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Privacy Policy


My commitment to your privacy

This privacy policy is an extension of my commitment to combine the highest-quality service with the highest level of integrity in dealing with you the client. This policy is designed to assist you in understanding how I collect, use and safeguard the personal information you provide to me and to assist you in making informed decisions when using my services or swalshcpa.com.

What information do I collect?

You may provide two types of information: personal information you knowingly choose to disclose that is collected on an individual basis and website use information collected on an aggregate basis as you and others browse our website.

Personal information you choose to provide

If you choose to use my services, you will need to provide personal information. For example, you may need to provide the following information:
  • Name 
  • Mailing address 
  • Email address 
  • Home and business telephone number
  • Historical financial and tax records
  • Social security number
  • Credit card number (for payment of services)
  • Tax preparation worksheets
  • Other personal financial information required to complete services

Email information

If you choose to correspond with me through email, I may retain the content of your email messages together with your email address and our responses. I provide the same protections for these electronic communications that we employ in the maintenance of information received by mail and telephone. While we guarantee the security of your email content once it reaches us, we remind you that email messages in transit are generally not considered secure. We strongly recommend all sensitive personal financial information be sent to us in a form other than email.

How do I use the information that you provide?

I use personal information solely for the purpose of providing my accounting services and providing you excellent customer service. Occasionally, I may also use the information I collect to notify you about important changes to the tax code, my website, new services and special offers I think you will find valuable.

How do I protect your information?

My values, ethical standards, policies and practices are committed to the protection of customer information. In general, my business practices limit access to confidential information, and limit the use and disclosure of such information to authorized persons, processes and transactions. I have in place multiple physical methods to protect all of your information.

Do I disclose any information to outside parties?

No.

What about legally compelled disclosure of information?

I may disclose information when legally compelled to do so, in other words, when I, in good faith, believe that the law requires it or for the protection of my legal rights.

What about other websites linked to our website?

I am not responsible for the practices employed by websites linked to or from my website nor the information or content contained therein. Often links to other websites are provided solely as pointers to information on topics that may be useful to the users of swalshcpa.com.

Please remember that when you use a link to go from my website to another website, my privacy policy is no longer in effect. Your browsing and interaction on any other website, including websites which have a link on my website, is subject to that website’s own rules and policies. Please read over those rules and policies before proceeding.

What if you decide to discontinue use of my services?

If you decide to discontinue use of my services or only use my services intermittently, I will apply every portion of my privacy policy to your information to insure the safety of your information.

Your consent

By use of services from Susannah W. Walsh, CPA, PLLC or use of swalshcpa.com you consent to my collection and use of your personal information as described in this privacy policy. If I change my privacy policies and procedures, I will post those changes on my website to keep you aware of what information I collect, how I use it and under what circumstances I may disclose it.

 

Susannah W. Walsh
Certified Public Accountant, PLLC
2201 Long Prairie Road, Suite 107-105 • Flower Mound, Texas  75022
Toll Free 877.626.8299  • Fax 877.626.8199

 
Read the terms in which this web site and my services are provided. Read my privacy policy.
Email susannah@swalshcpa.com for any question you may have regarding this site.
Copyright © 2012
Susannah W. Walsh, CPA, PLLC