This Privacy Policy outlines how Candour Tax & Bookkeeping Services collects, uses, discloses, and protects the personal information of clients and visitors to our website. We are committed to ensuring the privacy and security of your personal information in accordance with applicable privacy laws and regulations.

1. Collecting of personal information:

We collect personal information from clients and website visitors, including but not limited to:

Name, contact information, business details, financial information required for bookkeeping and tax purposes, social security numbers, tax identification numbers, and other relevant identification details.

2. Use of Personal information:

We use personal information for the following purposes:

Providing bookkeeping and accounting services as requested by clients. Preparing and filing tax returns and related documents, communicating important updates, reminders, and information related to accounting and tax matters.

Responding to inquiries and providing customer support and Internal record-keeping and regulatory compliance.

3. Disclosure of personal information

We may disclose personal information to:

Government agencies and tax authorities as required by law. Third-party service providers who assist us in delivering our services (e.g., QuickBooks, ADP, Guidelines, Paychex, and Gusto)

Professionals working with us in providing services to clients (e.g., tax advisors, legal consultants) and any other party with your consent or as permitted by law.

4. Data security

We are committed to safeguarding your personal information and have implemented appropriate technical and organizational measures to prevent unauthorized access, disclosure, alteration, or destruction of data.

– Physical safeguards, such as secure storage facilities and restricted access to client files

– Technological safeguards, such as firewalls, encryption, and secure data transmission protocols

– Organizational safeguards, such as employee training on data privacy and confidentiality policies

While we strive to maintain the security of client information, it is important to note that no method of data transmission or storage is completely secure. Therefore, we cannot guarantee the absolute security of client information.

5. Data retention

We retain client records for a duration of seven years unless a longer retention period is required by law. Once the information is no longer needed, we will take reasonable measures to dispose of it securely.

6. You rights:

You have the right to:

Access and obtain a copy of your personal information we hold about you and correct any inaccuracies in your personal information. You have the right to request access to the personal information we hold. You also have the right to withdraw your consent where processing is based on consent, Object to the processing of your personal information under certain circumstances.

Request to the deletion of your personal information, subject to legal obligations.

7. Cookies and tracking:

Our website may use cookies and similar technologies to enhance your browsing experience. You can adjust your browser settings to disable cookies, but this may impact your ability to access certain features of our website.

Please note that we are not responsible for the privacy practices or the content of such websites or services. We encourage you to review the privacy policies of those third parties before providing any personal information.

8. Third party links

Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of these websites. We recommend reviewing their respective privacy policies.

9. Changes to the privacy policy

We reserve the right to modify or update this privacy policy at our discretion. Any changes will be posted on our website, and the revised policy will indicate the date it becomes effective. We encourage you to review the policy periodically to stay informed about how we collect, use, and protect your information.

10. Contact us

If you have any questions, concerns, or requests related to your personal information or this Privacy Policy, please contact us at aclubin@candourtax.com.

By engaging our services or using our website, you consent to the collection, use, and disclosure of your personal information as outlined in this Privacy Policy.

11. Compliance with laws and regulations

We will comply with all applicable federal, state, and local laws and regulations regarding the collection, use, and disclosure of client information. If any provision of this privacy policy conflicts with applicable laws, the relevant legal requirements shall prevail.

12. Confidentiality of communications

Please be aware that the privacy of communications transmitted over the Internet or through electronic means cannot be guaranteed. While we strive to protect your personal information, we cannot guarantee the security of any information transmitted to us electronically. Therefore, we recommend that you exercise caution when communicating sensitive information electronically.

13. Language

This privacy policy is provided in the English language. In case of any discrepancies or conflicts between the English version and any translated version, the English version shall prevail.

Thank you for entrusting Candour Tax and Bookkeeping Services with your tax matters. We are committed to protecting your privacy and providing you with quality services. If you have any further questions or concerns, please do not hesitate to contact us.

14. Data Breach notification

In the event of a data breach that compromises the security of your non-public personal information, we will take prompt action to mitigate the breach and notify you as required by applicable laws and regulations.

We will make reasonable efforts to provide you with information about the breach, including the types of information affected and any steps you can take to protect yourself.

15. Governing law and dispute resolutions:

This privacy policy is governed by and construed in accordance with the laws of the state of New York, without regard to its conflict of laws principles. Any dispute arising out of or relating to this policy, or our handling of personal information shall be subject to the exclusive jurisdiction of the state and federal courts located in the state of New York.

Any updates will be effective immediately upon posting the revised policy on our website. We encourage you to review the privacy policy periodically to stay informed about how we collect, use, and protect your information.

Your continued use of our services after the posting of any modifications indicates your acceptance of the updated privacy policy.

16. Consent to electronic communications 

By providing your non-public personal information and engaging our services, you agree that we may communicate with you electronically regarding your tax matters and related purposes. This includes but is not limited to email communications, electronic notices, and online document submissions. You understand that electronic communications may not be entirely secure and consent to the risks associated with electronic transmission of information.

This privacy policy constitutes the entire understanding between Candour Tax and Bookkeeping Services and the users of our website and clients concerning the collection, use, and disclosure of c personal information.

Thank you for choosing Candour Tax & Bookkeeping Services, we value your trust and are committed to safeguarding your privacy. If you have any further questions or concerns regarding our privacy practices, please contact us at info@candourtax.com.