Privacy

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. We hope that by taking a few moments to read our Privacy Policy you will have a better understanding of what we do with the information you provide to us and how we keep it private and secure.

As a general visitor to this Website, Spicer Jeffries LLP does not collect any personally identifiable information about you. We automatically record information sent by your browser in our server logs, including your IP address, the pagers you visit, and other non-personally identifiable information, which we use to analyze our Web traffic and administer our servers. Site statistics may be complied by or reported to our third part service providers.

Types of Information We Collect

 We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your income tax returns and may also use it to provide various tax and financial planning services to you at your request.

Examples of sources from which we collect information include:

  • Interviews and phone calls with you;
  • Letters or e-mails from you;
  • Tax return or financial planning organizers, and
  • Financial history questionn

Cookies and Other Tracking Methods

 When you view our website, we might store some information on your computer. This information will be in the form of a “cookie” or smaller file. Cookies are small pieces of information stores on your hard drive, not on our site.

Cookies, which are tied to personal information, do not spy on you or otherwise invade your pricy, and they cannot invade your hard drive and steal information. Rather, they help you navigate a website as easily as possible. Cookies can help us provide information that is targeted to your interests and they allow us to better understand how users use our site, which in turn helps us focus our resources on features that are most popular with our users. You are always free to decline our cookies if your browser permits, but some parts of our site may not work properly in that case. 

Parties to Whom We Disclose Information

 As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:

  1. To comply with a validly issued and enforceable subpoena or summons.
  2. In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
  3. In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
  4. As part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
  5. 5. To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party that prohibits them from disclosing or using the information other than for the purposes for which it was (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)

Review and Removal of your Personally Identifiable Data

 If you provide us with personally identifiable information to have us perform ongoing services to you, we will provide you with a way to review the information we have on file and either change or remove such data. To do so, please notify us via post or phone at the address and number above and will provide you with your contact information for review. To make changes, send us the change and we will respond to you request for access within thirty (30) days of the request. Unfortunately, to the extent that such information is also stored in other databases, we cannot always ensure that such corrections or deletions will reach the other databases. If you wish to have information you provided to us online removed from our records, please provide us with the information as you submitted it to us at the address above.

We will use all the reasonable efforts to ensure that your information is removed from our records.

Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, or Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Changes to This Policy

 From time to time we may revise our Privacy Policy. Any changes to this policy will be posted on this Website.

Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please contact us if you have any questions or if we can be of further service.