Privacy Policy

Last Updated: September 26, 2025

This Privacy Policy describes how Healey & Associates (“we,” “us,” or “our”) collects, uses, and discloses your personal information when you visit our website (the “Site”) and use our services.

Information We Collect

We may collect personal information that you provide to us and information that is automatically collected when you use our Site.

1. Information You Provide:

Contact Information: Name, email address, phone number, and postal address when you fill out a contact form or communicate with us.
Payment Information: Credit card numbers and billing information when you make a payment for our services through our online portal. This information is processed by our secure third-party payment processor.
Professional Information: Information related to your financial or business situation that you provide in the course of engaging our services.

2. Information Collected Automatically:

Log and Usage Data: Our servers may automatically log information like your IP address, browser type, operating system, referring URLs, and pages visited.
Cookies and Tracking Technologies: We use cookies to operate and administer our Site, gather usage data, and improve your experience. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

How We Use Your Information

We use the information we collect for various purposes, including to:

Provide, operate, and maintain our services.
Process your payments and transactions.
Communicate with you, including responding to your inquiries and sending you relevant information.
Improve our Site and services.
Comply with legal obligations.

Sharing Your Information

We do not sell your personal information. We may share your information in the following circumstances:

Service Providers: With third-party vendors who perform services on our behalf, such as payment processing, website hosting, and email delivery.
Legal Requirements: If required to do so by law or in response to valid requests by public authorities.

Your Rights Under the California Consumer Privacy Act (CCPA)

If you are a California resident, you have the following rights:

Right to Know: You have the right to request that we disclose what personal information we collect, use, and disclose.
Right to Delete: You have the right to request the deletion of your personal information that we have collected.
Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.

To exercise these rights, please contact us using the information below. We will need to verify your identity before processing your request.

Data Security

We implement reasonable security measures to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure.

Children’s Privacy

Our Site is not intended for use by children under the age of 13, and we do not knowingly collect personal information from children under 13.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

Phone: 760.320.2107
E-mail: rs@healeycpas.com
Postal Address: 72100 Magnesia Falls Drive, Suite 4, Rancho Mirage, CA 92270