Last updated: April 1, 2026
YZ CPA LLC respects the privacy of our website visitors, clients, and prospective clients. This Privacy Policy explains how we collect, use, share, store, and protect information through our website, remote service workflow, and related communications. It is intended to provide transparent, professional notice for our public website and our client-facing service process.
YZ CPA LLC 尊重网站访问者、客户和潜在客户的隐私。本隐私政策说明我们如何通过网站、远程服务流程及相关沟通收集、使用、共享、保存和保护信息。本政策旨在为我们的公开网站和面向客户的服务流程提供清晰、专业的隐私说明。
1. Scope of This Policy | 适用范围
This Policy applies to information collected through yz-cpa.com, through secure document-sharing or intake workflows we provide, and through business communications related to accounting, tax preparation, advisory, payment, recruiting, and client support. In some cases, engagement letters, service agreements, or legally required professional notices may supplement this Policy.
本政策适用于通过 yz-cpa.com、我们提供的安全文件传输或资料收集流程，以及与会计、报税、咨询、付款、招聘和客户支持相关的业务沟通所收集的信息。在某些情况下，业务约定书、服务协议或法律要求的专业告知文件会对本政策作补充。
2. Information We May Collect | 我们可能收集的信息
Depending on how you interact with us, we may collect the following categories of information:
- Contact information: such as your name, email address, phone number, mailing address, company name, or similar business contact details.
- Client service information: such as tax forms, identification details, financial records, accounting records, income and expense records, filing history, and other information you provide for tax, accounting, payroll, advisory, or compliance services.
- Communication records: such as emails, messages, meeting notes, scheduling details, or information shared during phone or video consultations.
- Payment information: such as payment confirmations, transaction references, billing details, or wallet/payment platform information needed to document or process a payment you choose to make.
- Website usage information: such as IP address, browser type, device information, pages visited, referring pages, approximate location derived from IP, and basic technical logs used for site operation, security, and performance.
- Recruiting information: such as resume details, employment history, qualifications, language skills, and other information submitted through career inquiries.
根据您与我们的互动方式，我们可能收集以下类别的信息：
- 联系信息：例如姓名、电子邮件地址、电话号码、邮寄地址、公司名称或类似业务联系信息。
- 客户服务信息：例如报税表、身份识别信息、财务记录、会计记录、收入与支出资料、申报历史，以及您为报税、会计、薪资、咨询或合规服务提供的其他信息。
- 沟通记录：例如电子邮件、消息、会议记录、预约信息，或电话/视频会议中分享的信息。
- 支付信息：例如付款确认、交易编号、账单资料，或为记录和处理您所选择的付款方式而需要的钱包/支付平台信息。
- 网站使用信息：例如 IP 地址、浏览器类型、设备信息、访问页面、来源页面、基于 IP 推断的大致位置，以及用于网站运行、安全与性能的基础技术日志。
- 招聘信息：例如简历内容、工作经历、资格背景、语言能力，以及通过招聘咨询提交的其他信息。
3. How We Collect Information | 我们如何收集信息
We collect information directly from you, automatically through normal website operation, and from service-related sources as needed to provide professional services. For example, information may be collected when you browse our website, contact us, send documents, request remote service, attend a video consultation, submit payment, or apply for a position.
我们会直接向您收集信息，也会在网站正常运行过程中自动收集部分技术信息，并在提供专业服务所需时从服务相关来源获取信息。例如，当您浏览网站、联系我们、发送文件、申请远程服务、参加视频咨询、提交付款或申请职位时，我们可能会收集相关信息。
4. How We Use Information | 我们如何使用信息
We may use information we collect to:
- provide accounting, tax preparation, advisory, payroll, and related professional services;
- verify identity, review documents, prepare filings, and support client communications;
- manage remote service workflows, including secure file handling and video consultations;
- process, document, or reconcile payments and billing records;
- operate, maintain, secure, and improve our website, internal systems, and client workflow;
- respond to inquiries, schedule meetings, and communicate service updates;
- evaluate job candidates and manage recruiting communications;
- comply with legal, regulatory, ethical, tax, accounting, recordkeeping, and risk-management obligations.
