Legal & Privacy Notices

Information We Collect

Information you provide directly. When you complete a contact form, subscribe to our newsletter, request a consultation, or correspond with us by email, you may provide your name, email address, phone number, company name, and a description of your inquiry. We collect only what is necessary to respond to your request and deliver the services you engage us for.

Information collected automatically. When you visit r2.cpa, our systems may collect certain technical data, including your IP address, browser type, operating system, referring URL, pages visited, time spent on each page, and the date and time of your visit. This data is collected through standard web server logs and analytics tools.

Cookies and similar technologies. We use cookies and comparable technologies to understand how visitors interact with our website, to maintain functionality, and to improve user experience. You can manage cookie preferences through your browser settings. Disabling cookies may affect certain features of the site.

How We Use Information

• To respond to inquiries and facilitate consultations
• To deliver advisory, accounting, tax, and financial services you have engaged us to provide
• To communicate relevant updates, insights, or service information where you have opted in
• To maintain, improve, and secure our website and systems
• To comply with legal and regulatory obligations, including those governing CPA practice
• To analyze site usage in aggregate for the purpose of improving content and user experience

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

Information Sharing

Service providers. We work with technology and infrastructure providers — including hosting, analytics, email delivery, and client portal platforms — that process data on our behalf under contractual confidentiality obligations.

Legal and regulatory requirements. We may disclose information where required by law, regulation, legal process, or professional standards — including obligations under Virginia CPA practice regulations and AICPA professional standards.

Professional engagement. Information you provide in connection with a professional advisory engagement is governed by the engagement letter and applicable professional standards, which provide additional layers of confidentiality beyond this privacy policy.

We do not share your information with unrelated third parties for purposes unrelated to our services.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect the information we collect and process. These include encrypted data transmission (TLS/SSL), access controls, and secure file-sharing infrastructure, including our client portal. While no system is entirely immune to risk, we apply the same standard of operational integrity to data protection that we apply to client financial systems.

Data Retention

We retain personal information for as long as it is necessary to fulfill the purpose for which it was collected, to comply with legal and professional retention requirements, or to resolve disputes. Contact form submissions and general inquiries are retained for a reasonable period and then securely deleted unless they are associated with an active client engagement.

Your Rights and Choices

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to access, correct, delete, or restrict processing of your data. Virginia residents may have additional rights under the Virginia Consumer Data Protection Act (VCDPA).

To exercise any of these rights, or to ask questions about our privacy practices:

We will respond to verified requests within the timeframes required by applicable law.

Third-Party Links

Our website may contain links to third-party websites, tools, or platforms. We are not responsible for the privacy practices or content of those external sites. We encourage you to review their privacy policies independently.

Children's Privacy

Our website and services are not directed to individuals under the age of 16. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without appropriate consent, we will take steps to delete it promptly.

Changes to This Policy

We may update this privacy policy from time to time to reflect changes in our practices, technologies, or legal requirements. The effective date at the top of this page indicates when the policy was most recently revised.

Nature of Content

The information on this website is provided for general informational purposes only. Nothing on r2.cpa constitutes professional accounting advice, tax advice, legal advice, or a formal advisory opinion. The content published here reflects general perspectives on financial strategy, operational finance, and related topics — it does not address any individual's or organization's specific circumstances.

Professional advisory services from R² Advisors are delivered exclusively under signed engagement letters that define scope, responsibilities, and applicable professional standards. No professional relationship is formed through use of this website, submission of a contact form, or subscription to communications.

Professional Standards

R2 Advisors PC is a professional corporation licensed in the Commonwealth of Virginia. Our professionals are Certified Public Accountants licensed by the Virginia Board of Accountancy and subject to the professional standards, ethics, and regulations of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of CPAs (VSCPA).

The standards governing our professional engagements are defined by applicable AICPA Statements on Standards for Accounting and Review Services (SSARS), Statements on Standards for Tax Services (SSTS), and related professional guidance — not by these website terms.

