Privacy Policy

Haven Group CPAs & Advisors
 Effective Date: May 22, 2025

1. Overview

At Haven Group CPAs & Advisors ("Haven", "we", "us", or "our"), your privacy is our priority. We are committed to maintaining the confidentiality, integrity, and security of personal and financial information entrusted to us. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website or engage with our services.


This policy applies to all visitors, clients, and users of our services and website, www.havencpa.com, in accordance with Michigan state law and applicable U.S. privacy regulations.


2. Who We Are

Haven Group CPAs & Advisors

Phone: (734) 246-9240

Email: info@havencpa.com

Website: https://www.havencpa.com


We are a full-service accounting and advisory firm based in Michigan, offering tax, compliance, financial planning, consulting, and other related services to individuals, businesses, and nonprofit organizations.


3. Information We Collect

We collect information in the following ways:


a. Information You Provide Directly

  • Name, email address, phone number, and mailing address
  • Social Security Number or Tax Identification Number (only when legally necessary)
  • Financial records, income details, and tax documentation
  • Business ownership or employee information
  • Login credentials if accessing a client portal
  • Payment and billing information


b. Information We Collect Automatically

  • IP address, device type, and browser type
  • Pages visited, session duration, and interaction behavior (via cookies or analytics tools)
  • Location data (approximate geolocation via IP)


c. Information from Third Parties

  • Public databases or credit reporting agencies (if required)
  • Government or regulatory bodies (IRS, Michigan Treasury)
  • Your other service providers with your permission


4. How We Use Your Information

We use the information collected to:

  • Deliver and manage accounting, tax, and advisory services
  • File tax documents and fulfill compliance obligations
  • Communicate with you regarding your account or services
  • Respond to questions, requests, or support needs
  • Process payments and invoices
  • Comply with legal, regulatory, or professional obligations
  • Improve our website and customer service experience


5. Legal Basis for Processing (if applicable under GDPR)

For users visiting from outside the U.S. (e.g., EU), we process personal data based on:

  • Your consent
  • Performance of a contract
  • Compliance with legal obligations
  • Legitimate interests (e.g., fraud prevention, website improvement)


6. How We Share Your Information

We do not sell or rent your personal information. We may share your information with:

  • Internal staff and contractors on a need-to-know basis
  • Third-party vendors (e.g., cloud storage, tax filing systems, payment processors) under strict data processing agreements
  • Government agencies (e.g., IRS, Michigan Department of Treasury) when legally required
  • Legal professionals or auditors when necessary for compliance or legal representation
  • Any party with your consent or upon your instruction


7. Data Retention

We retain your information for as long as necessary to:

  • Provide services and maintain accurate records
  • Comply with federal and state tax laws (typically 7 years minimum)
  • Fulfill contractual or legal obligations
  • Support audits or legal investigations


8. Your Rights and Choices

Under Michigan law and applicable federal regulations, you may:

  • Request access to your personal data
  • Request corrections or updates to inaccurate information
  • Request deletion of non-essential information (when permissible)
  • Withdraw consent for marketing communications at any time


To exercise your rights, contact:

📧 info@havencpa.com

📞 (734) 246-9240


9. Data Security

We implement administrative, physical, and technical safeguards to protect your data. This includes:

  • Secure encrypted storage
  • Multi-factor authentication for staff access
  • Firewalls and intrusion detection systems
  • Regular employee training on confidentiality and compliance


However, no system can guarantee 100% security. Please contact us immediately if you believe your data has been compromised.


10. Cookies & Tracking Technologies

Our website uses cookies and analytics tools (e.g., Google Analytics) to:

  • Track visitor behavior and improve performance
  • Remember user preferences and device details
  • Analyze web traffic sources and trends


You can disable cookies in your browser settings, but this may affect site functionality.


11. Third-Party Links

Our website may contain links to external websites. We are not responsible for their privacy practices. Please review their policies before providing personal information.


12. Children’s Privacy

We do not knowingly collect information from individuals under 13 years of age. If we learn that we have collected such information, we will delete it promptly.


13. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. The most current version will always be posted on our website with the revised effective date.


14. Contact Us

If you have questions about this policy or your personal data, please reach out:


Haven Group CPAs & Advisors

📞 (734) 246-9240

📧 info@havencpa.com

🌐 https://www.havencpa.com