Mark Rivera CPA's Privacy Policy Explained

Mark Rivera CPA Privacy Policy: Protecting Your Personal Data

To Our Valued Clients:

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you – which we are more than happy to do. We hope that by taking a few minutes to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.

By using our website, you hereby consent to our Privacy Policy.

A. Types of Information We Collect

We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal and business income tax returns and may also provide various bookkeeping or tax and financial planning services to you at your request.

Examples of sources from which we collect information include:

interviews and phone calls with you,
letters or e-mails from you,
information from the contact page on our website,
tax return or financial planning organizers, and
financial history questionnaires.

B. Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:

To comply with a validly issued and enforceable subpoena or summons.
In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board of organization.
In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
To provide information to affiliates of the firm and non-affiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)

C. Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of out firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call or email us if you have any questions or if we can be of further service.

Best regards,

Mark Rivera CPA, PLLC

Introduction to Our Privacy Commitment

At Mark Rivera CPA, PLLC, we understand that your personal information is sensitive and requires protection. This commitment to privacy is foundational to our relationship with clients, ensuring that you can trust us with your financial data.

We take our responsibility seriously and have established this privacy policy to clarify how we collect, use, and safeguard your information. Our goal is to maintain transparency and provide you with the assurance that your data is handled with the utmost care and confidentiality.

D. Your Rights Regarding Personal Information

As a client, you have specific rights concerning your personal information that we collect and maintain. These rights include the ability to access your information, request corrections, and inquire about how your data is used.

We encourage you to exercise these rights by contacting us directly. Our team is here to assist you in understanding your options and ensuring that your preferences are respected in accordance with applicable laws and regulations.

E. Updates to Our Privacy Policy

Our privacy policy may be updated periodically to reflect changes in our practices or legal requirements. We are committed to keeping you informed about any modifications that could affect how we handle your personal information.

When updates are made, we will notify our clients through appropriate channels, including our website and direct communications. It is important to review this policy regularly to stay informed about our privacy practices.

F. Contact Information for Privacy Concerns

If you have any questions or concerns regarding our privacy policy or how we manage your personal information, we encourage you to reach out to us. Our dedicated team is ready to assist you with any inquiries you may have.

You can contact us via email at markrivera@markriveracpa.com or call us at (704) 459-8185. We value your trust and are committed to addressing your privacy-related concerns promptly and effectively.