Privacy Policy
HOW WE COLLECT YOUR PERSONAL INFORMATION
We collect your personal information when you actively provide it to us through your interactions with us.
WHAT PERSONAL INFORMATION WE COLLECT
Personal Information you actively provide to us or we collect from third parties, business partners, or which is publicly available
Your contact information/Identifiers: Name, email address, phone number, identity documents, and other required information necessary for completing the tax and accounting services we provide to you.
Sensitive personal information: We collect information that may be considered sensitive, such as your county of citizenship, gender, social security number, driver’s license number, or other medical or financial information when you provide it to us as necessary to provide our services and from public records.
Your payment information: Billing name, address, and credit card or other payment information. We do not store any credit card numbers or information provided to us.
Other information: Social media profiles, LinkedIn URLs, custom profiles and any other information about you that you may voluntarily provide or any information about you that may be publicly available.
HOW WE USE YOUR PERSONAL INFORMATION
We use your personal information for the following purposes, to:
Communicate with you; Verify your identity to prevent fraud in compliance with applicable law; Provide you with services we are engaged with you or your company to perform; Manage your work and our customer relationship; and perform billing for our services.
We do not provide any of your personal information to third parties without your specific consent to do so. We do not pass any individual's consent to receive SMS messages from Muchortow + Paperd Advisors to any third party.
HOW LONG WE RETAIN YOUR PERSONAL INFORMATION
We will retain your personal information for no longer than is necessary to fulfill the purposes for which the information was originally collected unless a longer retention period is required or permitted by law, for legal, tax or regulatory reasons, or other legitimate and lawful business purposes.
OTHER IMPORTANT PRIVACY INFORMATION
Third Party Sites and Services: The Site may contain links to other websites and services operated by third parties. These links are not an endorsement of, or representation that we are affiliated with, any third party. We do not control third party websites, applications or services, and we are not responsible for their actions. Other websites and services follow different rules regarding their collection, use and sharing of your personal information. We encourage you to read their privacy policies to learn more.
Security: The security of your personal information is important to us. We take a number of organizational, technical and physical measures that are designed to protect the personal information we collect. However, security risk is inherent in all internet and information technologies and we cannot guarantee the absolute security of your personal information.
Children: The Site is not intended for use by anyone under the age of 13, though we may collect information on individuals under 13 in limited circumstance, we do not collect this information from these individuals directly, but instead we collect most of this information from you in connection with providing you services. Specifically, we (i) collect full the full name of an individual under 13 when wealth management accounts are opened for the benefit of said individual, (ii) collect information to confirm dependents in the provision of our income tax services, and (iii) may access information about individuals under 13 when we do an audit, such as information about said individuals who are beneficiaries of your employee benefits or accounts and that receive services under your health plan.
CHANGES TO THIS POLICY
We reserve the right to modify this Policy at any time. If we make changes to this Policy, we will post them on the Site and indicate the effective date of the change. If we make material changes to this Policy we will notify you by email or through the Site.