> Privacy Policy

Privacy Policy

Privacy Policy

Last updated: October 14, 2026

Mandala CPA PLLC (“Mandala CPA,” “we,” “us”) respects your privacy. This policy explains what information we collect through mandalacpa.com, how we use it, and the choices you have.

Information we collect

Information you give us. When you fill out our contact form, book a discovery call or email us, we collect what you share, such as your name, email address, organization name, annual budget range, the services you’re interested in and your message.

Information collected automatically. Like most websites, our hosting provider and site software may record basic technical information, such as your IP address, browser type and the pages you visit, and may use cookies the site needs to work properly.

How we use it

  • To respond to your message and schedule calls
  • To understand whether we’re a good fit for your organization
  • To send you information you asked for
  • To keep the website secure and working

We don’t sell or rent your personal information, and we don’t use it for third-party advertising.

Third-party services

Our website uses a few outside services: Calendly to schedule calls, Trustindex to display our Google reviews, Google Fonts, and our secure client portal. We also link to our LinkedIn, Facebook and Instagram pages. When you use these services, their own privacy policies apply.

Client information

Information our clients share with us during an engagement is covered by our engagement letter and by the professional confidentiality rules that apply to CPAs, not by this website policy.

Please don’t send tax returns, Social Security numbers, bank details or other sensitive documents through the contact form or by email. Clients receive access to a secure portal for that.

How we protect and keep information

We use reasonable safeguards to protect the information you send us. We keep inquiry information only as long as we need it to respond to you and for our normal business records.

Your choices

You can ask us to access, correct or delete the information you sent us through this website by emailing info@mandalacpa.com.

Children

Our website is meant for nonprofit leaders and is not directed to children under 13. We don’t knowingly collect information from children.

Changes to this policy

We may update this policy from time to time. When we do, we’ll change the date at the top of this page.

Contact us

Mandala CPA PLLC
1765 Greensboro Station Pl, 9th Floor, Tower 1
McLean, VA 22102
info@mandalacpa.com