At Virtue CPAs, we are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, and protect your personal data in compliance with relevant privacy laws and regulations.

1. Information We Collect

We collect personal information that is necessary for providing our accounting, tax, and financial services. This may include:

• Name, contact details (phone number, email address)
• Financial information, such as income, assets, liabilities, tax documents, and investment data
• Employment and business details
• Any other information relevant to our professional services

We may collect this information through forms, phone calls, emails, or other communication channels.

2. How We Use Your Information

Your personal data is used for the following purposes:

• To provide you with accounting, tax, and advisory services
• To communicate with you regarding your services, appointments, and account updates
• To comply with legal and regulatory requirements
• To improve our services and customer experience
• To send marketing materials (if you have opted in)

3. How We Protect Your Information

We implement industry-standard security measures to protect your personal information. This includes encryption, secure servers, and access controls to prevent unauthorized access, disclosure, or misuse.

4. 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 with:

• Service providers who assist us in providing professional services (e.g., tax preparation software providers)
• Government authorities, as required by law
• Legal and regulatory bodies for compliance purposes

5. Retention of Your Data

We retain your personal information for as long as necessary to provide our services and comply with legal and regulatory requirements. Once your information is no longer needed, we will securely dispose of it.

6. Your Rights

You have the right to:

• Access your personal data we hold
• Correct any inaccuracies in your personal data
• Request the deletion of your data (subject to legal requirements)
• Object to the processing of your personal data, where applicable

If you wish to exercise any of these rights, please contact us using the details below.

7. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these sites. We encourage you to review their privacy policies before submitting any personal information.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and the updated policy will be effective as of the date posted.

9. Contact Us

If you have any questions or concerns about our Privacy Policy or how we handle your personal information, please contact us at: info@virtuecpas.com OR 678-952-9001