Intellectual Property

All content on r2.cpa — including text, graphics, logos, frameworks, models, and site design — is the property of R2 Advisors PC and is protected by applicable copyright and intellectual property laws.

You may reference and link to our content for non-commercial purposes with appropriate attribution. You may not reproduce, republish, or redistribute our content in bulk or for commercial purposes without written permission.

The R² Advisors name, the "Reality × Reflection = Clarity" framework, the Integrated Thinking Model, and the Financial Strategy Integration Framework (FSIF) are proprietary to R2 Advisors PC.

Use of the Site

You agree to use this website only for lawful purposes and in a manner consistent with these terms. You agree not to:

• Attempt to gain unauthorized access to any part of the site, server, or connected systems
• Use any automated system to access the site in a manner that exceeds reasonable use
• Misrepresent your identity or affiliation when submitting inquiries
• Use content from this site to create competing materials or services without authorization

Disclaimers

This website is provided "as is" without warranties of any kind, express or implied. We make reasonable efforts to maintain accurate, current information, but we do not guarantee the completeness, reliability, or applicability of any content to your specific situation.

R² Advisors is not responsible for decisions made on the basis of general information published on this site. Financial, tax, and operational decisions should be made in consultation with qualified professionals who understand your specific circumstances.

Limitation of Liability

To the maximum extent permitted by law, R2 Advisors PC shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of or inability to use this website, or from any information, content, or services obtained through this site.

This limitation does not apply to obligations arising under a signed professional engagement agreement, which is governed by its own terms and applicable professional standards.

Third-Party Links and Tools

Our website may link to or integrate with third-party platforms, including our client portal, scheduling tools, and partner platforms. These third-party services are governed by their own terms and privacy policies. R² Advisors is not responsible for the content, practices, or availability of external platforms.

Governing Law

These terms are governed by the laws of the Commonwealth of Virginia without regard to conflicts of law principles. Any dispute arising from these terms or your use of this website shall be subject to the jurisdiction of the courts of Fairfax County, Virginia.

Changes to These Terms

We may update these terms from time to time. Changes are effective upon posting to this page. Continued use of the site after changes are posted constitutes acceptance of the updated terms.

Our Approach

R² Advisors is committed to ensuring that r2.cpa is accessible to all visitors, including individuals with disabilities. We work to align our website with the Web Content Accessibility Guidelines (WCAG) 2.1 at the AA level.

• Perceivable content. Providing text alternatives for images, ensuring sufficient color contrast, and structuring content so it can be presented in different ways without losing meaning.
• Operable navigation. Ensuring all functionality is available from a keyboard, providing adequate time for users to interact with content, and designing navigation that is consistent and predictable.
• Understandable structure. Using clear language, consistent formatting, and predictable interactions so that content and interface behavior are comprehensible.
• Robust compatibility. Building pages that work reliably across assistive technologies, including screen readers, magnification tools, and alternative input devices.

Ongoing Effort

Accessibility is not a one-time project. We review our site regularly, test with assistive technologies, and address issues as they are identified. When we publish new content or make structural changes to the site, accessibility is part of the review process.

Known Limitations

While we strive for full accessibility, some areas of the site may not yet fully conform to WCAG 2.1 AA standards. This may include certain interactive elements, embedded third-party content, or legacy PDF documents. We are actively working to address these gaps.

Feedback and Assistance

If you encounter an accessibility barrier on r2.cpa, or if you need assistance accessing any content or functionality, please contact us:

We will work with you to provide the information or service you need in an accessible format. We aim to respond to accessibility inquiries within two business days.

Regulatory Framework

This accessibility commitment reflects the principles of the Americans with Disabilities Act (ADA) and Section 508 of the Rehabilitation Act, as applicable to our web presence. We monitor developments in web accessibility standards and adjust our practices accordingly.