Privacy Policy
Privacy Policy
EƯective Date: March 1, 2025
We respect your privacy and are committed to protecting your personal and financial information. This Privacy Policy outlines how we collect, use, store and protect the information you provide to us when you use our tax and accounting services. By engaging with our services, you agree to the collection and use of information in accordance with this policy.
Information We Collect
The nature of our work requires us to collect nonpublic personal and financial information necessary to provide you with our tax preparation and accounting services. This may
\ include, but is not limited to:
How We Use Your Information
We use the information you provide for the following purposes:
How We Protect Your Information
We are committed to securing your personal and financial information. We implement a range of security measures to ensure the confidentiality and integrity of your data, including:
Sharing Your Information
We do not sell, rent, or share your personal information with third parties for marketing purposes. However, we may share your information in the following circumstances:
Data Retention
We retain your information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and fulfill our agreements. Once your data is no longer required, we will securely dispose of it.
Your Rights and Choices
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal obligations. Any changes will be posted on this page, and the updated policy will include an eƯective date at the top.
Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Thompson CPA, LLC
17 W. Central St.
Chippewa Falls, WI 54729
715-723-7500
Thank you for trusting Thompson CPA, LLC with your personal and financial information.
We are committed to protecting your privacy and ensuring the security or your data.
EƯective Date: March 1, 2025
We respect your privacy and are committed to protecting your personal and financial information. This Privacy Policy outlines how we collect, use, store and protect the information you provide to us when you use our tax and accounting services. By engaging with our services, you agree to the collection and use of information in accordance with this policy.
Information We Collect
The nature of our work requires us to collect nonpublic personal and financial information necessary to provide you with our tax preparation and accounting services. This may
\ include, but is not limited to:
- Personal Information: Name, address, phone number, email address, date of birth, Social Security number, Driver’s License, and other personal identifiers.
- Financial Information: Tax documents, income statements, bank statements, investment details, deductions, and other relevant financial data.
- Other Information: Any other information that you voluntarily provide to us in the course of our professional relationship.
How We Use Your Information
We use the information you provide for the following purposes:
- To prepare and file your tax returns.
- To provide accounting, tax planning and consulting services.
- To respond to inquiries and communicate with you regarding our services.
- To comply with legal and regulatory obligations.
- To improve the quality of our services and client experience.
How We Protect Your Information
We are committed to securing your personal and financial information. We implement a range of security measures to ensure the confidentiality and integrity of your data, including:
- Encryption of sensitive data during transmission.
- Secure storage of your information in our internal systems.
- Limiting access to your information to authorized personnel only.
- Regular monitoring and updates to our data protection practices.
- No method of transmitting or storing data is 100% secure, so we cannot guarantee the absolute security of your information.
Sharing Your Information
We do not sell, rent, or share your personal information with third parties for marketing purposes. However, we may share your information in the following circumstances:
- Service Providers: We may share your information with trusted third-party service providers who assist us in delivering our services (e.g., software vendors, tax filing partners, or IT support). These third parties are obligated to maintain the confidentiality of your date and use it solely for the purposes specified by us.
- Legal Compliance: We may disclose your information if required to do so by law, regulation, or court order, or if we believe disclosure is necessary to protect our rights or the safety of others.
- With Your Consent: We may share your information if you explicitly authorize us to do so.
Data Retention
We retain your information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and fulfill our agreements. Once your data is no longer required, we will securely dispose of it.
Your Rights and Choices
- Access and Correction: You have the right to request a copy of the information we hold about you can request corrections to any inaccurate or incomplete information.
- Deletion: You may request that we delete your personal information, subject to any legal obligations or requirements to retain such information.
- Opt-Out: You may choose to opt-out of receiving marketing communications from us.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal obligations. Any changes will be posted on this page, and the updated policy will include an eƯective date at the top.
Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Thompson CPA, LLC
17 W. Central St.
Chippewa Falls, WI 54729
715-723-7500
Thank you for trusting Thompson CPA, LLC with your personal and financial information.
We are committed to protecting your privacy and ensuring the security or your data.
