Privacy Policy
Privacy
The Lancaster CPA Firm, P.C. ("The Firm") takes steps to ensure it meets privacy principles and requirements with respect to personal information under applicable United States privacy legislation. The purpose of this statement is to inform our customers and other individuals we deal with ("you" or "your") how we collect, use, disclose and protect your personal information. Personal information is information about an identifiable individual.
Personal Information We Collect
The Firm and its agents and representatives collect personal information in a number of circumstances in the course of providing accounting and tax services to customers. Personal information we collect may include:
- Contact Information: Name, address, telephone number, email address and other contact information;
- Financial Information: Credit card numbers, bank name, billing address, transaction and purchase history with The Firm;
- Usage Information and History: The Firm usernames and passwords, ip address, support ticket history, visit history to www.LancasterFirm.cpa and related websites;
- Such other information we may collect with consent or as permitted or required by law.
Use of Personal Information
The Firm generally uses personal information for the following purposes:
- for billing purposes, including managing, administering, collecting or otherwise enforcing accounts;
- for general administrative purposes and to ensure compliance with legal, regulatory, insurance, security and processing requirements;
- for customer relations purposes, we may contact customers to ensure their satisfaction with our services; and
- otherwise with consent or as permitted or required by law.
Disclosure of Your Personal Information
The Firm discloses personal information only as necessary to meet legal, regulatory, insurance, audit, processing and security requirements, with your consent, or as permitted or required by law.
In addition to the above, personal information may be disclosed to our affiliates for internal audit, management, billing or administrative purposes.
In no event will The Firm disclose any personal information about any customer to any third party without the customer's express written consent. The Firm has taken security measures to ensure customer information is protected against loss, alteration or misuse. These measures include strong database encryption and secure protocols, such as SSL, when transmitting private information over the Internet.
Service Providers
Personal information, NOT including financial information, may also be transferred to third party agents or service providers we engage to provide technical support on our behalf, some of which may be located outside of the United States. We take reasonable measures to ensure that your personal information that may be collected, used, disclosed or otherwise processed by these service providers on our behalf is protected and not used or disclosed for purposes other than those for which it was intended.
Business Transactions
Personal information may be used by The Firm and disclosed to parties connected with the contemplated or actual financing, securitization, insuring, sale, assignment or other disposal of all or part of The Firm or our business or assets, for the purposes of evaluating and/or performing the proposed transaction. These purposes may include:
- permitting those parties to determine whether to proceed or continue with the transaction;
- fulfilling reporting, inspection or audit requirements or obligations to those parties;
- permitting the use and disclosure of your personal information by those parties (for example, assignees) for substantially the same purposes as described in this privacy statement.
Our Website/The Internet
Customer IDs and Passwords
Customer identification numbers and passwords issued by The Firm are the responsibility of the customer to keep safe and confidential. Customers must ensure that only authorized personnel access their accounts. If for any reason you are concerned about this, please email us at [email protected].
Site Visitors
The Firm collects information about visitors to its web sites such as: length of visit, the pages visited and the referrer. The Firm may also use "cookies" to help track sessions or for other administrative purposes. This information is for internal use only and helps The Firm to improve its customer service and marketing strategies.
Your Consent
Consent to the collection, use and disclosure of personal information may be given in various ways. Consent can be express (for example, orally, electronically or on a form you may sign describing the intended uses and disclosures of personal information) or implied (for example, when you provide information necessary for a service you have requested).
The Firm collects, uses and discloses your personal information with your consent, except as permitted or required by law. We may be required or permitted under statute or regulation to collect, use or disclose personal information without your consent, for example to comply with a court order, to comply with local or federal regulations or a legally permitted inquiry by a government agency, or to collect a debt owed to us.
Security
We protect your personal information using physical, electronic or procedural security measures appropriate to the sensitivity of the information in our custody or control, which may include safeguards to protect against loss or theft, as well as unauthorized access, disclosure, copying, use or modification. Authorized employees and agents of The Firm who require access to your personal information in order to fulfill their job requirements will have access to your personal information.
Access, Correction and Contacting Us
The Firm may establish and maintain a file of your personal information for the purposes described above, which will be accessible upon request. If you wish to request access or correction of your personal information in our custody or control, want to make inquiries, or have any other questions, you may contact us by email at [email protected]. Your right to access or correct your personal information is subject to applicable legal requirements.
Privacy Statement Changes
This privacy statement may be revised from time to time. If we intend to use or disclose personal information for purposes materially different than those described in this statement, we will make reasonable efforts to notify affected individuals in advance, if necessary. If you are concerned about how your personal information is used, you may email us at [email protected] or check back at our website periodically to obtain a current copy of this statement.