Davidov & Associates, CPA (“Davidov,” “we,” “our,” or “us”) is committed to protecting your privacy and maintaining the confidentiality of your personal and tax return information.
1. Confidentiality Under Federal Law
As tax return preparers, we are prohibited by Internal Revenue Code Section 7216 from disclosing or using your income tax return information without your consent, except for the specific purpose of preparing, assisting in preparing, or obtaining and providing services in connection with the preparation of your income tax return.
Certified Public Accountants are bound by professional standards of confidentiality that are often more stringent than those required by law, including applicable state Boards of Accountancy rules and the AICPA Code of Professional Conduct.
We have always protected, and will continue to protect, your right to privacy.
2. Types of Information We Collect
We collect personal and financial information only when:
- You provide it directly to us;
- It is provided with your authorization;
- It is necessary to perform professional services for you.
This information may include:
- Name, address, phone number, and email address
- Social Security numbers or taxpayer identification numbers
- Income, deduction, and asset information
- Banking information
- Business and financial records
- Information required for tax compliance and advisory services
Information may be collected:
- In writing
- Through secure client portals
- By phone
- Online forms
- Email correspondence
- In-person consultations
- From third parties with your authorization
We use this information to:
- Prepare tax returns
- Provide accounting, tax, and advisory services
- Deliver financial planning services
- Communicate regarding your engagement
3. Website Data Collection
When you visit our website, we may automatically collect limited technical information such as:
- IP address
- Browser type
- Device type
- Pages visited
- Date and time of access
This information is used to:
- Improve website performance
- Enhance security
- Monitor system integrity
We may use cookies or similar technologies to improve functionality. You may disable cookies through your browser settings; however, certain website features may not function properly.
4. Parties to Whom We May Disclose Information
As a general rule, we do not disclose personal information about current or former clients to anyone without consent, except as permitted or required by law and professional standards.
Nonpublic personal information may be disclosed in the following circumstances:
- To comply with a validly issued subpoena, summons, court order, or regulatory request;
- In the course of a peer review or licensing board review of our firm’s practices;
- In response to inquiries or complaints from regulatory or licensing authorities;
- As part of actual or threatened legal proceedings or dispute resolution, provided disclosure is limited to what is necessary;
- To affiliates or third-party service providers (such as secure cloud storage providers, IT support vendors, payment processors, or client portal platforms) who assist us in providing services, provided they are contractually obligated to maintain confidentiality and use the information only for authorized purposes.
- Employees of our firm
We do not sell or rent your personal information to third parties.
5. Confidentiality and Security of Information
Except as described in this Notice, we restrict access to nonpublic personal information to employees, contractors, and service providers who must use that information to provide services to you.
Their use of information is limited by:
- Firm policies
- Applicable law
- Professional standards
- Confidentiality agreements where appropriate
We maintain physical, electronic, and procedural safeguards designed to comply with applicable federal and state laws and regulations, including safeguards intended to protect against unauthorized access, disclosure, or alteration of information.
6. Electronic Communications and Data Transmission Risk
Transmission of information via email or the internet carries inherent security risks. While we implement reasonable safeguards, no method of electronic transmission or storage is completely secure.
Unless you instruct us otherwise, you consent to electronic communication for engagement-related matters. We encourage use of secure client portal systems for transmission of sensitive documents.
7. Data Retention
We retain client records for the period required by law, professional standards, regulatory requirements, or legitimate business purposes. After that period, records may be securely destroyed.
8. Data Breach Response
In the event of a data security incident involving your personal information, we will take reasonable steps consistent with applicable law to investigate, mitigate harm, and provide required notifications.
9. Your Rights and Choices
You may contact us to:
- Update or correct personal information
- Request clarification regarding how your information is used
- Withdraw consent where permitted by law
Please note that certain information is necessary to provide professional services and comply with tax and regulatory obligations.
10. Changes to This Privacy Notice
We reserve the right to modify this Privacy Notice at any time. Updates will be posted on our website and become effective upon posting.
Continued use of our services or website constitutes acceptance of any revisions.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser, and we will work to continue earning your trust. Please contact us if you have any questions or if we can be of further service.ntinue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Information We Collect
We collect certain personal information about you—but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also use it to provide various tax and financial planning services to you at your request. To properly prepare your income tax return or provide other financial services, we receive information from you. This information is collected from you in written form, by phone, online, by mail, and in personal interviews and consultations conducted by us, as well as from other people with your authorization.
Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
- To comply with a validly issued and enforceable subpoena or summons.
- In the course of a review of our firm’s practices under the authorization of a state or national licensing board or, as necessary, to properly respond to an inquiry or complaint from such a licensing board or organization.
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit. We take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
- To provide information to affiliates of the firm and unaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed.
Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access and alteration.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser, and we will work to continue earning your trust. Please contact us if you have any questions or if we can be of further service.