1. Information Collection:
We collect and retain personal and financial information from clients, including but not limited to names, addresses, contact details, social security numbers, financial statements, tax returns, and other relevant documentation. This information is necessary to provide accounting, tax, and financial services.
2. Use of Information:
We use the collected information solely for the purpose of providing professional accounting services to our clients. This includes preparing financial statements, conducting audits, filing tax returns, offering financial advice, and fulfilling other agreed-upon services. We do not share or disclose this information to third parties, except as required by law or with the client's consent.
3. Data Security:
We implement industry-standard security measures to protect client information from unauthorized access, disclosure, alteration, or destruction. Our systems are regularly updated and monitored to ensure the integrity and confidentiality of the data we handle. However, it is important to note that no data transmission over the internet or electronic storage method can guarantee 100% security.
We maintain strict confidentiality of client information, both during and after the engagement. Our employees and associates are bound by confidentiality agreements, and access to client data is limited to authorized personnel who require it to perform their duties. We do not disclose client information unless required by law or with the client's consent.
5. Third-Party Service Providers:
In some cases, we may engage third-party service providers to assist us in delivering our services. These providers may have access to client information but are contractually obligated to maintain the same level of confidentiality and data security standards as us.
6. Retention of Information:
We retain client information for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Upon the termination of our engagement, we may retain certain information as required by professional standards or applicable laws.
8. Client Rights:
Clients have the right to access, correct, and update their personal information held by us. If you wish to review or make changes to your information, please contact us using the contact details provided at the end of this policy.
Last updated: 7/2023