At CHD Associates, we are committed to safeguarding the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website.
Information Collection
We collect nonpublic personal information about you from various sources, including:
- Information we receive from you on forms, in emails, or in person, such as your name, address, Social Security number, income, and other tax or financial details
- Information about your transactions with us or others
- Information we receive from third parties, such as financial institutions or government agencies
We only collect information necessary to provide professional services related to tax preparation, accounting, bookkeeping, and consulting.
Information Disclosure
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required or permitted by law. This may include:
- Disclosure to tax authorities when filing returns
- Third-party service providers who assist us in delivering services (e.g., e-filing providers, IT support)
- Professional oversight or regulatory agencies (when applicable)
Confidentiality & Security
We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your personal information. These include:
- Secure document storage
- Encrypted email communications (when appropriate)
- Access controls and confidentiality agreements for employees and contractors
Only authorized personnel have access to your personal information, and we train our staff on maintaining client confidentiality.
Website Data & Cookies
When you visit our website, we may collect standard website usage data, including:
- Your IP address, browser type, pages visited, and time spent on the site
- This data is used solely to improve the performance and user experience of our website
- Our website may use cookies; you can disable cookies in your browser settings
We do not collect any personal information through our website unless you voluntarily provide it (such as through our contact form).
Your Rights
You may contact us at any time to:
- Access or correct the personal information we hold about you
- Request that we delete your information (subject to any legal recordkeeping requirements)
- Ask questions about this policy or how your data is used
Policy Changes
We reserve the right to modify this policy at any time. Any updates will be posted on this page with a new effective date. We encourage you to review this policy periodically.