Privacy Policy
Pinnacle Accounting & Tax Services
Effective Date: January 31, 2025
At Pinnacle Accounting & Tax Services, we are committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy outlines how we collect, use, and safeguard your information when you engage with our services.
1. Information We Collect
We may collect the following types of information when you interact with us:
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Personal Information: Name, address, phone number, email address, Social Security number, and other identifying details.
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Financial Information: Tax records, income details, bank account information, and other financial data necessary for tax preparation and accounting services.
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Business Information: Employer Identification Numbers (EINs), business financial statements, and other relevant business data.
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Website Usage Information: When you visit our website, we may collect data such as IP address, browser type, and cookies for analytics and security purposes.
2. How We Use Your Information
We use the collected information to:
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Provide tax preparation, bookkeeping, and accounting services.
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Process financial transactions and file tax returns.
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Respond to inquiries and communicate service-related updates.
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Comply with legal and regulatory requirements.
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Improve our services and website functionality.
3. Information Sharing & Disclosure
We do not sell, rent, or share your personal information with third parties, except in the following cases:
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Legal Compliance: If required by law, court order, or government regulations.
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Service Providers: Trusted third-party vendors who assist in delivering our services (e.g., tax software providers, payment processors) with strict confidentiality agreements.
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Client Authorization: When you explicitly consent to sharing your information with a third party.
4. Data Security
We take the security of your information seriously and implement industry-standard measures to protect against unauthorized access, disclosure, or misuse. This includes:
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Encryption of sensitive data.
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Secure storage of physical and digital records.
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Restricted access to client information.
5. Your Rights & Choices
You have the right to:
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Request access to the personal information we hold about you.
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Correct or update any inaccurate data.
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Request deletion of certain personal information, subject to legal obligations.
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Opt out of marketing communications (if applicable).
6. Cookies & Website Tracking
Our website may use cookies to enhance user experience and analyze site traffic. You can adjust your browser settings to disable cookies, though this may affect website functionality.
7. Updates to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on our website with the updated effective date.
8. Contact Us
If you have any questions about this Privacy Policy or how we handle your information, please contact us:
Pinnacle Accounting & Tax Services, LLC
8 Old Bridge Turnpike
Suite 5
South River, NJ 08882
By using our services, you acknowledge that you have read and agree to this Privacy Policy.