Privacy Policy
At Good Steward Tax & Finance, we are committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us. By engaging with our services, you consent to the practices described in this policy.
Information We Collect
We collect personal information from clients and visitors to our website to provide accounting services and improve user experience. The information we may collect includes:
Contact Information: Such as name, address, phone number, and email address.
Financial Information: Such as bank account details, tax information, and financial statements.
Identification Information: Such as Social Security numbers or government-issued identification numbers.
Website Usage Information: Such as IP addresses, browser types, and browsing history.
How We Use Your Information
We use the information we collect for the following purposes:
Providing Services: To deliver accounting, tax, and consulting services according to your needs.
Communication: To communicate with you about your account, updates to our services, and respond to inquiries.
Legal Compliance: To comply with legal obligations and regulations, including tax laws and reporting requirements.
Improvement: To analyze trends, enhance our services, and optimize user experience on our website.
Information Sharing
We do not sell, trade, or rent your personal information to third parties for marketing purposes. However, we may share your information with trusted third parties in the following circumstances:
Service Providers: We may share your information with third-party service providers who assist us in delivering our services, such as IT support or software providers.
Legal Compliance: We may disclose your information to comply with applicable laws, regulations, or legal processes.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.
Data Security
We implement industry-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure. Therefore, we cannot guarantee absolute security.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.
Your Rights
You have the right to:
Access: Request access to the personal information we hold about you.
Correction: Request correction of any inaccurate or incomplete information.
Deletion: Request deletion of your personal information, subject to legal requirements.
Opt-Out: Opt-out of receiving marketing communications from us.
To exercise your rights or if you have any questions or concerns about our Privacy Policy, please contact us using the information provided below.
Changes to This Policy
We reserve the right to update or revise this Privacy Policy at any time. We will notify you of any changes by posting the new Privacy Policy on this page.
Contact Us
If you have any questions about this Privacy Policy or our practices, please contact us at:
Good Steward Tax & Finance
1590 US Route 7 South
Middlebury, Vermont 05753
Last Updated: February 2024