January 1, 2023
We reserve the right to make changes to this Policy at any given time. If you want to make sure that you are up to date with the latest changes, we advise you to frequently visit this page.
Cynthia R. Cherry, CPA LLC collects various information about you from visiting our website, any social media pages, and/or filling out our contact forms, or email through our website including:
to schedule an appointment
to respond or follow up on your inquiries
to notify you of the status of your inquiries
to notify you of marketing including events, new information, hours open changes, appointment schedules, and more
We may use apps or marketing services to help us better manage this information. However, we will never sell your information to third parties.
So as a recap, we will NEVER sell your information to third. In addition, we will never contact you directly without your consent. (Consent is your initial contact of us whether by service purchase or contacting us directly).
Cynthia R. Cherry, CPA, LLC collects nonpublic personal information about you from various sources including:
interviews regarding your tax situation
applications, organizers, or other documents that supply such information as your name, address, telephone number, social security number, number of dependents, income, and other tax-related data
tax-related documents that you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
This nonpublic personal information is located in our secure portal and not disclosed to anyone, except as requested by our clients or as required by law. We restrict access to personal information concerning you, except to our employees, who need such information in order to provide products and services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.