Effective Date: [06.26.2025]
At Surety CFO, we are committed to protecting your privacy and ensuring the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, store, and safeguard your information when you engage our bookkeeping and tax services.
1. Information We Collect
We may collect the following types of information:
- Personal Identifiers: Name, address, phone number, email address, Social Security Number, and other government-issued identifiers.
- Financial Information: Bank account details, credit card numbers (if applicable), payroll data, tax documents, accounting records, and business financials.
- Usage Data: Website usage information, browser type, IP address, and cookies for website analytics and functionality.
2. How We Use Your Information
We use your information to:
- Provide bookkeeping, tax preparation, and advisory services.
- File documents with government agencies as required by law.
- Communicate with you regarding services, updates, or compliance requirements.
- Improve our services and ensure accurate record-keeping.
3. How We Protect Your Information
We implement a range of physical, technical, and administrative security measures to protect your data, including:
- Secure file storage (encrypted cloud services and secure servers).
- Access control and confidentiality agreements for all employees.
- Regular software updates and data backups.
4. Sharing of Information
We do not sell, rent, or trade your personal information. We may share your data only:
- With authorized employees and contractors bound by confidentiality.
- With government agencies when required by law (e.g., IRS, state tax authorities).
- With third-party vendors (e.g., payroll processors, accounting software providers) strictly for service-related functions, and only under confidentiality agreements.
5. Your Rights
You have the right to:
- Access, update, or delete your personal information.
- Withdraw consent for data processing (unless required by law).
- Request a copy of the information we store about you.
To exercise these rights, please contact us at [Insert Email Address or Phone Number].
6. Data Retention
We retain your information only as long as necessary to provide services and comply with legal obligations. Typically, financial records are kept for a minimum of seven years.
7. Cookies & Website Tracking
Our website may use cookies to improve functionality and analyze traffic. You can modify your browser settings to disable cookies, though some features may not function properly.
8. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date.
9. Contact Us
If you have any questions or concerns about our privacy practices, please contact:
Surety CFO
253 Haypath Road, Old Bethpage, NY 11804
paramita@suretycfo.com | 516-605-4617]
https://www.suretycfo.com/
