PUNGELLO ADVISORY

Privacy Policy

Effective Date: 10/19/2026

At Pungello CPA LLC (doing business as Pungello Advisory Group), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect personal information through our website, www.pungellocpa.com, and in the course of providing our CFO advisory, accounting, tax, estate accounting, and transaction advisory services.

Information We Collect

We only collect personal information that is voluntarily provided or necessary to deliver our services. Information may be collected through forms, worksheets, or transaction records. This includes:

• Contact information you submit through our website contact form, such as your name, phone number, email address, and the details of your inquiry.
• Client information you provide during an engagement, such as financial records, tax documents, and business or personal identifying information.
• Payment information you enter when making a payment. Payments are processed by our third-party payment processor; we do not store full card or bank account numbers.
• Mobile phone numbers and text messaging consent, if you opt in to receive text messages from us.
• Website usage information collected automatically through cookies and similar technologies, such as pages visited, browser type, and referring site.

How We Use Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Provide, manage, and bill for our professional services
• Send appointment reminders, document requests, and account or service notifications
• Prepare and file returns and other filings you have engaged us to complete
• Improve our website and understand how visitors use it
• Comply with our legal, regulatory, and professional obligations

How We Share Information

We do not disclose nonpublic personal information about current or former clients except as required or permitted by law. We do not sell, rent, or share personal information, including names, email addresses, demographic information, or mobile data, with third parties for their marketing purposes. Specifically, no mobile information will be shared with third parties for marketing purposes.

We share nonpublic personal information only as needed to provide our services:

• With service providers who support our operations, such as tax and accounting software, our secure client platform, and payment processing providers, who are bound to protect it
• With taxing authorities as part of preparing and filing returns
• With your consent
• As required or permitted by law

Text Messaging (SMS)

If you opt in to receive text messages from Pungello CPA LLC, we collect your mobile phone number and your consent to receive messages. We use this information only to send the messages you agreed to, such as appointment reminders, document requests, and account or service notifications.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from all other sharing described in this policy and will not be shared with any third parties.

You can opt out at any time by replying STOP. For help, reply HELP or contact us at (848) 222-2520 or vincent@pungellocpa.com.

Cookies and Analytics

Our website uses cookies and similar technologies, including Google analytics tools and Facebook and LinkedIn tracking pixels, to understand how visitors use the site. You can disable cookies through your browser settings, though some site features may not work as intended.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect your personal information. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security.

Third-Party Links

Our website may link to third-party sites, such as our payment processor. We are not responsible for the privacy practices of those sites and encourage you to review their policies.

Children’s Privacy

Our website is not directed to children under 13, and we do not knowingly collect personal information from them through the website.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes take effect when posted on this page with a revised effective date.

Contact Us

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

Pungello CPA LLC
19 Round Hill Road, Jackson, NJ 08527
Phone: (848) 222-2520
Email: vincent@pungellocpa.com