Last updated: October 26, 2026
Welcome to Rood & Dinis, LLP website. Rood & Dinis, LLP has created this statement so that you understand the specific ways in which we demonstrate our respect for your privacy. We appreciate and value that you entrust us with your sensitive personal information, and the primary guide in our privacy policy is our professional and personal commitment to ensuring that you have confidence in our professionalism and dedication to client service.
The core of our commitment is that we do not share any of the personal information that you entrust to us with any third parties for their marketing purposes. We treat your personal information with the utmost respect consistent with this privacy policy.
Personal Information Collected
We collect personal information about you for the purpose of offering or furnishing our products and services to you. The types of personal information we collect may include:
- Contact information, such as name, mailing and e-mail address.
- Information we receive from you on tax organizers, applications, or other forms. This information may include your social security number, assets, and income.
- Bank details and financial history, including your transactions with us.
- Information you may authorize us to obtain from others, such as consumer credit reports and medical information.
- Information we receive from prospective client meetings.
- Information from public sources (such as web directories and information).
- Information provided to Rood & Dinis for its own uses.
- Information about how you use our website, such as the pages you view and the files you download, collected through website analytics (see “Website Analytics and Cookies” below).
We do not ask you for personal information on our website unless you choose to give it to us. For example, you may submit a consultation request through the form on our Contact page. Like most websites, we also receive some technical information automatically when you visit, such as your IP address, browser type, device, and the pages you view (see “Website Analytics and Cookies” and “Third-Party Services on Our Website” below). We use the information you give us only as needed to respond to your request and provide our services. Our firm does not disclose personally identifying information other than as described in this policy. You are never required to give us personal information, though not doing so may prevent you from using certain parts of the website, such as requesting a consultation.
Contact and Consultation Requests
The Contact page of our website has a form you can use to ask for a consultation. The form asks for your full name and email address (required) and, if you choose, your phone number and your company or organization. You also choose an area of interest and your preferred way to connect (phone, email, or video call), and you may write a message about how we can help. To submit the form you must check a box agreeing to be contacted about your request.
We use this information only to respond to your request, to schedule a conversation, and to evaluate how we may be able to help you. We do not sell your information or share it with third parties for their marketing.
When you submit the form, it is sent as an email from website@roodcpas.com to our firm’s info@roodcpas.com mailbox. The email is delivered through Microsoft 365 (Microsoft Graph), a service hosted by Microsoft, and your request is handled as email within our Microsoft 365 mailbox. A member of our firm will reply to you personally, normally within one business day.
Please do not send sensitive documents or tax-return information, such as Social Security numbers, bank account numbers, tax returns, or other sensitive financial documents, through the website form or by ordinary email. If we need those from you, please use the secure client portal (Firm360) that our firm provides.
Scheduling a Time
The Contact page has a “Book a time” button that opens our scheduling page in a new browser tab. That page is provided by Microsoft Bookings, part of Microsoft 365, and is operated by Microsoft. Information you enter there is collected by Microsoft on our behalf and is used by us to schedule and hold your appointment. Microsoft’s handling of information is described in Microsoft’s own privacy statement.
Disclosure and Transfer of Personal Information
Rood & Dinis, LLP respects your privacy. We disclose personal information only to those employees and service providers who (i) need to know that information in order to provide requested client services, and (ii) have agreed not to disclose it to others. Rood & Dinis, LLP does not otherwise share any personal information with third parties who are not service providers unless otherwise required or authorized by applicable law.
Our firm does not send marketing emails or newsletters. We may send printed marketing materials, such as flyers, by postal mail to business and organization addresses. Anyone can ask us to stop by calling any of our offices listed below or emailing info@roodcpas.com. Submitting the website consultation form does not enroll you in any mailing list.
We may disclose information to comply with applicable laws and regulations, such as to respond to a subpoena or similar legal process, to protect against misuse or unauthorized use of our website, to limit our legal liability, and to protect our rights or to protect the rights, property, or safety of visitors of this website or the public, and to otherwise cooperate with law enforcement or regulatory authorities.
We may transfer or share a copy of personal information about you if Rood & Dinis, LLP goes through a business transition, such as a merger, being acquired by another company, or selling a portion of its assets. You will be notified via email or prominent notice on our website prior to a change of ownership or control of your personal information, if your personal information will be used contrary to this policy.
Nothing in this Privacy Policy is intended to interfere with the ability of Rood & Dinis, LLP to transfer all or part of its business and/or assets to an independent third party at any time, for any purpose, without any limitation. Rood & Dinis, LLP specifically reserves the right to transfer or share a copy of personally identifiable information collected to the buyer of that portion of its business relating to that information.