我们可能将所收集的信息用于：
- 提供会计、报税、咨询、薪资及相关专业服务；
- 核实身份、审阅文件、准备申报资料并支持客户沟通；
- 管理远程服务流程，包括安全文件处理和视频咨询；
- 处理、记录或核对付款与账务资料；
- 运营、维护、保护并改进我们的网站、内部系统和客户服务流程；
- 回复咨询、安排会议并发送服务更新；
- 评估求职申请并管理招聘沟通；
- 履行法律、监管、职业道德、税务、会计、档案保存及风险管理义务。
5. How We Share Information | 我们如何共享信息
We do not disclose personal information more broadly than is reasonably necessary for the purposes described above. We may share information in the following circumstances:
- Service providers: with vendors that support website hosting, site security, cloud infrastructure, communications, file transfer, document storage, scheduling, or other business operations, subject to appropriate safeguards.
- Professional and legal compliance: where disclosure is required or appropriate to comply with law, regulation, court order, subpoena, tax authority requirement, professional obligation, fraud prevention, or the protection of rights and property.
- At your direction or with your consent: such as when you ask us to work with another advisor, payroll provider, financial institution, software platform, or payment platform.
- Business transitions: in connection with a merger, acquisition, financing, insurance claim, or sale of all or part of our business, subject to applicable confidentiality protections.
除为实现上述目的而合理必要的情形外，我们不会更广泛地披露个人信息。我们可能在以下情况下共享信息：
- 服务提供商：与支持网站托管、网站安全、云基础设施、通信、文件传输、文档存储、预约安排或其他业务运营的供应商共享，并要求其采取适当保护措施。
- 职业与法律合规：为遵守法律、法规、法院命令、传票、税务机关要求、职业义务、防止欺诈，或保护权利与财产而需要或适宜披露时。
- 经您指示或同意：例如您要求我们与其他顾问、薪资服务商、金融机构、软件平台或支付平台协作时。
- 业务变更：在合并、收购、融资、保险理赔或出售全部或部分业务过程中，在适用的保密保护下进行必要共享。
6. Cookies, Security Tools, and Technical Data | Cookie、安全工具与技术数据
Our website and service providers may use cookies, server logs, security tools, caching tools, or similar technologies for basic website functionality, fraud prevention, cybersecurity, performance optimization, and service diagnostics. These technologies may collect technical information such as IP address, browser information, device identifiers, pages visited, and approximate location derived from IP. You can control cookies through your browser settings, although some website functions may be affected.
我们的网站及相关服务提供商可能使用 Cookie、服务器日志、安全工具、缓存工具或类似技术，以实现基础网站功能、防欺诈、网络安全、性能优化和服务诊断。这些技术可能收集 IP 地址、浏览器信息、设备标识、访问页面以及基于 IP 推断的大致位置等技术信息。您可以通过浏览器设置控制 Cookie，但部分网站功能可能因此受到影响。
7. Remote and Cross-Border Services | 远程与跨境服务
YZ CPA LLC supports remote services for clients in the United States, mainland China, Taiwan, and other locations. If you choose to communicate with us remotely, upload documents, or participate in cross-border service workflows, your information may be transmitted to or accessed from the United States or other jurisdictions where our personnel or service providers operate. By using our services, you understand that data-protection rules may differ across jurisdictions.
YZ CPA LLC 为美国、中国大陆、台湾及其他地区客户提供远程服务。如果您选择远程沟通、上传文件或参与跨境服务流程，您的信息可能会被传输至美国或我们人员、服务提供商所在的其他司法辖区，或在这些地区被访问。使用我们的服务即表示您理解，不同司法辖区的数据保护规则可能存在差异。
8. Data Security | 数据安全
We use administrative, technical, and organizational safeguards designed to protect personal information and taxpayer data. These measures may include access controls, password protection, limited-role access, security monitoring, file-handling procedures, and other reasonable safeguards appropriate to the nature of the information we maintain. However, no method of internet transmission or electronic storage is completely secure, so we cannot guarantee absolute security.
