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Privacy Policy

Privacy Policy for M.Gregory Tax & Accounting LLC

Effective Date: 06/01/2023

1. Introduction

M.Gregory Tax & Accounting LLC ("we," "our," or "us") is committed to protecting the privacy and security of your personal information. This privacy policy outlines how we collect, use, disclose, and safeguard your data when you interact with our accounting services and visit our website. By using our services and providing us with your personal information, you consent to the practices described in this policy.

2. Information We Collect

We may collect various types of personal information from clients, website visitors, and other individuals to conduct our accounting services effectively. The types of data we collect include, but are not limited to:

  • Contact information (such as name, address, email address, and phone number)

  • Financial information (including bank details, income, expenses, and tax-related data)

  • Identification information (e.g., Social Security Number, Tax Identification Number)

  • Business information (for corporate clients)

  • Communication and correspondence records

  • Website usage data, including cookies and IP addresses

3. How We Use Your Information

We use the collected information for legitimate business purposes, including but not limited to:

  • Providing accounting services and meeting our contractual obligations with clients

  • Communicating with you regarding our services, updates, and changes to policies

  • Responding to inquiries and providing customer support

  • Complying with legal and regulatory requirements

  • Improving our website and services

4. Information Sharing and Disclosure

We may share your personal information with third parties in the following circumstances:

  • With your consent: We will share your data with third parties if you have given us explicit permission to do so.

  • Service providers: We may engage trusted third-party service providers to perform certain functions on our behalf, such as IT support or cloud storage.

  • Legal requirements: We may disclose your information if required by law or in response to valid legal requests, such as court orders or government investigations.

5. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no data transmission or storage method can be guaranteed to be 100% secure. While we strive to protect your data, we cannot warrant its absolute security.

6. Your Rights

You have certain rights regarding your personal information, including the right to access, correct, and delete the data we hold about you. To exercise these rights or to inquire about your personal information, please contact us using the information provided at the end of this policy.

7. Changes to this Privacy Policy

We may update this privacy policy periodically to reflect changes in our practices or legal obligations. We will post the revised policy on our website and update the "Effective Date" accordingly. Please review this policy regularly to stay informed about how we handle your data.

8. Contact Us

If you have any questions, concerns, or requests regarding this privacy policy or our data practices, please contact us at:

M.Gregory Tax & Accounting LLC 3205 NE 78th St Vancouver, WA, 98665 matthew@gregorytaxaccounting.com (360) 967-3021

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