Effective Date: September 19, 2025

This Privacy Policy describes how Frederick & Rosen (“we”, “us”, “our”) collects, uses, discloses, and protects your personal information when you use our website https://www.fr-cpa.com/ (“Website”) or engage with our services.

1. Information We Collect

We collect information including but not limited to:

Personal Information You Provide: name, email address, phone number, mailing address, business name and type, tax or financial information you submit for accounting services, etc.
Automatic / Usage Data: IP address, browser type and version, operating system, pages viewed, time spent on pages, referring URL, links clicked, and other usage statistics.
Cookies and Tracking Technologies: as described in our Cookie Policy.

2. How We Use Your Information

We use your personal information to:

Provide, maintain, and improve our services;
Respond to your inquiries and fulfill your requests;
Prepare taxes, accounting records, financial statements, and related professional services;
Send you notices, updates, marketing, and promotional communications, if you have opted in;
Ensure website operation and security; detect and prevent fraud or other unlawful activity;
Comply with legal and regulatory obligations.

3. Sharing Your Information

We may share your information:

With employees, contractors, and affiliates who need it to perform services on our behalf;
With third-party service providers (e.g. hosting, analytics, email service providers), under confidentiality agreements;
If required by law (e.g. subpoenas, regulatory authorities), or to respond to legal process;
In connection with a merger, sale, asset transfer, or similar corporate transaction, with notice to you.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, or disclosure.

5. Data Retention

We will retain your personal information as long as needed for the purposes for which it was collected, to fulfill legal obligations, resolve disputes, enforce our terms, or otherwise as required.

6. Your Choices

You can update or correct your personal information by contacting us.
You may opt out of receiving promotional emails.
You can disable cookies via your browser, though this may affect site functionality.

7. International Users

If you are accessing from outside the U.S., please note that your information may be transferred to, processed in, and stored in the U.S. by us or our service providers, and your country’s data protection laws may differ. By using the Website, you consent to those transfers.

8. Children

Our website is not intended for use by children under 13. We do not knowingly collect personal information from children under 13.

9. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will post the updated policy on the Website, with the “Effective Date” updated.

10. Contact Us

Frederick & Rosen LTD
5922 Excelsior Blvd, Minneapolis, MN 55416
Phone: 952-929-8557