Effective Date: January 2025
At Schwind Accounting Services, Inc., we value your privacy and are committed to protecting the personal and financial information you share with us. This Privacy Statement outlines how we collect, use, protect, and disclose information in the course of providing accounting, bookkeeping, tax, and related financial services.
1. Information We Collect
We may collect the following types of personal and financial information from you:
- Name, mailing address, phone number, and email address
- Social Security numbers or Tax Identification Numbers
- Bank account details and financial institution information
- Employment and income records
- Business and personal tax documents
- Financial statements, transaction records, and payment information
This information is collected when you:
- Contact us via phone, email, or our website
- Provide documentation for accounting or tax services
- Schedule consultations or use our services
- Submit inquiries through our contact forms
2. How We Use Your Information
We use your information for the following purposes:
- To provide accounting, tax preparation, payroll, and related services
- To communicate with you regarding your services or account
- To fulfill legal and regulatory obligations
- To maintain accurate internal records
- To improve our service offerings
We do not sell, rent, or trade your personal information to any third parties.
3. Information Sharing
Your information may be shared only under the following circumstances:
- With authorized employees or contractors involved in service delivery
- With third-party service providers under strict confidentiality agreements (e.g., tax software providers, electronic filing services)
- When required by law, regulation, court order, or legal process
4. Data Security
We implement appropriate physical, electronic, and administrative safeguards to protect your personal and financial information from unauthorized access, misuse, or disclosure. Our systems are designed to meet professional industry standards and compliance requirements.
5. Your Rights and Choices
You have the right to:
- Request access to the personal data we maintain about you
- Correct inaccuracies in your information
- Withdraw consent to non-essential communications
- Request deletion of data not required by law or for business operations
To exercise these rights, please contact us using the information below.
6. Contact Us
If you have any questions about this Privacy Statement or your personal data, please contact:
Schwind Accounting Services, Inc.
7304 Lakewood Dr W, Suite 22
Lakewood, WA 98499
Phone: (253) 227-9695
Email: judy@schwindaccounting.com