Privacy Policy

Effective Date: December 1, 2024

At Casey Genovese, CPA, PLLC we prioritize the privacy and security of our clients and website visitors. This Privacy Policy outlines how we collect, use, and protect your information. By using our website, you agree to the terms of this policy.

1. Information We Collect

We collect basic contact information to respond to inquiries regarding our tax services. The types of data we collect include:

Name
Email Address
Phone Number

Sensitive documents and financial information are not collected directly through this website. Clients are provided with separate secure links for uploading such materials.

2. Purpose of Data Collection

The information collected is used solely for the following purposes:

Responding to inquiries about our services
Communicating with potential and current clients regarding tax service needs

3. Data Sharing

We do not share your information with third-party services, marketing platforms, or other external entities.

4. Retention of Data

We retain contact information for up to 12 months or until the client relationship has ended, whichever comes first. If you engage us for tax-related services, we comply with record retention requirements per IRS regulations.

5. User Rights

You have the following rights regarding your personal data:

Access: You can request a copy of the information we have collected about you.
Correction: You can request corrections to your personal information if it is inaccurate.
Deletion: You can request the deletion of your personal data at any time.

To exercise these rights, please contact us via the contact form on our website.

6. Security Measures

We take data security seriously. Our website and systems utilize:

Encryption to protect the transmission of data
Secure servers to store and manage all client information

Sensitive client information, such as tax documents, is uploaded via secure links, separate from the website.

7. Compliance with Privacy Laws

We comply with Nevada state privacy laws, as well as the principles of the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). Under Nevada law, you may request that we refrain from selling your personal data. While we do not sell data, you can contact us with any questions or concerns regarding your privacy rights. If you are a resident of the European Union, you have additional rights under GDPR, including data portability and the right to restrict processing. California residents may request details on how their information is collected and used under CCPA.

8. Contact Us

If you have questions or concerns about this Privacy Policy or your personal data, please contact us via the contact form on our website.

9. Updates to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or for operational, legal, or regulatory reasons. Updates will be posted on this page, with the "Effective Date" updated accordingly.