At Christie Imfeld CPA LLC, located in the heart of West Chester, your privacy and the security of your information are paramount. As a lighthouse of financial guidance, we are committed to maintaining the trust you place in us. This Privacy Policy outlines how we collect, use, and safeguard your personal information in accordance with best practices and applicable regulations.
Information We Collect
Christie Imfeld CPA LLC collects information necessary to provide our expert accounting solutions tailored to the unique needs of businesses and individuals. This may include:
- Personal Identification Information: Name, address, email address, phone number, Social Security number, date of birth, and other similar identifiers.
- Financial Information: Income, expenses, bank account details, investment information, and other data relevant to tax preparation, accounting solutions, and financial consulting.
- Business Information: Company name, address, financial records, ownership details, and other information related to your business operations.
- Communication Data: Records of correspondence and communications with us.
- Website Usage Information: Information about your interactions with our website, such as IP address, browser type, operating system, pages visited, and the dates and times of your visits (collected through cookies and similar technologies – please see our Cookie Policy below for more details).
How We Use Your Information
We use the collected information to:
- Provide Services: Deliver the tax preparation, accounting solutions, and financial consulting services you have requested.
- Communicate with You: Respond to your inquiries, provide updates, and share relevant information about our services.
- Comply with Legal and Regulatory Obligations: Fulfill our legal and professional responsibilities, including tax filing requirements.
- Improve Our Services: Analyze data to enhance our service offerings, website functionality, and client experience.
- Ensure Security: Protect the confidentiality and integrity of your information.
How We Share Your Information
Christie Imfeld CPA LLC understands the sensitivity of your financial data. We will only share your personal information in the following circumstances:
- With Your Consent: When you have given us explicit permission to share your information for a specific purpose.
- With Service Providers: We may engage trusted third-party service providers who assist us in delivering our services (e.g., software providers, data storage). These providers are contractually obligated to protect your information and use it only for the purposes we specify.
- To Comply with Legal Obligations: When required by law, legal process, or governmental request, such as responding to subpoenas or tax authorities.
- To Protect Our Rights: When we believe in good faith that disclosure is necessary to protect our rights, property, or safety, or the rights, property, or safety of others.
Data Security
We implement robust security measures designed to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. These measures include:
- Secure Data Storage: Utilizing secure servers and encryption technologies.
- Access Controls: Limiting access to your information to authorized personnel who need it to perform their duties.
- Regular Security Assessments: Continuously evaluating and updating our security practices to address evolving threats.
Data Retention
Christie Imfeld CPA LLC will retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including for the provision of services, compliance with legal and regulatory obligations, and the resolution of disputes. Retention periods may vary depending on the type of information and applicable laws.
Your Rights
You have certain rights regarding your personal information, which may vary depending on your location. These rights may include:
- Access: The right to request access to the personal information we hold about you.
- Correction: The right to request that we correct any inaccurate or incomplete personal information.
- Deletion: The right to request the deletion of your personal information, subject to certain exceptions.
- Objection: The right to object to the processing of your personal information in certain circumstances.
- Restriction of Processing: The right to request that we restrict the processing of your personal information.
- Data Portability: The right to receive a copy of your personal information in a structured, commonly used, and machine-readable format.
To exercise any of these rights, please contact us using the information provided below. We will respond to your request in accordance with applicable law.
Cookie Policy
Our website may use cookies and similar tracking technologies to enhance your browsing experience and collect information about your usage. Cookies are small text files that are placed on your device. You can control the use of cookies through your browser settings. By using our website, you consent to the use of cookies as described in our separate Cookie Policy (if applicable).
Links to Other Websites
Our website may contain links to other websites. Please be aware that we are not responsible for the privacy practices of these other sites. We encourage you to review the privacy policies of any website you visit.
Changes to This Privacy Policy
Christie Imfeld CPA LLC may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post any updates on our website, and the revised policy will be effective upon posting. We encourage you to review this policy periodically.
Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Christie Imfeld CPA LLC 8050 Beckett Center Dr Suite 134, West Chester Township, OH 45069
Email: christie@cimfeldcpa.com
Phone: (513) 324-8347
We are dedicated to ensuring that each interaction adds value to your financial health and success, and that includes protecting your privacy. Thank you for entrusting Christie Imfeld CPA LLC with your financial guidance.