Privacy Policy

1. Information We Collect

Clark Joan F CPA collects information necessary to provide professional accounting services:

• Personal Information: Name, address, phone number, email address, Social Security number
• Financial Information: Income statements, tax documents, bank statements, investment records
• Business Information: Business records, financial statements, payroll information
• Communication Records: Emails, phone calls, and meeting notes related to our services

2. How We Use Your Information

We use the information collected solely for providing professional accounting services:

• Preparing tax returns and financial statements
• Providing accounting and bookkeeping services
• Offering business consultation and advisory services
• Communicating with clients about services and deadlines
• Complying with legal and regulatory requirements

3. Professional Confidentiality

As a Certified Public Accountant, Clark Joan F CPA is bound by strict professional confidentiality requirements:

• All client information is kept strictly confidential
• Information is protected under CPA-client privilege
• Access to client information is limited to authorized personnel only
• Confidentiality extends beyond the termination of professional services

4. Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer client information to third parties except:

• With Your Consent: When you explicitly authorize disclosure
• Legal Requirements: When required by law, court order, or subpoena
• Professional Standards: As required by professional accounting standards
• Service Providers: To trusted third-party service providers bound by confidentiality agreements

5. Data Security

We implement appropriate security measures to protect your information:

• Secure file storage and transmission protocols
• Regular security assessments and updates
• Access controls and authentication procedures
• Employee training on confidentiality and security
• Secure disposal of documents and electronic media

6. Data Retention

We retain client information in accordance with professional standards and legal requirements:

• Tax records are retained for a minimum of seven years
• Financial statements and supporting documents for seven years
• Correspondence and communication records as required by law
• Electronic records are securely backed up and archived

7. Website Privacy

Our website may collect certain information automatically:

• Log Data: IP address, browser type, pages visited, time stamps
• Cookies: Small files stored on your device to improve website functionality
• Contact Forms: Information submitted through website contact forms

Website information is used solely for improving our services and responding to inquiries.

8. Your Rights

You have the following rights regarding your personal information:

• Request access to your personal information
• Request correction of inaccurate information
• Request deletion of information (subject to legal and professional requirements)
• Request a copy of your information in a portable format
• Withdraw consent for certain uses of your information

9. Third-Party Services

We may use trusted third-party services to assist in providing professional services:

• Tax preparation software providers
• Secure document transmission services
• Cloud storage providers with appropriate security measures
• Professional liability insurance providers

All third-party service providers are bound by confidentiality agreements and appropriate security measures.

10. Changes to Privacy Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will notify clients of significant changes through:

• Email notification to active clients
• Updates posted on our website
• Written notice for material changes affecting client rights

11. Contact Information

For questions about this privacy policy or your personal information, please contact: