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Skyline Financial Management is owned and operated by a licensed CPA. However, it is not a CPA firm and does not provide audit or attestation services.

Privacy Policy Looking to get informed insights from a licensed Houston CPA? Find out how Skyline Financial Management, led by Zahra Samji, supports clients responsibly to tackle their taxes.

Last Updated: October 27, 2025

1. Introduction and Our Commitment to Your Privacy

Skyline Financial Management (“the Firm,” “we,” “us,” “our”) is dedicated to protecting the confidentiality and security of the personal and financial information we collect. This Privacy Policy outlines our practices and procedures regarding the collection, use, disclosure, and protection of your information when you visit our website, https://www.skylinefinancialcpa.com/ (the “Site”), or engage our professional consulting services (the “Services”).

This Privacy Policy explains what information we collect, why we collect it, how we use and share it, and the rights you have concerning your data. By using our Site or engaging our Services, you consent to the data practices described in this policy. This Privacy Policy should be read in conjunction with our Terms and Conditions.

2. The Information We Collect

We collect information to provide and improve our Services, communicate with you, and meet our legal and professional obligations. The information we collect can be categorized as follows:

A. Personal Information You Provide Directly to Us:

This is information that you voluntarily provide when you engage our Services, fill out a contact form, or communicate with us. Due to the nature of our tax and financial consulting services, this may include highly sensitive data. Examples include:

  • Contact Information: Your full name, email address, physical address, and phone number.
  • Identification Information: Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), date of birth, and driver’s license or other government-issued ID numbers.
  • Financial Information: Income, investment details (stocks, bonds, dividends), expenses, bank account information, property records, tax history, and other financial data necessary to perform our advisory services.
  • Business Information: If applicable, your business name, Employer Identification Number (EIN), financial statements, payroll data, and sales and tax records.
  • Communications: Any correspondence, feedback, or inquiries you submit to us.

B. Information We Collect Automatically (Website Usage Data):

When you visit our Site, we may automatically collect certain technical information about your device and browsing activity. This information helps us understand how visitors use our Site and improve its functionality. This data includes:

  • Log Data: Your Internet Protocol (IP) address, browser type and version, operating system, the pages you visit on our Site, the time and date of your visit, and the time spent on those pages.
  • Cookies and Tracking Technologies: We use cookies (small text files placed on your device) and similar technologies to enhance your experience, analyze site traffic, and maintain session information. You can control the use of cookies at the individual browser level.

3. How We Use Your Information

Our use of your personal information is purposeful and limited to legitimate business and legal functions. We use the information we collect for the following reasons:

  • To Provide and Manage Our Services: To fulfill our obligations under an Engagement Letter, including providing tax analysis, consulting on financial matters, and preparing related documentation.
  • To Communicate With You: To respond to your inquiries, schedule consultations, send important notices about our Services, and provide client support.
  • For Legal and Compliance Purposes: To comply with applicable laws, regulations, and professional standards of conduct. This includes record-keeping obligations required by tax authorities and professional bodies.
  • To Maintain and Improve Our Site: To analyze usage trends, administer the website, prevent fraud, and enhance the security and user experience of our Site.
  • For Billing and Account Management: To process payments, generate invoices, and manage client accounts.

WE DO NOT SELL YOUR PERSONAL INFORMATION. We do not rent, sell, or share your personal information with third parties for their own marketing purposes.

4. How and Why We Share Your Information

We do not disclose your personal information except in the limited circumstances described below:

  • With Your Express Consent: We may share your information with third parties (such as a mortgage broker, attorney, or financial planner) when you have provided your explicit, written consent to do so.
  • Third-Party Service Providers: We may share information with trusted third-party vendors who perform services on our behalf, such as secure cloud storage providers, practice management software platforms, and email communication services. These providers are contractually obligated to maintain the confidentiality and security of your information and are prohibited from using it for any other purpose.
  • As Required by Law: We may disclose your information if we are required to do so by law, regulation, or in response to a valid legal process, such as a court order, subpoena, or government investigation.
  • To Protect Our Rights: We may disclose information where we believe it is necessary to enforce our Terms and Conditions, protect the security or integrity of our Services, or protect our rights, property, or the safety of our firm, our clients, or others.

5. Data Security Measures

We take the security of your personal information very seriously and have implemented a combination of technical, administrative, and physical safeguards to protect it from unauthorized access, use, disclosure, or destruction. These measures include:

  • Technical Safeguards: Using encryption for sensitive data both in transit and at rest, employing secure networks, and implementing access controls to limit who can view your information.
  • Administrative Safeguards: Maintaining strict internal confidentiality policies, providing training to personnel on data security, and executing confidentiality agreements with all third-party service providers.
  • Disclaimer: While we implement robust security measures, no method of transmission over the Internet or electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.

6. Data Retention Policy

We will retain your personal information only for as long as is necessary to fulfill the purposes for which it was collected, and to comply with our legal, professional, and regulatory obligations. This includes retaining records as required by federal and state tax laws, which may require us to hold your information for a period of several years even after our engagement with you has ended. Once the retention period expires, we will securely destroy or anonymize your information.

7. Your Rights and Choices Regarding Your Information

You have certain rights regarding the personal information we maintain about you.

  • Access and Correction: You have the right to request access to the personal information we hold about you and to request that we correct any inaccuracies.
  • Opt-Out of Communications: You may opt-out of receiving non-essential (e.g., marketing) communications from us by following the unsubscribe instructions in those emails or by contacting us directly.
  • Cookie Management: You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

8. Children’s Privacy

Our Site and Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal information from a child, we will take steps to delete such information from our records promptly.

9. Links to Third-Party Websites

Our Site may contain links to other websites that are not operated by us. If you click on a third-party link, you will be directed to that third party’s site. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We strongly advise you to review the privacy policy of every site you visit.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the new policy on this page and updating the “Last Updated” date at the top. Your continued use of our Site or Services after any changes constitute your acceptance of the new Privacy Policy.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please do not hesitate to contact us through the contact information provided on our Site.

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