When you use Brian Farrell, CPA, PLLC ("we," or "us") services, you are entrusting us with your information. We understand the gravity of this responsibility and work hard to protect your information and put you in control of it.
 

This Privacy Policy is designed to aid your understanding of what information we collect, why we collect it, and how you can manage your information. By using our Services, you consent to the terms of this Privacy Policy.

 

 

Categories of Information We Collect
 

Depending on your relationship with us, we may collect specific categories of information about you. Below is a description of categories of information that we may collect:
 

• Client Relationship Information: This includes information that we may request from you or that you voluntarily provide us for our records about you as a client and the services we provide you.
• Personal Identifiers and Demographic Information: This includes contact information such as your name, phone number, and email, and other types of general information that may be used to identify you.
• Financial Information: This includes information about your income, assets, liabilities, tax records, and other financial data necessary to provide our accounting and tax services.
• Device and Usage Information: When you visit our website, we may collect information about your device and how you interact with our site.
   

How We Use Your Information
 

We use the information we collect for the following purposes:
 

• To provide, maintain, and improve our accounting, tax, and advisory services
• To communicate with you about your account and our services
• To comply with legal obligations and professional standards
• To protect our rights and the rights of our clients
• To personalize your experience and improve our website
   

Information Sharing
 

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as necessary to provide our services or as required by law.

We may share information with:
 

• Government agencies (such as the IRS) as required for tax filings
• Service providers who assist us in operating our business
• Professional advisors as needed for our operations
• Other parties when required by law or to protect our rights
   

Data Security
 

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.
 

Your Rights
 

You have the right to:
 

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal requirements)
• Opt out of certain communications
   

Cookies and Tracking
 

Our website may use cookies and similar tracking technologies to enhance your experience. You can control cookies through your browser settings, though disabling cookies may affect certain features of our website.
 

Changes to This Policy
 

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

 

For Questions

 

If you have any questions about this Privacy Policy or our practices, please contact us at the methods provided below.