Here at Richardson Accounting and Tax, we adhere to the highest level of professional standards and ethical behavior and take great responsibility in the protection of the confidentiality of our clients’ information. We value the trust and confidence our clients have placed in us and want to assure them that their personal information is treated as confidential in all areas of our practice.
PERSONAL INFORMATION WE COLLECT:
We collect personal information necessary to provide the service requested. This information includes, but is not limited to: Name, address, telephone number, email address, tax and legal documents
We collect various types of personal information from the following sources:
- During meeting (in person or via telephone) with our client, mail or email correspondence with the client, on tax worksheets or other documents used in preparing tax returns or in providing other services
- Information about our client’s transactions with us, our affiliates, or others. Such information may include, for example, investment allocations and performance, investment objectives, parties to transactions, account balances, and payment history.
- Information we receive directly from out clients or send to our clients, at the client’s request, if contacted online. We will retain the information provided to us to deliver email messages to our clients. We may retain the contents of client’ email messages, email addresses, and our subsequent responses to the client.
USE OF PERSONAL INFORMATION:
We may use client personal information for any legitimate business purposes relating to our professional services and/or business activities. The purposes of collecting and processing clients’ personal information may include:
- Responding to client queries posted on our website or emailed to us
- Onboarding a client and verifying their identity (as required by law)
- Providing the client with professional services
- Referring the client to other service providers with the clients’ consent
- Complying with our regulatory or other obligations
PARTIES TO WHOM WE DISCLOSE INFORMATION:
We may disclose personal information under the following circumstances:
- With professional advisors as necessary to establish, exercise, or defend legal rights and obtain advice in connection with the operating of our business.
- When explicitly requested by you
- When required to deliver publications or reference materials requested by you
- To law enforcement, regulatory and other government agencies, and professional bodies, as required by and/ or in accordance with laws and regulations
PROTECTING THE CONFIDENTIALY AND SECURITY OF YOUR PERSONAL INFORMATION:
We maintain physical, electronic, and procedural safeguards to guard your personal information. In doing so, we restrict employee access to personal information on the basis of necessity to provide services to you. Employees are bound by internal policies and procedures and are subject to disciplinary action for any policy violations.
We have implemented generally accepted standards of technology and operational security in order to protect personal information from loss, misuse, alteration, or destruction.
Although we use appropriate security measures upon collection of your personal data, the transmission of data over the internet (including email) is never completely secure. We endeavor to protect personal data but cannot guarantee the security of data transmitted to or by us.
CLIENTS’ LEGAL RIGHTS IN RELATION TO PERSONAL DATA:
As a client, you have a legal right to:
- Obtain confirmation a to whether we process your personal data, receive a copy of your personal data, and obtain certain other information about how and why we process your personal data
- The right to request that your personal data be amended or rectified where it is inaccurate and to have incomplete personal data completed
- The right to request the deletion of personal data.
- The right to restrict or object to the processing of personal data
The right to withdraw consent:
Where we process data based on consent, individuals have a right to withdraw consent at any time. However, doing so could result in us no longer being able to render professional services to you
LINKS ON OUR WEBSITE:
We may include links to other third-party websites, which do not fall under our supervision. We cannot accept any responsibility for your privacy or the content of these websites. Still, we display these links to make finding information about specific subjects easier for you.
RETENTION OF INFORMATION:
We retain personal information by the required retention periods in law or for legitimate business purposes.
CHANGES TO THIS POLICY:
This profession requires the upmost attention to the ethical obligations we hold regarding our clients’ confidentiality and security. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such a manner as to always maintain your trust and confidence.