Privacy Policy

How Cannabis CPA New Mexico collects, uses and protects information submitted through this website.

Section 1

Information We Collect

We collect only the information you provide when you contact us or request a consultation through this site, plus limited technical data needed to operate the website reliably.

Consultation form details
Name, phone number, email address, business name, city, license or operational status, and any message you choose to include when you request a consultation.
Communication records
Notes from calls and emails exchanged while we discuss your engagement, scope a project or answer a question before a formal engagement letter is signed.
Basic site usage data
Standard technical information such as browser type and page requests, used only to keep the site running reliably and secure.

Section 2

How We Use Your Information

Information submitted through the consultation form is used only to respond to your inquiry and, if you engage us, to deliver accounting, tax and advisory services. We do not use consultation form data for unrelated marketing without your consent.

Responding to your consultation request and scheduling a call.
Preparing a preliminary assessment of your accounting, tax or compliance situation.
Sending information you specifically asked for about our services.
Maintaining internal records of prospective and current client communications.

Section 3

No Sale of Personal Data

We do not sell, rent or trade the information you submit to third parties for their marketing purposes. Information is shared only with service providers who help us operate this website or deliver engaged client work, under confidentiality obligations.

Section 4

Data Retention

Consultation form submissions and related communications are retained only as long as reasonably needed to respond to your inquiry, service an active engagement, or satisfy recordkeeping obligations that apply to a professional accounting practice.

Section 5

Your Choices

You may ask us at any time what information we hold about you, request that we correct it, or ask that we delete information that is not otherwise required for our recordkeeping. Contact us using the details below to make a request.

Section 6

Security & Confidential Records

We take reasonable technical and administrative measures to protect information submitted through this site. That said, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Please do not send confidential tax records, financial statements or sensitive corporate documents through the consultation form or by email before a formal engagement letter is signed. Once engaged, we will set up a secure method for exchanging documents.

Section 7

Questions About This Policy

If you have questions about this privacy policy or want to exercise any of the choices described above, contact Cannabis CPA New Mexico directly.

Contact Cannabis CPA New Mexico advisory@cannabiscpanewmexico.com

Consultation

Talk with a New Mexico cannabis CPA

Bring your license types, current books and open deadlines. We will tell you what needs to happen first and in what order.

Schedule Consultation Speak With a Cannabis CPA