, where applicable;
  • Limit certain uses or disclosures of sensitive personal information, where applicable;
  • Appeal a decision regarding a privacy request; and
  • Be free from unlawful discrimination for exercising privacy rights.

To exercise privacy rights, please contact us at Info@foodmanpa.com or Foodman CPAs & Advisors 777 Brickell Avenue Ste 500 Miami, Florida 33131. We will respond to requests as required by applicable law.

California Notice

If California privacy law applies to Foodman, California residents may have additional rights and disclosures under the California Consumer Privacy Act, as amended by the California Privacy Rights Act. This section should be supplemented with a California-specific notice if Foodman meets applicable thresholds or otherwise becomes subject to California privacy law.

Notice Regarding Financial or Professional Information

Some information collected in connection with accounting, tax, advisory, or professional services may be subject to professional confidentiality obligations, federal or state tax rules, financial privacy laws, contractual terms, or other legal requirements. Those requirements may affect how privacy requests are processed and whether certain information can be accessed, corrected, deleted, or disclosed.

14.- Children’s Privacy

The Website is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete that information as required by law.

If any educational offering is directed to children or minors, additional notices, consents, and safeguards may be required.

15.- International Users and Cross-Border Processing

Foodman is based in the United States. If you access the Website from outside the United States, your information may be processed in the United States or other jurisdictions where we or our service providers operate. Privacy laws in those jurisdictions may differ from the laws of your location.

If we transfer personal information across borders, we will do so in accordance with applicable law. If Foodman does not intentionally serve users outside the United States, the Website and services are intended primarily for U.S. users unless otherwise stated.

16.- Third-Party Tools, Platforms, and Embedded Content

The Website may use or link to third-party tools and platforms, such as website hosting providers, analytics providers, email marketing platforms, customer relationship management tools, payment processors, scheduling tools, webinar platforms, video providers, learning management systems, social media platforms, advertising networks, or embedded content providers.

These third parties may collect information directly from you or automatically through their technologies. Their collection and use of information are governed by their own terms and privacy policies. We are not responsible for the privacy, security, or content practices of third parties that we do not control.

17.- Aggregated, De-Identified, and Anonymized Information

We may create, use, and disclose aggregated, de-identified, or anonymized information for lawful business purposes, including analytics, research, service improvement, educational content development, reporting, and trend analysis. We will not attempt to re-identify de-identified information except as permitted by applicable law.

18.- Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will update the effective date above and post the revised Privacy Policy on the Website. If changes are material, we may provide additional notice as required by law or as we deem appropriate.

Your continued use of the Website after the revised Privacy Policy becomes effective means you acknowledge the updated Privacy Policy. If you do not agree with the updated Privacy Policy, you should stop using the Website.

19.- Contact Us

If you have questions about this Privacy Policy or wish to submit a privacy request, please contact us at:
Foodman CPAs & Advisors
777 Brickell Avenue Ste 500
Email: Info@Foodmanpa.com
Phone: 305-365-1111

20.- Implementation Notes for Finalization

Before publishing this Privacy Policy, Foodman should confirm and customize the following items:

  • The correct legal name of the entity operating the Website;
  • Effective date;
  • Mailing address, contact email, and phone number;
  • Whether Foodman uses Google Analytics, Meta Pixel, LinkedIn Insight Tag, HubSpot, Mailchimp, Constant Contact, payment processors, scheduling tools, chat tools, learning management platforms, or other third-party tools;
  • Whether the Website uses targeted advertising or retargeting pixels;
  • Whether Foodman sells or shares personal information as those terms are defined under applicable state privacy laws;
  • Whether Foodman meets thresholds under California or other U.S. state privacy laws;
  • Whether users outside the United States are intentionally served;
  • Whether SMS/text messaging is used;
  • Whether minors can register for any educational services;
  • Whether client portals or secure upload systems have separate privacy or security terms; and
  • Whether professional engagement letters impose additional confidentiality, data handling, or record retention obligations.
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