Privacy Policy
At Ollis Accounting, we are committed to protecting your privacy and safeguarding the personal and financial information you entrust to us. This Privacy Policy explains how we collect, use, disclose, and protect your information.
1. Information We Collect
We may collect the following types of information:
- Personal Information – Name, address, phone number, email address, Social Security number, date of birth, and other identifiers.
- Financial Information – Tax returns, bank account details, investment records, income, and expense documentation.
- Business Information – Corporate financial statements, payroll data, and business tax records.
- Technical Information – IP address, browser type, device information, and usage data if you use our website or online tools.
2. How We Use Your Information
We use your information to:
- Provide accounting, tax preparation, and advisory services.
- Communicate with you regarding your account or inquiries.
- Comply with legal, regulatory, or contractual obligations.
- Improve our services and website functionality.
3. How We Share Your Information
We do not sell or rent your personal information. We may share it with:
- Government agencies as required by law (e.g., IRS or state tax authorities).
- Third-party service providers who support our operations (e.g., cloud storage or payroll processors), under strict confidentiality agreements.
- Legal or regulatory bodies in the event of audits, investigations, or legal processes.
4. Data Security
We implement appropriate technical and organizational safeguards to protect your data from unauthorized access, disclosure, alteration, or destruction. These include secure file storage, encryption, and access controls.
5. Retention of Information
We retain your information only as long as necessary to fulfill our services and legal obligations. When no longer required, we securely dispose of your data.
6. Your Rights and Choices
Depending on your location, you may have the right to:
- Access the information we hold about you.
- Request correction or deletion of inaccurate or outdated information.
- Object to certain uses of your data.
- Withdraw your consent where processing is based on consent.
To exercise any of these rights, please contact us using the information below.
7. Cookies and Website Use
Our website may use cookies or similar technologies to enhance user experience and track usage data. You may adjust your browser settings to limit or disable cookies.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their privacy policies.
9. Updates to This Policy
We may update this Privacy Policy periodically. The effective date will be updated accordingly. We recommend reviewing this policy regularly for any changes.
10. Contact Us
If you have questions about this Privacy Policy or your personal data, please contact us.