At Sunpointe Accounting & Tax, LLC, we value your trust and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your data when you visit our website or engage our services.
1. Information We Collect
We collect information that identifies you or relates to you ("Personal Information"). This includes:
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Contact Information: Name, email address, mailing address, and phone number.
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Financial Information: Tax identification numbers (SSN/EIN), income statements, and other documents necessary for accounting and tax preparation.
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Usage Data: IP addresses and website interaction data collected via cookies to improve your browsing experience.
2. How We Use Your Information
We use the information we collect to:
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Provide professional accounting, bookkeeping, and tax preparation services.
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Communicate with you regarding your account, deadlines, or service updates.
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Comply with legal and regulatory requirements (e.g., IRS regulations).
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Process payments and prevent fraudulent transactions.
3. Sharing and Disclosure of Information
We do not sell your personal information. We only share your data in the following circumstances:
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Service Providers: We may share data with trusted third-party vendors (such as secure cloud storage or tax software) who assist us in operating our business.
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Legal Necessity: If required by law, subpoena, or to protect the rights and safety of our firm and clients.
SMS Consent and Phone Numbers: > SMS Consent and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
4. Data Security
We implement industry-standard security measures, including encryption and secure portals, to protect your sensitive financial data from unauthorized access or disclosure.
5. Your Rights
Depending on your location, you may have the right to access, correct, or request the deletion of your personal information. To exercise these rights, please contact us directly.
6. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date.
Contact Us
If you have any questions about this Privacy Policy, please contact us at:
Sunpointe Accounting & Tax, LLC: mpratt@accandtax.com; 1-813-556-6863