US Real Estate CPA (“Company,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of your personal, financial, and property-related information. This Privacy Policy outlines how we collect, use, and safeguard the data you provide to us in connection with our tax, accounting, and advisory services tailored for the real estate sector.
By using our services, accessing our website, or providing personal information, you agree to the terms outlined in this Privacy Policy.
Information We Collect
We may collect the following types of personal, financial, and property-related information:
- Personal Information: Your name, address, phone number, email address, Social Security number (SSN), Tax Identification Number (TIN), and other identifiers.
- Financial Information: Your financial records, income, expenses, investments, tax returns, and other financial documents necessary for providing our services.
- Real Estate Information: Details about your real estate properties, including property addresses, transaction history, rental income, and related documents.
- Payment Information: Credit card, bank account details, or other payment methods used to settle fees for our services.
- Other Information: Information you provide when you contact us or interact with our website, including cookies, IP addresses, and browsing data.
How We Collect Information
We collect information through various methods:
- Directly from You: Information you provide when you engage our services, fill out forms, or contact us via email, phone, or through our website.
- Automated Technologies: Data is collected through cookies, web beacons, and other tracking technologies used on our website.
How We Use Your Information
We use the information we collect for the following purposes:
- Provide Services: To perform tax preparation, accounting, and advisory services tailored to your real estate activities.
- Client Support: To respond to your inquiries, provide customer support, and assist with any issues or requests.
- Billing and Payments: To process payments and bill for services rendered.
- Communication: To communicate important updates, reminders, and notifications related to your services and account.
- Legal Compliance: To comply with U.S. tax laws, including the Internal Revenue Code (IRC), anti-money laundering regulations, and state-specific real estate tax laws.
- Improve Services: To analyze and improve our website, services, and client experience.
How We Share Your Information
We will not sell, rent, or otherwise share your personal information with third parties except in the following situations:
- Service Providers: We may share your information with trusted third-party service providers who assist us in delivering our services (e.g., payment processors, IT service providers). These service providers are obligated to maintain the confidentiality and security of your information.
- Legal Requirements: We may disclose your information to comply with applicable laws, regulations, legal processes, or governmental requests.
- Business Transfers: In the event of a merger, acquisition, or sale of our company or assets, your information may be transferred to the acquiring party.
- With Your Consent: We may share your information with others if you give us explicit consent to do so.
Data Security
We implement a variety of security measures to protect your personal and financial information. These include encryption, access controls, secure servers, and regular audits. However, please be aware that no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee the absolute security of your data.
Your Rights and Choices
As a client, you have certain rights regarding your personal information, including:
- Access and Correction: You may request access to or correction of the personal information we hold about you.
- Opt-Out: You may choose to opt out of receiving marketing communications from us at any time by following the unsubscribe instructions in emails or by contacting us directly.
- Data Deletion: You may request the deletion of your personal information in accordance with applicable laws, subject to any legal obligations we may have to retain such data (e.g., for tax or accounting purposes).
To exercise any of these rights, please contact us at the details provided below.
Cookies and Tracking Technologies
We use cookies, web beacons, and other tracking technologies to collect information about your interactions with our website. These technologies help us improve the user experience, analyze website traffic, and deliver personalized content. You can adjust your browser settings to refuse cookies or alert you when cookies are being used, but please note that some website features may not function properly if cookies are disabled.
Children’s Privacy
Our Services are not intended for individuals under the age of 18. We do not knowingly collect or solicit personal information from minors. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information from our systems.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Any changes to this Privacy Policy will be posted on our website, and the “Effective Date” at the top of this page will be updated accordingly. Please review this Privacy Policy periodically to stay informed about how we are protecting your information.
By using our services, you acknowledge that you have read, understood, and agree to the terms outlined in this Privacy Policy.