Privacy Policy

Last Updated: August, 2026
ManzCPA respects your privacy and is committed to protecting the personal information you share with us through this website.

Information We Collect

We may collect information that you voluntarily provide when you:

  • Submit a contact or intake form
  • Request information about our services
  • Subscribe to updates or insights
  • Communicate with us by email, phone, or through the website

This information may include your name, business name, email address, phone number, industry, business revenue range, service interests, and any information you choose to include in a message or inquiry.

We may also automatically collect limited technical information about your visit, such as your browser type, device type, IP address, pages visited, and general website usage data.

How We Use Information

We may use the information we collect to:

  • Respond to inquiries
  • Evaluate whether
  • ManzCPA may be a fit for your needs
  • Provide information about our services
  • Communicate with prospective and existing clients
  • Improve our website and user experience
  • Maintain website security
  • Comply with applicable legal and regulatory requirements

Website Analytics and Cookies

Our website may use cookies, analytics tools, and similar technologies to understand how visitors use the site and improve its performance.

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

Sharing of Information

We do not sell your personal information.

We may share information with trusted service providers that help us operate our website, communications, analytics, or business systems, provided they are authorized to use the information only as necessary to provide those services.

We may also disclose information when required by law, regulation, legal process, or a valid governmental request.

Information Submitted Through This Website

Please do not submit highly sensitive financial, tax, identity, or account information through a general website contact form unless specifically requested through a secure method provided by ManzCPA.

Submission of information through this website does not create a CPA-client relationship.

Data Security

We take reasonable administrative, technical, and organizational measures to protect information collected through the website. However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

Third-Party Links

This website may contain links to third-party websites or services. ManzCPA is not responsible for the privacy practices, security, or content of third-party websites.

Your Choices

You may contact us to request that we update or correct personal information you have provided through the website, subject to applicable legal and professional recordkeeping requirements.

California Privacy

California residents may have certain rights regarding personal information under applicable California privacy laws.

Depending on the law and circumstances applicable to your information, these rights may include requesting access to, correction of, or deletion of certain personal information.

To make a privacy-related request, contact us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

Contact Us

If you have questions regarding this Privacy Policy, please contact:

ManzCPA
[Business Address]
[Email Address]

[Phone Number]

Trusted by Businesses That Expect More From Their CPA

See why business owners choose ManzCPA for proactive guidance,
responsive support, and year-round accounting and tax expertise.

Reviews Marquee

Practical Answers for
Growing Business Owners.

Clear guidance on tax, accounting, and business decisions based on the questions clients actually ask.

What Tax Planning Should Happen Before December 31?

Key decisions worth reviewing while there is still time to act.

When Has Your Business Outgrown Basic Bookkeeping?

Signs your business needs stronger accounting, reporting, and financial oversight.

What Should You Ask Your CPA Before Buying a Business?

More income, more states, and more decisions that can affect the tax picture.

A Few Things You May Want to Know Before Reaching Out.

Clear answers about who we work with, how our services differ, and what to expect from a ManzCPA relationship.

What size businesses does ManzCPA typically work with?

Most of our clients are doing $1M+ in revenue and dealing with real complexity — multiple entities, real estate, multi-state activity, or a business that’s outgrown what a basic bookkeeper or seasonal tax preparer can handle. If that’s where you’re at, we’re a strong fit.

We don’t price off a rate card — we price based on the complexity of your situation and the level of involvement you want from us. That’s why our starting points are just that: starting points. A simple accounting relationship looks different from a multi-entity tax strategy engagement, and the pricing reflects that.

Tax preparation is reporting what already happened — filing the return based on decisions you already made. Tax planning is proactive: reviewing your situation before year-end so we can actually change the outcome. Most CPAs only do the first one. We do both, and we treat planning as its own service, not something that happens for free in a March phone call.

We do prepare individual and business returns, but our clients typically want more than a once-a-year transaction — they want a CPA who understands their business well enough to catch things before they become expensive. If you’re looking for a simple, low-touch filing relationship, we may not be the most cost-effective option for you, and that’s okay.

Personal returns are almost always part of a broader relationship — most of our individual clients are business owners whose personal returns we handle alongside their business returns, entity structure, and planning. We do occasionally take on personal-only returns for high-net-worth individuals with complex situations — investments, multiple income sources, real estate — but a standalone W-2 personal return with no business activity generally isn’t a good fit for our pricing model. If that’s what you need, a firm built around individual returns will likely be a better value for you.

Possibly — but we’re built for businesses managing real complexity: multiple entities, real estate, growing teams, or multi-state activity. If your business is a single entity with straightforward books, you may get better value from a smaller local firm. We’d rather tell you that up front than take you on and not be the right fit.

Bookkeeping and accounting are part of what we do for clients as part of a broader relationship, not a standalone service we compete on price for. If you need a dedicated bookkeeping-only provider, there are firms that specialize in exactly that. What we’re built for is combining clean books with the tax and advisory work that makes those numbers actually useful.

No — and we’d rather be upfront about that than have it become a surprise later. Ongoing accounting and tax engagements cover the scope we agree on together. Deeper advisory work — things like acquisition due diligence, entity restructuring, or standalone tax planning — is scoped and quoted separately based on what you need.

Very. We’re not a firm you hear from once a year in March. Multi-entity and real estate decisions — buying a property, adding an entity, taking on debt — need to be reviewed before they happen, not after. That only works if we’re actually talking throughout the year, not just during filing season.

Yes. We work with clients nationally, with particular depth in high-tax states like California and New York, where the stakes on planning are highest. Our team and process are built to support clients remotely.

We handle it — but it may be scoped separately if it’s outside what we agreed to originally. We’d rather have that conversation directly with you than surprise you with it after the fact.

Don’t Wait Until Filing Season to Find Out What the Tax Impact Is.

Share what you’re planning, what’s changing, or what’s already in motion. We’ll use that context to understand the right next step.

Tell Us a Little About Your Business.

A few details help us understand what you need before the first conversation.

Tell us who you are and
what you need