Effective Date: 11/14/2024
At R&L Schuck CPAs, LLC (“we,” “our,” “us”), we respect the privacy of our clients and are committed to protecting the personal information that you share with us. This Privacy Policy outlines the types of information we collect, how we use it, how we protect it, and your rights regarding your personal data. Please read this policy carefully to understand our views and practices regarding your personal data.
- Data Collection:
We collect the following types of personal information from clients in the course of providing accounting and tax preparation services:- Personal Identification Information: This includes your name, email address, phone number, and physical address.
- Financial Information: We collect financial data such as payment information, bank account details, and information for your tax documents (e.g., W-2s, 1099s).
- Tax-Related Information: We collect personal tax data such as your Social Security number, income information, deductions, and other tax-related forms and documents (e.g., W-2s, 1099s, and supporting documentation).
- Other Identifying Information: Depending on your specific tax situation, we may collect additional identifying information necessary to complete tax filings or comply with IRS requirements.
- Data Use:
We use the personal information you provide to us for the following purposes:- Tax Preparation and Filing: We use your personal and financial information to prepare, process, and file tax returns on your behalf.
- Compliance with Legal Obligations: We may use your data to comply with IRS regulations and other legal obligations, including retaining records for audit or other government purposes.
- Client Support: We may use your contact details to communicate with you regarding your tax filings, provide updates, and respond to any queries or requests you may have.
- Record Keeping: In compliance with IRS guidelines, we retain client data in our archives for a period of 7 years for tax and financial recordkeeping purposes.
- Data Sharing:
We do not sell or share any SMS consent or personal information to third parties or affiliates for SMS marketing Purposes
We value your privacy and do not share your personal data with any third parties, except under the following circumstances:- Legal Compliance: We may share personal information if required by law, regulation, or legal process (e.g., to comply with IRS audits or legal subpoenas).
- No Third-Party Sharing: We do not sell, rent, or trade your personal data to third parties for marketing purposes, and we do not share your data with any other external parties except as necessary to complete your tax filings or meet legal requirements.
- SMS opt-in or phone numbers collected for SMS purposes are not being shared.
- Data Retention:
We retain your personal information in our archives for a period of 7 years, as required by the IRS. After this period, your data will be securely deleted or anonymized, ensuring that it cannot be used or accessed for any purpose other than for compliance with legal obligations. - User Rights:
As a client, you have the following rights regarding your personal data:- Access: You have the right to request access to the personal information we hold about you. We will provide a copy of your data upon request, subject to applicable laws.
- Correction: If any of your personal data is inaccurate or incomplete, you may request that we correct or update it.
- Deletion: You have the right to request the deletion of your personal data, subject to any legal obligations we may have to retain the data (e.g., IRS record retention requirements).
- Opt-Out of Communications: If you no longer wish to receive communications from us, you may opt out at any time by replying “STOP” at any point.
- Data Protection:
We take the security of your personal information seriously and implement reasonable administrative, physical, and technical safeguards to protect your data from unauthorized access, loss, or misuse. These include:- Secure encryption of sensitive data during transmission (e.g., for payment processing).
- Regular security audits to assess the effectiveness of our data protection measures.
- Restricting access to personal information to authorized employees and contractors only.
- Cookies and Tracking
We use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand user behavior. You can manage your preferences or disable cookies through your browser settings; however, some features of the site may not function properly without them. - Third-Party Links
Our website may contain links to third-party websites. Please note that these websites operate independently, and their privacy practices may differ from ours. We encourage you to review their privacy policies before providing any personal information. - Changes to this Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. We will notify you of any significant changes by posting the updated Privacy Policy on our website, and the “Effective Date” at the top of this page will be revised accordingly. We encourage you to review this Privacy Policy periodically. - Contact Us
If you have any questions about this Privacy Policy or how we handle your personal information, please contact us directly, here.
By using our services, you acknowledge that you have read, understood, and agreed to the terms of this Privacy Policy.