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Privacy Policy |
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1. Introduction:
At Summit West CPA Group, P.C., we are committed to protecting the privacy and confidentiality of our customers. This Privacy Policy outlines the types of personal information we collect, how we use it, and the steps we take to safeguard it. By using our services, you agree to the collection and use of information in accordance with this policy.
2. Information We Collect
We may collect the following types of information:
- Personal Information: Name, address, phone number, email address, Social Security Number, Tax Identification Number, and other identifying information.
- Financial Information: Bank account details, tax returns, financial statements, and other financial data necessary for providing accounting services.
3. Method of Information Collection:
We gather information through:
- Direct Interactions: When you fill out forms, make inquiries, or register for our services.
- Automated Technologies: We may use cookies and other tracking technologies to enhance your browsing experience on our Site. You can set your browser to refuse all or some cookies, or to alert you when cookies are being sent. However, some parts of the Site may not function properly without cookies.
4. Purpose of Data Collection:
We may use the information we collect for various purposes, including:
- To provide and maintain our Service, Providing accounting, tax, and advisory services.
- To contact You: To contact You by email, telephone calls, SMS, or other equivalent forms of electronic communication, such as a mobile application's push notifications regarding updates or informative communications related to the functionalities, products or contracted services, including the security updates, when necessary or reasonable for their implementation. You may Opt-Out of SMS communications at any time by replying, STOP.
- Ensuring compliance with legal and regulatory requirements.
- Improving our services and website functionality.
5. Data Security Measures:
We implement industry-standard security measures to protect your information from unauthorized access, use, or disclosure. Despite these measures, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. We take data protection seriously and employ a variety of security measures, including:
- Encryption: Sensitive information is transmitted securely using encryption protocols.
- Access Controls: Access to personal data is restricted to authorized personnel only.
6. Data Sharing:
We do not sell or rent your personal information to third parties. However, we may share your information in the following situations:
- Service Providers: We may share data with trusted partners who assist us in providing services, such as payment processors or technical support providers, under strict confidentiality agreements.
- Legal Obligations: We may disclose information when required by law or to comply with legal processes, such as responding to subpoenas or government requests.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred as part of the transaction.
7. User Rights:
You have the following rights concerning your personal data:
- Access: You may request access to the personal information we hold about you.
- Correction: You can update or correct inaccurate or incomplete information.
- Deletion: You may request that we delete your personal data, subject to certain legal restrictions.
- Opt-Out: You may opt out of marketing communications at any time by following the unsubscribe instructions or contacting us directly.
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Data Portability: You have the right to request a copy of your personal data in a structured, commonly used format.
For any of these requests, please contact us.
This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You.
SMS Terms & Conditions
1- SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications:
If you have consented to receive text messages from Summit West CPA Group, P.C., you may receive messages related to the following:
- Communication about services being provided
- Follow-up messages
- Billing inquiries
Example: "Hello, We are currently working on your return and need some additional information. Please give us a call. Reply STOP to opt out of SMS messaging at any time."
3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 5 SMS messages per week related to the services we are providing.
4- Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5- Opt-In Method:
You may opt-in to receive SMS messages from Summit West CPS Group, P.C. in the following ways:
- Verbally, during a conversation
- By submitting an online form
- By texting the person working on your project
6- Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7- Help:
If you are experiencing any issues, you can reply with the keyword HELP.
Additional Options:
- If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
8- Standard Messaging Disclosures:
- Message and data rates may apply.
- You can opt-out at any time by texting "STOP."
- For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.
- Message frequency may vary
Interpretation and Definitions
Interpretation
The words of which the initial letter is capitalized have meanings defined under the following conditions.
The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.
Definitions
For the purposes of this Privacy Policy:
- You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service, as applicable.
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Company (referred to as either "the Company", "We", "Us" or "Our" in this Agreement) refers to
Summit West CPA Group P.C.
945 Lincoln Street
Lander, WY 82520 - Affiliate means an entity that controls, is controlled by or is under common control with a party, where "control" means ownership of 50% or more of the shares, equity interest or other securities entitled to vote for election of directors or other managing authority.
- Account means a unique account created for You to access our Service or parts of our Service.
- Website refers to Company website, accessible from https://www.307cpas.com/
- Service refers to the Website.
- Country refers to: United States.
- Service Provider means any natural or legal person who processes the data on behalf of the Company. It refers to third-party companies or individuals employed by the Company to facilitate the Service, to provide the Service on behalf of the Company, to perform services related to the Service or to assist the Company in analyzing how the Service is used.
- Third-party Social Media Service refers to any website or any social network website through which a User can log in or create an account to use the Service.
- Personal Data is any information that relates to an identified or identifiable individual.
- Cookies are small files that are placed on Your computer, mobile device or any other device by a website, containing the details of Your browsing history on that website among its many uses.
- Usage Data refers to data collected automatically, either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit).
Retention of Your Personal Data
The Company will retain Your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use Your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.
The Company will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of Our Service, or We are legally obligated to retain this data for longer time periods.
Transfer of Your Personal Data
Your information, including Personal Data, is processed at the Company's operating offices and in any other places where the parties involved in the processing are located. It means that this information may be transferred to and maintained on computers located outside of Your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from Your jurisdiction.
Your consent to this Privacy Policy followed by Your submission of such information represents Your agreement to that transfer.
The Company will take all steps reasonably necessary to ensure that Your data is treated securely and in accordance with this Privacy Policy and no transfer of Your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of Your data and other personal information.
Changes to this Privacy Policy
We may update our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page.
We will let You know via email and/or a prominent notice on Our Service, prior to the change becoming effective and update the "Last updated" date at the top of this Privacy Policy.
You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
Contact Us
If you have any questions about this Privacy Policy, You can contact us:
Summit West CPA Group, P.C.
945 Lincoln Street
Lander, WY 82520
307-332-4545