Effective date: July 30, 2026
Practice Partner CPAs (“we,” “us,” or “our”) provides accounting, tax, payroll, and fractional CFO services to healthcare and therapy practice owners. Practice Partner CPAs is a trade name of Milestone Certified Public Accountants, Inc. This policy explains what information we collect through practicepartnercpas.com, how we use it, and the choices you have.
This policy covers our website. Information you provide to us as a client under an engagement letter is also governed by that engagement letter and by the confidentiality obligations that apply to certified public accountants.
When you submit a form, request an assessment, subscribe to updates, or contact us, we collect what you choose to provide. On our contact and assessment forms this typically includes:
Please do not send Social Security numbers, Employer Identification Numbers, bank account or card numbers, patient information, or other sensitive data through website forms or ordinary email. Once an engagement begins, we will give you a secure portal for exchanging documents.
Like most websites, we and our service providers collect technical information when you visit, including IP address, browser and device type, operating system, referring page, pages viewed, and time spent. We use cookies and similar technologies for site functionality, to remember preferences, and to measure traffic and site performance.
We use the following third-party services, each of which may process information about your visit under its own privacy policy:
You can opt out of Google Analytics across websites using Google’s browser add-on. Most browsers also let you block or delete cookies; some site features may not work if you do.
We do not sell or rent your personal information, and we do not share it for cross-context behavioral advertising.
We disclose information only:
If you become a tax client, we will not disclose or use your tax return information for any purpose other than preparing or assisting in preparing your return without your prior written consent, as required by Internal Revenue Code Section 7216.
We maintain administrative, technical, and physical safeguards designed to protect personal information, including encryption in transit, access controls limiting information to personnel who need it, and a written information security program consistent with the Gramm-Leach-Bliley Act and the FTC Safeguards Rule as they apply to tax and accounting practices. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
We keep website inquiry information only as long as needed for the purpose it was collected and for a reasonable period afterward. Client records are retained according to our records retention policy and the professional, tax, and legal requirements that apply to CPA workpapers and returns, which in most cases is at least seven years.
Under the California Consumer Privacy Act, as amended by the California Privacy Rights Act, California residents may request:
We do not sell personal information or share it for cross-context behavioral advertising, so no opt-out of sale or sharing is necessary.
Regardless of where you live, you may ask us to access, correct, or delete information you have given us, or to stop sending you marketing email. Email updates include an unsubscribe link in every message.
Email us at [email protected] or call (925) 520-5187. We will verify your identity before acting on a request and will respond within the timeframe the applicable law requires. You may use an authorized agent, and we may ask for proof of that authorization.
Our website and services are directed to business owners and are not intended for children under 16. We do not knowingly collect personal information from children under 16.
Some browsers transmit a “Do Not Track” signal. Because no common standard for responding to those signals has been adopted, our website does not currently respond to them.
Our website may link to third-party sites and scheduling tools. We are not responsible for the privacy practices of those sites, and we encourage you to review their policies.
We may update this policy from time to time. We will revise the effective date above and, if the changes are material, provide a more prominent notice.
Practice Partner CPAs
A trade name of Milestone Certified Public Accountants, Inc.
Pleasanton, California
Email: [email protected]
Phone: (925) 520-5187