Privacy Policy

Poirier and Tse CPAs, LLC is committed to protecting the privacy of our clients. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you use our tax, bookkeeping, and financial advisory services. Please read this policy carefully to understand our views and practices regarding your personal data.

Information We Collect

We collect information to provide better services to our clients and ensure compliance with legal obligations. The types of information we may collect include:

Personal Information

  • Name

  • Address

  • Email Address

  • Phone Number

  • Social Security Number (SSN)

  • Tax Identification Number (TIN)

  • Financial Information (e.g., bank account details, income, expenses)

  • Employment Details

How We Use Your Information

We use the information we collect for various purposes, including:

  • Providing Services: To prepare tax returns, manage bookkeeping, and offer financial advisory services.

  • Compliance: To comply with legal obligations, such as tax reporting and anti-money laundering regulations.

  • Communication: To communicate with you about your account, provide customer support, and inform you of updates or changes to our services.

  • Improvement: To improve our services and enhance your customer experience.

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to others. However, we may share your information with:

  • Service Providers: Third-party vendors who perform services on our behalf, such as IT support, payment processing, and data storage.

  • Legal Requirements: When required by law, such as responding to a subpoena or similar legal process.

  • Consent: With your explicit consent.

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 our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate.

Your Rights

You have the right to:

  • Access: Request a copy of the personal information we hold about you.

  • Correction: Request that we correct any inaccurate or incomplete information.

  • Deletion: Request that we delete your personal information, subject to certain legal obligations.

  • Objection: Object to the processing of your personal data in certain circumstances.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

  • Email: info@pandtcpa.com

  • Phone: (702) 988-6620

By using our services, you agree to the terms of this Privacy Policy.