Privacy Policy
What We Do With Data You Submit Through this site
Effective Date: August 22nd, 2024
- Introduction
At Wallace Accounting & Advisory (“we,” “us,” or “our”), we are committed to protecting the privacy and security of our clients’ personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard the information you provide to us when you use our website, services, and any related platforms (collectively, the “Services”).
- Information We Collect
We may collect various types of information from and about our clients, including:
Personal Information: This includes your name, address, email address, phone number, Social Security number, and other identifying information.
Financial Information: This includes your financial records, tax documents, bank account information, and other information necessary for us to provide our services.
Usage Information: This includes information about how you interact with our website, such as your IP address, browser type, and pages visited.
- How We Use Your Information
We use the information we collect for various purposes, including:
Providing Services: To provide accounting, tax planning, financial planning, and advisory services.
Communication: To communicate with you about your account, respond to inquiries, and send important notices or updates.
Compliance: To comply with legal obligations, such as record-keeping, and to prevent fraud and other illegal activities.
Improvement: To improve our website and services, and to understand how our clients use our services.
- Disclosure of Your Information
We do not sell or rent your personal information to third parties. We may share your information with:
Service Providers: Third-party vendors who assist us in providing our services, such as IT support and payment processing.
Legal Compliance: Government authorities, courts, or other third parties when required by law, or in response to legal requests, such as subpoenas or court orders.
Business Transfers: In connection with a merger, sale, or transfer of all or part of our business, your information may be transferred as part of the transaction.
- Data Security
We take reasonable measures to protect the information you provide to us from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
- Retention of Your Information
We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.
- Your Choices
You have certain rights regarding your personal information, including:
Access: You may request access to the personal information we hold about you.
Correction: You may request that we correct any inaccuracies in your personal information.
Deletion: You may request that we delete your personal information, subject to certain exceptions.
To exercise these rights, please contact us using the information provided below.
- Cookies and Tracking Technologies
Our website may use cookies and other tracking technologies to enhance your experience, analyze site usage, and assist in our marketing efforts. You can control the use of cookies through your browser settings.
- Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post any changes on this page, and the revised policy will be effective immediately upon posting.
- Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Wallace Accounting & Advisory
207 W. Hickory Street,
Suite 310 Denton, TX 76201
contact@wallaceaa.com
(214) 741-6721