Deanne Financial CPA Professional Corporation (“the Firm”) is committed to protecting the privacy and confidentiality of its clients and users of its website. This Privacy Policy outlines how the Firm collects, uses, discloses, and protects your personal information. By using the Firm’s website or services, you consent to the practices described in this policy.

1. Information Collected by the Firm
The Firm may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and other contact details provided by clients or website users.

• Financial Information: Documents and data necessary for providing bookkeeping, tax preparation, accounting and consulting, and related financial services.

• Technical Information: IP address, browser type, and usage data collected when you visit the Firm’s website to enhance user experience and ensure website functionality.

2. How the Firm Uses Your Information
The Firm uses your information for the following purposes:

• To provide professional bookkeeping, tax preparation, accounting and consulting, and related financial services as outlined in our engagement agreements.

• To communicate with you regarding services, updates, or inquiries.

• To comply with legal, regulatory, and professional obligations.

• To improve the functionality and security of its website.

3. Sharing Your Information
The Firm does not sell, rent, or trade your personal information. It may share your information under the following circumstances:

• With Your Consent: When you explicitly agree to share your information with third parties.

• With Service Providers: Trusted third-party providers who assist in delivering services (e.g., IT support, data storage) and who adhere to confidentiality and privacy standards.

• As Required by Law: To comply with legal obligations, court orders, or regulatory requirements.

4. Protecting Your Information

The Firm implements appropriate technical, physical, and administrative safeguards to protect your personal information against unauthorized access, use, or disclosure. These measures include encryption, secure storage systems, and strict access controls.

5. Retention of Information
Your personal information is retained only as long as necessary to fulfill the purposes for which it was collected or to comply with legal and regulatory requirements. Upon the conclusion of services, data will be securely archived or disposed of in accordance with professional standards.

6. Your Rights
Depending on your jurisdiction, you may have the following rights:

• Access your personal information held by the Firm.

• Request correction of inaccurate or incomplete information.

• Request deletion of your personal information, subject to legal and regulatory obligations.

• Withdraw consent for data processing where applicable.

To exercise these rights, please contact the Firm at lindsay@deannefinancial.com.

7. Cookies and Website Usage
The Firm’s website may use cookies to improve user experience and analyze site performance. Cookies are small data files stored on your device. You may disable cookies through your browser settings, but doing so may limit website functionality.

8. Third-Party Websites
The Firm’s website may contain links to third-party websites. The Firm is not responsible for the privacy practices or content of these external sites. It is encouraged that you review their privacy policies before sharing any personal information.

9. Changes to this Privacy Policy
The Firm reserves the right to update this Privacy Policy at any time. Changes will be effective immediately upon posting on its website. Continued use of the Firm’s website or services constitutes acceptance of the revised policy.

10. Contact Information
If you have any questions about this Privacy Policy or how your information is handled, please contact the Firm at: lindsay@deannefinancial.com.