Your privacy is important to me, and maintaining your trust and confidence is one of my highest priorities. I respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. I hope that by taking a few moments to read my Privacy Policy you will have a better understanding of what I do with the information you provide to me and how I keep it private and secure.
As a general visitor to this Website, Tranquility Tax & Accounting Solutions does not collect any personally identifiable information about you. I automatically record information sent by your browser in our server logs, including your IP address, the pagers you visit, and other non-personally identifiable information, which I use to analyze my Web traffic and administer my servers. Site statistics may be complied by or reported to my third-party service providers.
Types of Information I Collect
I collect certain personal information about you – but only when that information is provided by you or is obtained by me with your authorization. I use that information to prepare your income tax returns and may also use it to provide various tax and financial planning services to you at your request.
Examples of sources from which I collect information include:
- Interviews and phone calls with you;
- Letters or e-mails from you;
- Tax return or financial planning organizers, and
- Financial history questionnaire
Cookies and Other Tracking Methods
When you view my website, I may store some information on your computer. This information will be in the form of a “cookie” or smaller file. Cookies are small pieces of information stored on your hard drive, not on my site.
Cookies, which are tied to personal information, do not spy on you or otherwise invade your privacy, and they cannot invade your hard drive and steal information. Rather, they help you navigate a website as easily as possible. Cookies can help me provide information that is targeted to your interests, and they allow me to better understand how users use my site, which in turn helps me focus my resources on features that are most popular with my users. You are always free to decline my cookies if your browser permits, but some parts of my site may not work properly in that case.
Parties to Whom I Disclose Information
As a general rule, I do not disclose personal information about my clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
- To comply with a validly issued and enforceable subpoena or summons.
- In the course of a review of my firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
- In conjunction with a prospective purchase, sale, or merger of all or part of my practice, provided that I take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
- As part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against me, provided I disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
- To provide information to affiliates of the company and nonaffiliated third parties who perform services or functions for me in conjunction with my services to you, but only if I have a contractual agreement with the other party that prohibits them from disclosing or using the information other than for the purposes for which it was. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)
Review and Removal of Your Personally Identifiable Data
If you provide me with personally identifiable information to have me perform ongoing services to you, I will provide you with a way to review the information I have on file and either change or remove such data. To do so, please notify me via post or phone at the address and number below and I will provide you with your contact information for review. To make changes, send me the change and I will respond to your request for access within thirty (30) days of the request. Unfortunately, to the extent that such information is also stored in other databases, I cannot always ensure that such corrections or deletions will reach the other databases. If you wish to have the information you provided to me online removed from my records, please provide me with the information as you submitted it to me at the address below.
I will use all the reasonable efforts to ensure that your information is removed from my records.
Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, I restrict access to nonpublic personal information about you to employees of my company and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our company, applicable law, or Code of Professional Conduct, and nondisclosure agreements where appropriate. I also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Changes to This Policy
From time to time, I may revise my Privacy Policy. Any changes to this policy will be posted on this Website.
Thank you for allowing me to serve your accounting, tax, and financial planning needs. I value your business and am committed to protecting your privacy. I hope you view my company as your most trusted adviser, and I will work to continue earning your trust. Please contact me if you have any questions or if I can be of further assistance.
Additional Policies
See also the Tranquility Tax & Accounting Solutions’ Disclaimer Policy. Accessing tranquilitytaxandaccountings.com indicates acceptance of these policies.