Introduction

Accounting, Financial & Tax Services is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our services. By using our services, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

We may collect the following types of personal information:

• Personal Identification Information: Name, address, email address, phone number, date of birth, and social security number (or other tax identification numbers).
• Financial Information: Bank account details, income, expenses, tax returns, and other financial records.
• Tax-Related Information: Information related to your tax filings, including past tax returns, deductions, and credits.
• Transactional Information: Payment details, invoices, and other transaction data.
• Usage Data: Information about how you interact with our website and services, including IP addresses, browser type, and device information.

2. How We Use Your Information

We use your personal information for the following purposes:

• To provide our accounting and tax services to you.
• To process payments, handle billing, and manage transactions.
• To communicate with you about your account and our services, including providing updates and responding to your inquiries.
• To comply with legal and regulatory requirements, including tax-related obligations.
• To improve our services and ensure they meet your needs.
• To send you marketing materials or other promotional information.

3. How We Protect Your Information

We take the security of your personal information seriously. We use a variety of physical, electronic, and managerial procedures to safeguard the personal data we collect. These measures include:

• Secure encryption methods for data storage and transmission.
• Access controls to ensure that only authorized personnel can view sensitive information.
• Regular audits and assessments of our security practices.

4. Sharing Your Information

We may share your information with the following parties:

• Third-Party Service Providers: We may share information with service providers who assist us in providing our services, such as payment processors, IT providers, and tax professionals.
• Legal Requirements: We may disclose your information to comply with legal obligations, such as tax laws, or in response to valid requests from public authorities.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your personal information may be transferred as part of that transaction.

5. Your Rights and Choices

You have the right to:

• Access and Correct Your Information: You can request access to your personal information that we hold, and request corrections to inaccurate or incomplete information.
• Delete Your Information: You may request that we delete your personal information, subject to certain legal and regulatory requirements.
• Opt-Out of Marketing Communications: You can opt out of receiving marketing emails or communications from us by following the unsubscribe instructions in those emails.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our website and improve our services. You can control cookies through your browser settings. Please note that disabling cookies may affect the functionality of our website and services.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website, with an updated "Last Updated" date. We encourage you to review this Privacy Policy periodically for any changes.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us at:

Accounting, Financial and Tax Services
Cherry Hill, NJ, 08002
856-580-0512