Privacy Policy

Last Updated: 12/04/25

At Gerald Omari CPA, your privacy and trust mean everything to us. As a tax and advisory firm, we understand that the information you share is deeply personal. This policy explains how we collect, use, and protect your information.

What Information We Collect
• Information you share with us directly, such as your name, email, phone number, address, and any tax or financial documents you choose to upload or send.
• Information collected automatically when you visit our website, such as IP address, device type, and pages visited.

How We Use Your Information
We use your information to:
• Communicate with you
• Provide tax and advisory services
• Prepare returns and filings
• Improve our website and client experience
• Meet legal and regulatory requirements

We never sell your information. Ever.

Who We Share Information With
We may share limited information with:
• Secure client portal providers
• Email and scheduling tools
• Regulatory agencies when required by law
• Our internal team members who support your service

How We Protect Your Information
We use secure systems, encryption, and industry‑standard safeguards to protect your information.

Your Rights
You may request that we update, correct, or remove your information where legally permissible.

Terms of Use

Welcome to our website. These terms clarify how you may use our online content and what you can expect when browsing our site.

General Information
All information on this site is meant to be helpful and educational. It is NOT tax, legal, accounting, or financial advice.

No CPA–Client Relationship
Simply visiting our site or sending a message does not create a professional relationship. We become your CPA only after both sides sign an engagement letter.

Use of Our Content
All text, images, and branding belong to Gerald Omari CPA. Please do not copy or reuse them without permission.

Limitation of Liability
We do our best to provide accurate information, but we cannot guarantee that everything on the site is complete or updated. We are not responsible for losses that come from relying on general website content.

External Links
Our site may link to other websites for your convenience. We are not responsible for their content or policies.

Governing Law
These terms follow the laws of the Commonwealth of Virginia.

Professional Disclaimer

The information on this website is intended to help you understand tax topics, but it is not a substitute for professional advice. Tax laws are complex, and every situation is different.

Nothing on this site should be used to:
• Make tax decisions
• File returns
• Interpret IRS rules
• Act as personalized guidance

If you need tailored advice, we’re here to help.

Email: GOmari@Geraldomaricpa.com
Phone: 703‑451‑0595

Engagement Disclaimer

We appreciate every inquiry we receive. However, contacting us does not automatically mean we represent you.

A CPA–client relationship begins only when:
1. We review your request,
2. We agree to take on the engagement, and
3. Both parties sign a formal engagement letter.

This ensures clarity and protects both parties.

To begin an engagement:
Email: GOmari@Geraldomaricpa.com
Phone: 703‑451‑0595

Confidentiality Statement

We take confidentiality seriously. As a CPA firm, we follow strict ethical and professional standards to safeguard your information.

Please note:
• Email is not always secure.
• Sensitive documents (SSNs, tax returns, income data) should be uploaded through our secure client portal rather than sent by regular email.

We use strong protection methods, but no system is 100% perfect. If you need guidance on how to send documents safely, please reach out.

Email: GOmari@Geraldomaricpa.com
Phone: 703‑451‑0595

ADA Accessibility Statement

We want our website to be accessible to everyone, including individuals with disabilities.

Our efforts include:
• Providing text alternatives where possible
• Maintaining clean, readable layouts
• Improving keyboard and screen‑reader usability
• Monitoring accessibility best practices

If you face any difficulty using our site, please contact us. We will make every reasonable effort to assist you.

Email: GOmari@Geraldomaricpa.com
Phone: 703‑451‑0595

Cookie & Tracking Policy

Our website uses cookies and basic tracking tools to help us:

• Understand how visitors use our site
• Improve performance and user experience

Cookies may collect anonymous information such as device type and pages visited. You can disable cookies in your browser settings.

For questions about our cookie practices:
Email: GOmari@Geraldomaricpa.com
Phone: 703‑451‑0595