Privacy Policy
Effective Date: December 1, 2024.
At CW Accounting & Tax ("we," "us," or "our"), we are committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website, www.cwaccountingandtax.com, or engage with our services.
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By using our website or services, you agree to the practices described in this Privacy Policy.
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1. Information We Collect
We may collect the following types of information via secured Verifyle portal:
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Personal Information
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Name, address, email, phone number, Social Security Number (SSN), Taxpayer Identification Number (TIN), and other identifying details.
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Financial Information
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Bank account numbers, income details, tax return information, and other financial data required for accounting or tax preparation services.
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Usage Information
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Non-personal data such as IP addresses, browser types, and pages visited on our website.
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2. How We Use Your Information
We collect and use your information for the following purposes:
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To provide accounting, tax preparation, and related services.
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To comply with legal and regulatory obligations, including IRS requirements.
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To communicate with you about your account, tax filings, or other services.
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To improve our website and services.
3. Information Sharing and Disclosure
We do not sell or rent your personal information to third parties. However, we may disclose your information in the following circumstances:
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With your consent or as necessary to fulfill the services you request.
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To third-party service providers who assist us in providing services (e.g., IT support or secure data storage) under strict confidentiality agreements.
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To comply with legal requirements, subpoenas, or governmental requests in accordance with applicable laws.
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To prevent fraud or unauthorized transactions and protect the rights and safety of CW Accounting & Tax, our clients, or others.
4. Security of Your Information
We use industry-standard security measures to protect your personal and financial information from unauthorized access, alteration, or disclosure. This includes encryption, firewalls, and secure data storage systems. While we strive to safeguard your information, no system is 100% secure, and we cannot guarantee absolute security.
5. IRS Circular 230 Compliance
In compliance with IRS Circular 230, the information provided by CW Accounting & Tax is not intended to be used for avoiding penalties under U.S. federal tax law. We advise consulting with us or another qualified professional regarding your specific tax situation.
6. Your Rights
Depending on your jurisdiction, you may have the right to:
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Access the personal information we have about you.
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Request correction or deletion of your personal data, subject to legal obligations.
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Opt-out of marketing communications.
To exercise these rights, please contact us at legal@cwaccountingandtax.com.
7. Use of Cookies and Tracking Technologies
Our website may use cookies or similar technologies to enhance your browsing experience. You can adjust your browser settings to refuse cookies, though this may limit certain functionalities of our website.
8. Changes to This Privacy Policy
We reserve the right to modify this Privacy Policy at any time. Changes will be effective immediately upon posting to our website, with the updated effective date.
9. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
CW Accounting & Tax
Website: www.cwaccountingandtax.com
Email: legal@cwaccountingandtax.com