Last updated: August 12, 2026
1. Information Collection, Utilization, and Sharing
Next Level CPA PLLC ("we," "our," or "us") collects customer information when you interact with our website, submit contact forms, book discovery calls or strategy meetings, or engage our accounting and tax services. This information includes:
- Personal Identifiers: Full name, email address, telephone number, and business/company name.
- Professional & Financial Data: Tax return documents, accounting records, financial statements, and communication history submitted via our web forms or secure client portals (such as TaxDome).
Utilization: We utilize this information to respond to client inquiries, schedule appointments, deliver professional tax preparation, outsourced accounting, and CFO advisory services, send document upload reminders, and provide ongoing account support.
Sharing & SMS Consent: We share information strictly as necessary to operate our business and deliver services to you (e.g., secure cloud hosting, communication providers like RingCentral, and tax software platforms). However, SMS Consent and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
2. SMS Messaging Communications & Consent
If you opt in to receive text messages from Next Level CPA PLLC, you may receive communications regarding client inquiries, appointment scheduling and reminders, tax return follow-ups, and TaxDome document request notifications. Message frequency varies (up to 5 messages per week). Standard message and data rates may apply. You can opt out at any time by replying STOP, or get help by replying HELP or visiting https://nxtlevelcpa.com.
3. Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to operate the site, understand how visitors use it, and measure the performance of our advertising.
Essential. Cookies and browser storage required for the site to function, including our appointment booking and chat features.
Analytics and advertising. We use Google Tag Manager and Google Ads conversion tracking. When you arrive from a Google ad, we store the advertising click identifier (gclid, gbraid, or wbraid) and campaign parameters in your browser so that a later form submission can be attributed to that ad. These identifiers are submitted with our web forms.
Embedded content. Pages on our site embed content from third parties including YouTube, Google Maps, and our scheduling and chat provider. These providers may set their own cookies when their content loads.
You can control or delete cookies through your browser settings. Disabling cookies may prevent parts of the site, including booking, from working correctly. We do not use cookies or tracking data to send you SMS messages, and we do not sell cookie or tracking data.
4. Data Security Practices
We take reasonable and appropriate measures to protect the information you provide.
Information submitted through our website is transmitted over encrypted HTTPS connections. Client documents and tax records are exchanged and stored through our secure client portal (TaxDome) rather than by email wherever possible. Access to client information is limited to Next Level CPA PLLC personnel who need it to deliver services, and our team accesses systems through individual accounts protected by strong authentication.
We retain client information for as long as needed to provide services and to meet our professional, legal, and tax recordkeeping obligations, after which it is securely disposed of.
No method of transmission or storage is completely secure, and we cannot guarantee absolute security. If you believe your information has been compromised, contact us immediately at info@sargiscpa.com or 704-981-1191.
5. Accessibility & Contact Information
This Privacy Policy is permanently linked from the footer and header of all pages on our website (https://nxtlevelcpa.com). If you have questions or concerns regarding our privacy practices, please contact us at:
Next Level CPA PLLC
Waxhaw, NC
Phone: 704-981-1191
Email: info@sargiscpa.com
Website: https://nxtlevelcpa.com