Collection of Personal and Financial Information

At Crownpoint Accounting, we respect the privacy and confidentiality of our clients and are committed to protecting the personal and financial information entrusted to us. This Privacy Policy explains how we collect, use, protect, and manage your information when you engage our accounting and bookkeeping services. Our Commitment to Privacy Crownpoint Accounting understands that financial records contain sensitive and confidential information. We are committed to maintaining the highest standards of professionalism, accuracy, and confidentiality while handling your personal and business information. Information We Collect We may collect information necessary to provide accounting, bookkeeping, tax preparation, and related financial services, including: Personal identification information (such as name, address, contact information, and identification details) Business information and corporate records Financial records, transaction details, and supporting documentation Tax-related information required for preparation and filing services Banking information and other financial account details Information provided through our website, email, or client communications How We Use Your Information Crownpoint Accounting collects and uses your information only for legitimate business purposes, including: Providing bookkeeping, accounting, and tax-related services Preparing financial reports and records Assisting with tax filings and compliance requirements Communicating with you regarding your account and services Maintaining accurate client records Meeting legal, regulatory, and professional obligations Confidentiality and Protection of Information Your financial information is treated as confidential and is only accessed by authorized individuals who require the information to provide services. We take reasonable measures to protect your information from unauthorized access, loss, misuse, or disclosure. These measures may include secure record-keeping practices, restricted access, and the use of appropriate technology safeguards. Sharing of Information Crownpoint Accounting does not sell, rent, or trade client information. Information may only be shared when: Required to provide requested services Authorized by you Required by law, government agencies, or regulatory authorities Necessary to comply with professional obligations When third-party services are used to assist with accounting, bookkeeping, tax, or document management processes, reasonable steps are taken to ensure your information is handled securely. Client Responsibilities Clients are responsible for providing accurate and complete information required to perform accounting and tax services. Crownpoint Accounting is not responsible for errors resulting from incomplete, inaccurate, or missing information provided by clients. Retention of Records We retain client information only for as long as necessary to provide services, meet professional obligations, and comply with applicable legal and regulatory requirements. When records are no longer required, reasonable steps are taken to securely dispose of or delete information. Your Privacy Rights You may request information about the personal information we hold about you and request corrections where appropriate. If you have questions or concerns regarding the handling of your information, please contact Crownpoint Accounting. Website Information Our website may collect limited information through forms, analytics tools, or communication features to improve user experience and respond to inquiries. We do not collect unnecessary personal information through our website and take reasonable steps to protect information submitted online. Changes to This Privacy Policy Crownpoint Accounting may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Updated versions will be posted on our website with the revised effective date.