Halamek Tax & Advisory PLLC (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or engage with our services.

 

By using our website or services, you agree to the practices described in this policy.

 

Information We Collect

We may collect the following types of information:

 

Personal Information

Information you voluntarily provide, including:

• Name

• Email address

• Phone number

• Mailing address

• Business information

• Tax and financial information

• Documents uploaded through our secure client portal

• Information submitted through contact forms or scheduling tools

• Any other information you provide when booking services or signing up for communications

 

Website Usage Information

We may automatically collect limited technical information, including:

• IP address

• Browser type

• Device information

• Website pages visited

• General website interaction data

 

How We Use Your Information

We use collected information to:

• Provide tax, bookkeeping, accounting, and advisory services

• Communicate regarding appointments, services, and updates

• Maintain and improve our website and client experience

• Comply with legal, regulatory, and professional obligations

• Deliver secure client portal access and document exchange

 

Sharing of Information

We do not sell your personal information.

Information may be shared only when necessary to:

• Provide requested services

• Work with trusted service providers or software platforms

• Comply with legal, regulatory, or professional obligations

 

Third-party providers may include payment processors, secure portal providers, tax software providers, cloud storage providers, and bookkeeping platforms.

 

Client Portal & Electronic Communication

We may utilize secure third-party software providers for communication, document exchange, invoicing, electronic signatures, bookkeeping collaboration, and tax preparation.

While we take reasonable measures to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure. By communicating electronically or using client portal systems, you acknowledge these inherent risks.

 

Text Messaging Policy

We may send text messages related to appointments, reminders, or service-related communication.

Opt-Out: You may opt out of text communications at any time by replying STOP to any message.

 

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, or misuse.

 

Data Retention

We retain records and information only as long as necessary to comply with legal, regulatory, insurance, and professional record retention requirements.

 

Your Rights & Choices

You may request access to, correction of, or deletion of your personal information by contacting us directly, subject to applicable legal and professional retention requirements.

You may also unsubscribe from marketing emails using the unsubscribe link included in those communications.

 

External Links

Our website may contain links to third-party websites or platforms. We are not responsible for the privacy practices or content of external websites.

 

Changes to This Policy

We may update this Privacy Policy periodically. The most current version will always be posted on our website.

 

Contact Information

If you have questions regarding this Privacy Policy, please contact:

Halamek Tax & Advisory PLLC
Email: [email protected]

Website: www.halamektax.com