Privacy Policy

HA Strategy LLC
Effective Date: May 6, 2026
Last Updated: May 6, 2026

HA Strategy LLC (“HA Strategy,” “we,” “us,” or “our”) is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information in connection with our website located at https://hastrategy.com and our professional tax preparation, accounting, and financial services (collectively, the “Services”).

By using our website or engaging our Services, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of our website and Services.

1. Who We Are

HA Strategy LLC is a tax preparation and accounting firm led by Rodney Harrigan, EA (Enrolled Agent). We are headquartered at:

3115 W Columbus Dr, Suite 111, Tampa, FL 33607

Phone: +1 (951) 370-1387

Email: contact@hastrategycpa.com

2. Information We Collect

2.1 Information You Provide Directly

When you engage our Services or contact us, we may collect:

Full name, address, date of birth, and Social Security Number or Individual Taxpayer Identification Number (ITIN)
Contact information including email address and phone number
Financial information including income, deductions, tax returns, bank account details for refunds or payments, and supporting financial documents
Business information including entity type, Employer Identification Number (EIN), financial statements, and payroll records
Documents uploaded through our secure client portal (Intuit platform or other third-party portals we may use)
Information submitted through our website contact form, including name, phone number, email address, and message content

2.2 Information Collected Automatically

When you visit our website, we and our third-party service providers may automatically collect:

IP address and approximate geographic location
Browser type, device type, and operating system
Pages visited, time spent on pages, and referring URLs
Cookie identifiers and usage data (see our Cookie Policy for details)

2.3 Information from Third Parties

We may receive information from third-party platforms used in connection with our Services, such as our secure document portal provider, scheduling tools, or communication platforms. We only use such information to the extent necessary to provide our Services.

3. How We Use Your Information

We use the information we collect for the following purposes:

To provide, manage, and improve our tax preparation, accounting, bookkeeping, and related professional services
To communicate with you regarding your engagement, appointments, deadlines, and service updates
To comply with our legal and professional obligations as a tax preparation and accounting firm, including obligations under IRS regulations and Florida law
To process payments and maintain billing records
To respond to inquiries submitted through our website or by phone or email
To analyze website usage and improve our website’s performance using analytics tools
To protect against fraud, unauthorized access, and other security threats
To send administrative notices, reminders, or updates relevant to your engagement with us

We do not use your personal information for automated decision-making or profiling that produces legal or similarly significant effects without your consent.

4. Legal Basis and Confidentiality

As a professional tax services firm operating in Florida and engaging with the Internal Revenue Service (IRS), we are subject to strict confidentiality requirements under:

Internal Revenue Code Section 7216 and related regulations governing the disclosure and use of tax return information
Gramm-Leach-Bliley Act (GLBA), which requires financial services firms to safeguard non-public personal information
Florida Information Protection Act (FIPA), Fla. Stat. § 501.171, which governs the security of personal information of Florida residents

We will not disclose your tax return information or other confidential personal information to third parties without your written consent, except as required by law or regulation, or as necessary to provide the Services you have engaged us to perform.

5. Sharing of Information

We do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:

Service Providers: We may share information with third-party vendors and platforms that assist us in delivering our Services, including secure document portals, scheduling tools, communication platforms, and payment processors. These providers are contractually required to protect your information and may only use it to perform services on our behalf.
Government Authorities and Regulatory Bodies: We may disclose information to the IRS, state tax agencies, or other regulatory bodies as required by law or as necessary to complete your tax filings and respond to inquiries.
Legal Requirements: We may disclose information if required to do so by law, court order, subpoena, or other legal process, or to protect the rights and safety of HA Strategy, our clients, or others.
Business Transfers: In the event of a merger, acquisition, or transfer of all or part of our business, personal information may be transferred to the successor entity, subject to equivalent privacy protections.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, and destruction. Client documents are handled through secure, encrypted platforms as required by professional standards and applicable law.

No method of data transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security. In the event of a data breach affecting your personal information, we will notify you as required under Florida Information Protection Act (FIPA), Fla. Stat. § 501.171.

7. Data Retention

We retain your personal and tax-related information for as long as necessary to fulfill the purposes described in this Privacy Policy, to comply with our legal and professional obligations (including IRS recordkeeping requirements), and to resolve disputes. Typically, tax-related records are retained for a minimum of seven (7) years in accordance with IRS guidelines and Florida professional standards.

8. Your Rights

Depending on your location and applicable law, you may have the right to:

Access the personal information we hold about you
Request correction of inaccurate or incomplete information
Request deletion of your personal information, subject to our legal and professional retention obligations
Withdraw consent where we rely on consent as the legal basis for processing
Lodge a complaint with the Florida Attorney General’s Office or another relevant authority

To exercise any of these rights, please contact us at contact@hastrategycpa.com. We will respond to your request within a reasonable time and in accordance with applicable law.

9. Children’s Privacy

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

10. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties, and this Privacy Policy does not apply to them. We encourage you to review the privacy policies of any third-party sites you visit.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post the updated policy on our website with a revised effective date. Your continued use of our website or Services after such updates constitutes your acceptance of the revised policy.