我们采取管理、技术和组织层面的保护措施，以帮助保护个人信息和纳税人数据。这些措施可能包括访问控制、密码保护、按角色限制访问、安全监测、文件处理流程，以及与所保存信息性质相适应的其他合理保护手段。但任何互联网传输或电子存储方式都无法保证绝对安全，因此我们不能承诺绝对无风险。
9. Data Retention | 数据保存期限
We retain information for as long as reasonably necessary for the purposes described in this Policy, including to provide services, maintain records, meet tax, accounting, legal, regulatory, insurance, security, and dispute-resolution obligations, and enforce our agreements. Retention periods vary depending on the type of information, the services involved, and applicable professional or legal requirements.
我们会在为实现本政策所述目的而合理必要的期限内保存信息，包括提供服务、保存记录、履行税务、会计、法律、监管、保险、安全和争议处理义务，以及执行协议。保存期限会因信息类型、所涉服务以及适用的职业或法律要求而有所不同。
10. Your Rights and Choices | 您的权利与选择
Subject to applicable law and any professional or legal limitations, you may request to access, review, correct, update, or delete certain personal information we maintain about you. Depending on where you live, you may also have additional rights relating to data portability, appeal, or opt-out choices. We will consider and respond to requests in accordance with applicable law and our professional obligations.
Where required by applicable law, including certain U.S. state privacy laws, individuals may have rights to confirm whether personal data is being processed and to request access, correction, deletion, a portable copy of eligible data, or opt-out treatment for certain activities. If a legal exception or professional-retention obligation applies, we may limit or decline a request to the extent permitted by law.
在适用法律及职业或法律限制允许的范围内，您可以请求访问、查阅、更正、更新或删除我们保存的某些个人信息。根据您所在地区，您还可能享有与数据可携带、申诉或退出特定处理相关的额外权利。我们会依照适用法律和职业义务处理相关请求。
在适用法律要求的情况下，包括美国部分州的隐私法律，个人可能享有确认我们是否正在处理其个人数据，并请求访问、更正、删除、获取可携带数据副本，或就某些处理活动选择退出的权利。如果存在法律例外或职业档案保存义务，我们可能在法律允许范围内限制或拒绝相关请求。
11. Children’s Privacy | 儿童隐私
Our website and professional services are intended for adults, businesses, and tax or accounting clients. We do not knowingly collect personal information from children under 13 through our public website for marketing purposes. If you believe a child has provided personal information to us through the website inappropriately, please contact us so we can review and address the issue.
我们的网站和专业服务面向成年人、企业以及税务或会计客户。我们不会故意通过公开网站出于营销目的收集 13 岁以下儿童的个人信息。如果您认为有儿童通过本网站不当向我们提供了个人信息，请联系我们，以便我们审查并处理相关问题。
12. Third-Party Websites and Platforms | 第三方网站与平台
Our website may contain links to third-party websites, platforms, or tools. If you choose to use third-party services, their own privacy policies and terms will apply. We are not responsible for the privacy, security, or data practices of third parties that we do not control.
我们的网站可能包含指向第三方网站、平台或工具的链接。如果您选择使用第三方服务，其自身的隐私政策和条款将适用。对于我们无法控制的第三方之隐私、安全或数据处理做法，我们不承担责任。
13. Changes to This Policy | 本政策的变更
We may update this Privacy Policy from time to time to reflect changes in our services, website practices, legal requirements, or operational needs. When we make material changes, we will update the “Last updated” date above and post the revised version on this page.
我们可能会不时更新本隐私政策，以反映服务、网站实践、法律要求或运营需求的变化。如发生重大变更，我们会更新上方“最后更新”日期，并在本页面发布修订版本。
14. Contacting Us | 联系我们
If you have questions about this Privacy Policy or want to make a privacy-related request, please contact YZ CPA LLC through the client communication channel, intake method, or website contact path you use to work with us. We will review requests in a commercially reasonable manner and in accordance with applicable law and professional obligations.
如果您对本隐私政策有疑问，或希望提出与隐私相关的请求，请通过您与 YZ CPA LLC 往来的客户沟通渠道、资料收集方式或网站联系路径与我们联系。我们会以商业上合理的方式，并依照适用法律和职业义务审查相关请求。