Information We Collect
Use of Personal Information
We utilize the information collected for a variety of purposes, including:
- Providing the services you request, such as tax preparation, financial planning, and consulting.
- Improving our services, offerings, and client experience.
- Responding to your inquiries and requests.
- Sending you relevant updates, and news.
We respect your privacy and do not sell, rent, or trade your personal information. We may share your information with trusted third parties, such as service providers and financial institutions, to facilitate the services we provide to you. In certain cases, we may share information with law enforcement, regulatory agencies, and oversight bodies as required by law.
Protecting Your Information
We treat the security and confidentiality of your personal information with the highest level of care. We employ industry-standard measures to safeguard your data from unauthorized access, disclosure, or misuse.
Should you become an inactive client, we will continue to safeguard your data and confidential information.
While we uphold industry best practices, it is important to note that complete security or error-free transmission of information through our website, email, or other channels cannot be guaranteed. We cannot assure that your personal information will not be accessed, disclosed, or utilized by third parties. We cannot take responsibility for any unauthorized use of your information, nor for lost, stolen, or compromised passwords, or any unauthorized activities on your account due to password breaches.
As Certified Public Accountants, we uphold the highest of ethical standards and professional obligations to protect your personal information and maintain your trust. We are dedicated to safeguarding your personal information, utilizing it appropriately, and ensuring that we uphold your trust and confidence in our services.
Marketing and Communication
As an active client you may receive marketing emails and updates about our services. You can choose to unsubscribe from these communications at any time using the opt-out instructions provided in these emails.
Links to Other Sites
Our website may contain links to external sites. We are not responsible for the privacy practices or content of these sites. We encourage you to review the privacy policies of linked websites.
Please note that this policy is subject to change. All policy changes will be reflected here with an accompanying release date of the current revision.
If you have questions or concerns about our privacy practices or wish to update your information, please contact us at firstname.lastname@example.org.