Privacy Policy for Daniel E. Peterson, CPA
Your privacy is important to us and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. The FTC requires us to disclose our Privacy Policy to you yearly by mail, hand delivery, or, if you agree, transmitted electronically. It is your responsibility to review and understand this Privacy Policy prior to providing your personal data to us.
With our website and services constantly evolving, our Privacy Policy may also change from time to time. Whenever there are changes, the modified policies will be posted on our websites and will be effective at that time. Each time they change, the version number displayed at the bottom of the page also will change. Consequently, each time you access or use our websites or otherwise engage with us, you accept and agree to the most current Privacy Policy. It is your responsibility to be aware of any such changes.
Notice
Our website contains links to other websites which are managed by third parties (including their use of cookies). As a user of links, it is your responsibility to understand those third parties’ privacy policies. Once you leave our website using links, we have no control over information that is submitted to or collected by any third parties and are not responsible for other websites.
Types of Information We Collect
In order to provide our services, we collect certain personal information about you, but only when that information is provided by you or is obtained by us with your authorization. We use the information to prepare your personal income tax returns and may also provide various tax planning services to you at your request.
Examples of sources from which we collect information include, but not limited to:
- Interviews and phone calls with you
- Emails from you
- Tax return organizers
- Source documents
- Financial history questionnaires
Parties to Whom We Disclose Information
We do not disclose personal information about our 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 our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquire or complaint form such a licensing board of organization.
- In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (i.e., through a written confidentiality agreement), so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we 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 firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it disclosed.
- You request or authorize the disclosure of your personal details to a third party.
- To process payments from you for any products or services you choose to purchase from us.
- To respond to your requests and inquiries.
Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm 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 firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We 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.
Security and Other
We use reasonable measures to strive to safeguard and secure the personal data we collect. Any transmission of personal information is at your own risk. Technology, such as, but not limited to, Transport Layer Security (TLS) and Secured Socket Layer (SSL), is used to enhance security and reduce risk of loss. Our security practices, processes or technology do not guarantee absolute security of your information and you should take all normal personal precautions such as, but not limited to, not sharing passwords, closing browsers, and not using public networks (e.g., internet cafes, etc.).