In order to meet your needs in the course of tax return preparation, tax and financial planning and tax compliance engagements, Whalen & Company, CPAs collects personal information including but not limited to: information we receive when you meet with us in person or over the phone, information you send us by mail or email, through our website, on tax worksheets and on other documents or forms that we use in providing services for you.
Personal information includes but is not limited to your name, address, social security number, income, investments and other assets and other tax and financial attributes, information about transactions with us or our affiliates including account balance and payment history, information we receive when your computer web browser is used to navigate to any of our online artifacts including our website and social media pages including passwords, site preferences and your internet service provider, information we receive from consumer reporting agencies including your credit history and outstanding loan balances.
We do not share any personal information about you with anyone without your express consent, except as permitted by law and as follows: the law permits disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional accounting standards (peer review) and the like.
Keeping your information confidential and secure is of utmost importance. We follow standard industry practices to protect the confidentiality, security and integrity of your information. We also maintain physical, electronic and procedural safeguards to guard your information. In doing so, we restrict access to your information to those employees who need to know that information to provide products or services to you. Additionally, our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations.
As Certified Public Accountants, our professional ethical obligations and responsibilities demand no less than the highest regard and duty toward confidentiality of your personal information and the security of your privacy. We will protect your information, use it appropriately and accomplish engagements in such a manner so as to always maintain your trust and confidence in us.
Last updated: August 2015
Whalen & Company, CPAs (“us”, “we”, or “our”) operates the https://whalencpa.com/ website (the “Service”). This page informs you of our policies regarding the collection, use and disclosure of Personal Information when you use our website (“Service”).
We use your Personal Information for providing and improving the Service. By using the Service, you agree to the collection and use of information in accordance with this policy.
Information Collection and Use
While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to, your email address, name, phone number, postal address (“Personal Information”).
We collect this information for the purpose of providing the Service, identifying and communicating with you, responding to your requests/inquiries and improving our services.
We collect information that your browser sends whenever you visit our Service (“Log Data”). This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages and other statistics.
In addition, we may use third-party services such as Google Analytics that collect, monitor and analyze this type of information in order to increase our Service’s functionality. These third-party service providers have their own privacy policies addressing how they use such information.
Do Not Track Disclosure
We support Do Not Track (“DNT”). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked. You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.
We may employ third-party companies and individuals to facilitate our Service, to provide the Service on our behalf, to perform Service-related services and/or to assist us in analyzing how our Service is used.
These third parties have access to your Personal Information only to perform specific tasks on our behalf and are obligated not to disclose or use your information for any other purpose.
We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send.
Compliance with Laws
We will disclose your Personal Information where required to do so by law or subpoena or if we believe that such action is necessary to comply with the law and the reasonable requests of law enforcement or to protect the security or integrity of our Service.
The security of your Personal Information is important to us, and we strive to implement and maintain reasonable, commercially acceptable security procedures and practices appropriate to the nature of the information we store, in order to protect it from unauthorized access, destruction, use, modification, or disclosure.
However, please be aware that no method of transmission over the internet, or method of electronic storage is 100% secure and we are unable to guarantee the absolute security of the Personal Information we have collected from you through our website.
Your information, including Personal Information, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction.
If you are located outside United States and choose to provide information to us, please note that we transfer the information, including Personal Information, to United States and process it there.
Links To Other Sites
We have no control over, and assume no responsibility for the content, privacy policies or practices of any third-party sites or services.