Such transfers may involve the transfer of your information between jurisdictions and outside of the jurisdiction in which you submitted your information. Please do not provide us any information that you do not wish to be transferred between these entities.
Data Retention
Rood & Dinis, LLP may retain your Personal information as long as necessary for the provision of the services, internal analytical purposes, or to comply with its legal obligations, resolve disputes and enforce agreements (e.g. settlement). The criteria used to determine the retention periods include: (i) how long the personal data is needed to provide the services and operate the business; (ii) the type of personal data collected; and (iii) whether we are subject to a legal, contractual or similar obligation to retain the data (e.g., mandatory data retention laws, government orders to preserve data relevant to an investigation, or data that must be retained for the purposes of litigation or disputes).
Consultation requests sent through our website form are kept as emails in our firm’s Microsoft 365 mailbox. We keep them only as long as needed to respond to you and for our ordinary business records. If you become a client, the information becomes part of your client file and is kept as described above. You may ask us to delete your request by contacting us using the details below, subject to legal and professional record-keeping obligations. Website analytics data is kept according to the retention settings in our Google Analytics account.
Security
Rood & Dinis, LLP takes reasonable measures to protect against the unauthorized access, use, alteration, or destruction of personal information. Because email and website forms are not a fully secure way to send sensitive information, please do not send Social Security numbers, bank details, tax-return information, or other sensitive documents through the website contact form or by ordinary email. Please use the secure client portal (Firm360) that our firm provides to share documents with us; if you are not sure how to send something, call us first.
Children
In order to respect the privacy of minors, Rood & Dinis, LLP does not knowingly collect, maintain or process personal Information submitted online via our Internet Services by anyone under the age of 18.
California Privacy Rights
California Civil Code Section 1798.83 allows California residents to request information about whether a business has disclosed personal information to third parties for those third parties’ direct marketing purposes. We do not share personal information with third parties for their direct marketing purposes. If you are a California resident and would like to make a request or ask about this, please contact us using the details at the bottom of this policy.
Third-Party Services on Our Website
To run and protect our website we use the following services. When you use the related part of the site, these providers may receive technical information such as your IP address and browser details:
- Cloudflare Turnstile helps us make sure that the contact form is being used by a person and not an automated program (spam protection). Cloudflare may receive technical data, such as your IP address and browser signals, to do this.
- Microsoft 365 and Microsoft Bookings deliver our website form emails and run our online scheduling page, as described above.
- Google Fonts supplies the typefaces used on our pages, which are loaded from Google’s servers.
- OpenStreetMap supplies the map tiles shown on our Contact page, which are loaded from OpenStreetMap’s servers.
- Google Analytics helps us understand how the site is used (see “Website Analytics and Cookies” below).
Our site also links to other websites and services, including our client portal (provided by Firm360) and map directions. When you follow those links, the other service’s own privacy practices apply.
Website Analytics and Cookies
“Cookies” are small files that a website places in your browser. This website uses Google Analytics, through the MonsterInsights plugin, to understand how visitors use the site, such as which pages are viewed, how visitors arrive, and which links and downloadable files (such as PDFs) are clicked. Google Analytics sets cookies named “_ga” and “_ga_” followed by an identifier in your browser, and Google receives information such as your IP address and browser and device details. We use this information to understand and improve our website. These cookies are not needed for the website or the contact form to work.
Our pages also load fonts from Google Fonts, so Google’s servers receive your IP address and browser details when a page loads. Our web hosting and security tools may also keep standard server and security logs.
You can control or block cookies through your browser settings; your browser’s help function should tell you how. You can also block Google Analytics by installing Google’s Analytics opt-out browser add-on, available at tools.google.com/dlpage/gaoptout. To learn how Google uses information from sites that use its services, see policies.google.com/technologies/partner-sites.
Privacy Policy Changes
Although most changes are likely to be minor, Rood & Dinis, LLP may change its Privacy Policy from time to time, and at our firm’s sole discretion. Our firm encourages visitors to check this page for any changes to its Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change.
Contact Us
If you have any questions or comments about this Privacy Policy, or want to ask about information you have given us, please contact Rood & Dinis, LLP at info@roodcpas.com, or at any of our offices:
- Sacramento Corporate Office: 715 University Avenue, Sacramento, CA 95825 — (916) 929-4450
- Folsom: 1180 Iron Point Rd, Suite 160, Folsom, CA 95630 — (916) 496-9149
- Palo Alto: 3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306 — (650) 316-5100 — By appointment only, or we’ll come to you
