Your Privacy Matters to Gerrells CPA LLC

At Gerrells CPA LLC, your privacy is of paramount importance. We value the trust you place in us and are committed to ensuring that your personal data remains secure and private. As a firm certified in public accounting and a member of the Georgia Society of Certified Public Accountants, we abide by stringent ethical standards and obligations to safeguard your information’s confidentiality.

Our Privacy Commitment to You

This Privacy Policy outlines the type of information we collect from you, the circumstances under which it may be shared, and our efforts to preserve your privacy.

Types of Personal Information Collected

In order to serve your tax preparation, financial planning, and compliance needs, Gerrells CPA LLC collects a variety of personal and sometimes sensitive information from the following sources:

– Direct interactions with you, whether in person, over the phone, through mail or email, via our website and client-specific secure portals, during tax preparation, or through other documents and forms used in our services. This information may include your name, address, social security number, income, assets, and other pertinent tax and financial details.

– Your interactions with our website, such as data transmitted by internet cookies, which may include your site password, preferences, and IP address.
– Consumer reporting agencies, from which we may obtain your credit history and loan information.

Conditions Under Which Personal Information is Shared

Gerrells CPA LLC does not disclose your personal information to third parties without your explicit consent, except as required by law or outlined herein.

Legal requirements may necessitate disclosure, for instance, to combat fraud, respond to a court subpoena, or ensure our adherence to professional accounting standards.

Safeguarding Your Personal Information

We prioritize the protection of your personal data. To this end, Gerrells CPA LLC employs industry-standard practices and maintains comprehensive physical, electronic, and procedural safeguards. Access to your information is limited to employees who require it to deliver our services. Our team is bound by strict confidentiality policies and faces disciplinary action if these are violated.

After Our Professional Relationship Ends

Should you decide to no longer use our services, rest assured that Gerrells CPA LLC will continue to protect your personal information as described in this privacy policy.

Our Professional Promise

As Certified Public Accountants, we hold a profound responsibility towards the confidentiality and security of your personal information. Gerrells CPA LLC is committed to protecting your data, using it responsibly, and maintaining your trust and confidence throughout our professional engagements.