PRIVACY
Privacy Policy
Your privacy is important to us. This policy explains how we collect, use, and protect your information.
Last Updated: January 13, 2025
On this page
- 1. Introduction
- 2. Information We Collect
- 3. How We Use Your Information
- 4. Third-Party Service Providers
- 5. Cookies and Tracking Technologies
- 6. Data Security
- 7. Data Retention and Deletion
- 8. Your Privacy Rights (CCPA Compliance)
- 9. International Data Transfers
- 10. Children's Privacy
- 11. Changes to This Privacy Policy
- 12. Contact Us
1. Introduction
Firmament Accounting & Advisory ("Company," "we," "us," or "our") is committed to protecting your privacy and handling your personal information with care and respect.
This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your personal information. This policy applies to information collected through our website, contact forms, email communications, and in the course of providing professional services.
By using our website or services, you consent to the collection and use of information in accordance with this Privacy Policy.
2. Information We Collect
Information You Provide
When you contact us through our website or engage our services, we may collect:
- Name
- Email address
- Phone number
- Message or inquiry details
- Financial information and tax documents (for clients who engage our services)
- Business information (entity type, industry, business address)
Information Collected Automatically
When you visit our website, we may automatically collect certain technical information:
- IP address
- Browser type and version
- Device type and operating system
- Pages visited and time spent on pages
- Referring website or source
- Date and time of access
3. How We Use Your Information
We use the information we collect for the following purposes:
- To respond to your inquiries and provide requested information
- To deliver accounting, tax preparation, and advisory services
- To communicate with you about your engagement, deliverables, and deadlines
- To process payments and maintain financial records
- To improve our website, services, and user experience
- To comply with legal and regulatory requirements
- To protect our rights, property, and safety, and that of our clients and others
- To send occasional updates about our services (you may opt out at any time)
4. Third-Party Service Providers
We may share your information with trusted third-party service providers who assist us in operating our website and delivering our services. These providers are contractually obligated to maintain confidentiality and use your information only for the purposes we specify.
Resend
Email delivery service used to send contact form submissions and communications
Cloudflare
Website hosting, content delivery network (CDN), and security services
In the future, we may use additional services such as analytics tools to better understand website usage and improve user experience. If we do, this Privacy Policy will be updated accordingly.
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
6. Data Security
We take the security of your personal information seriously and implement industry-standard security measures to protect it, including:
- Multi-layer encryption for data transmission and storage
- Secure client portals with access controls and authentication
- Strict internal access controls limiting who can view your information
- Regular security assessments and updates
- Encrypted email communications for sensitive information
- Secure physical and digital storage of documents
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security.
You are responsible for maintaining the confidentiality of any login credentials for secure portals we provide and for notifying us immediately of any unauthorized access.
7. Data Retention and Deletion
We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this Privacy Policy.
For active client engagements, we retain information for the duration of the business relationship and for a reasonable period thereafter to address any follow-up matters, provide requested historical information, or comply with legal requirements.
Once our business relationship has ended and there is no ongoing legal or business need to retain your information, we will securely delete or anonymize your personal data.
Please note that we may be required by law or professional standards to retain certain information for specific periods (for example, tax records and financial documents). In such cases, we will retain the minimum information necessary to comply with these requirements.
8. Your Privacy Rights (CCPA Compliance)
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA):
Right to Know
You have the right to know what personal information we collect, use, disclose, and sell (we do not sell personal information).
Right to Access
You have the right to request a copy of the specific personal information we have collected about you in the past 12 months.
Right to Delete
You have the right to request deletion of your personal information, subject to certain legal exceptions (such as compliance with legal obligations or completion of active engagements).
Right to Opt-Out
You have the right to opt out of the sale of your personal information. We do not sell personal information.
Right to Non-Discrimination
You have the right to not be discriminated against for exercising any of your CCPA rights.
To exercise any of these rights, please contact us using the information provided at the end of this policy. We will respond to your request within the timeframe required by law.
9. International Data Transfers
Our services are based in the United States, and your information is stored and processed on servers located in the United States.
If you are accessing our website or using our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country.
By using our services, you consent to the transfer of your information to the United States and its processing in accordance with this Privacy Policy and applicable U.S. laws.
10. Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
If we become aware that we have inadvertently collected personal information from a child under 18, we will take steps to delete that information as quickly as possible.
If you believe we have collected information from a child, please contact us immediately.
11. Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time to reflect changes in our practices, technology, legal requirements, or other factors.
When we make changes, we will update the "Last Updated" date at the top of this policy. Material changes will be communicated through a notice on our website or via email to active clients.
Your continued use of our website or services after changes are posted constitutes your acceptance of the updated Privacy Policy. We encourage you to review this policy periodically.
12. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us:
Firmament Accounting & Advisory
Phone: 626-688-5360
Email: inquiry@firmamentaccounting.com
We are committed to addressing your privacy concerns promptly and transparently.
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