Privacy Policy

About This Policy

This Privacy Policy describes the information practices of Susy Ivy Accounting CORP ("SIA," "we," "us," or "our") in connection with our public website, professional services, and secure online client portal (collectively, the "Services").

This Policy applies to individuals, entrepreneurs, and business clients who interact with SIA through our Services. By using our Services, you acknowledge that you have read and understand this Privacy Policy.

This Policy is intended to provide meaningful notice of SIA's information-collection, use, and sharing practices. It is not a contract and does not create legal obligations beyond those described herein.

Information We Collect

SIA may collect the following categories of information depending on how you interact with our Services:

Contact Information

When you submit an inquiry, schedule a consultation, or establish a client relationship, we may collect your name, telephone number, email address, and mailing address.

Account Information

When you register for or use the secure client portal, we maintain information associated with establishing and authorizing your portal access. This includes account credentials and access permissions necessary to authenticate authorized users and protect account security.

Financial and Tax Information

Depending on the services you request, SIA may receive and process financial and tax-related information. This may include tax information, accounting records, income and expense information, payroll data, business records, tax documents, financial statements, and other information necessary to provide the requested professional services.

Identity Information

Where reasonably necessary for the services you request, SIA may collect identity or taxpayer-related information required to fulfill professional and regulatory obligations.

Client Documents

You may submit or exchange documents through the portal or other means in connection with professional services. SIA receives and stores these documents as necessary to perform the services you have engaged us to provide.

Communications

When you contact us through our website forms, email, portal messaging, document requests, consultations, or other interactions with SIA, we collect the information you provide in those communications.

Technical Information

Certain technical information may be processed when users interact with our website or secure online services. This information may be used for security, authentication, operational, fraud-prevention, and diagnostic purposes consistent with applicable law.

How We Use Information

SIA uses information we collect as reasonably necessary to:

Provide accounting, tax preparation, bookkeeping, payroll-related, and business advisory services.

Provide other professional services you request.

Establish and maintain client relationships.

Communicate with you regarding your inquiries, services, and account.

Operate and administer your client portal account.

Provide secure document exchange and storage.

Authenticate authorized users and protect account security.

Process client requests and maintain business and professional records.

Protect the confidentiality, integrity, and security of information entrusted to us.

Prevent fraud or unauthorized activity.

Comply with applicable legal, regulatory, tax, and professional obligations.

Respond to valid legal requests and protect our legal rights.

Resolve disputes and administer our services.

How We Disclose Information

We do not sell client nonpublic personal information. We disclose information only as reasonably necessary to provide our services, operate and protect our business, comply with legal or professional obligations, or as otherwise permitted or required by law.

Service Providers

SIA may disclose information to service providers that assist us in providing, operating, securing, maintaining, or administering our services, subject to appropriate obligations regarding the information they process. Service providers are permitted to use or disclose the information only as necessary to perform the services they provide to us or as otherwise required by law.

Professional and Legal Requirements

Information may also be disclosed:

When directed or authorized by you where appropriate.

To professional advisors where appropriate.

To comply with applicable law, regulation, or professional standards.

Pursuant to valid legal process, subpoena, or court order.

To protect the legal rights, property, or safety of SIA, our clients, or others.

To investigate or address potential fraud, security incidents, or violations of law.

As otherwise permitted or required by applicable law.

Client and Tax Information

SIA handles tax-return information and other financial data subject to applicable professional and legal obligations. Where specific taxpayer consent is required before tax-return information may be used or disclosed for a purpose not otherwise permitted by law, SIA will obtain that consent through appropriate procedures separate from this Privacy Policy.

Acceptance of these Terms or the Privacy Policy does not constitute consent to use or disclose tax-return information beyond what is permitted or required by applicable law.

Information Security

We maintain administrative, technical, and physical safeguards designed to protect the confidentiality, integrity, and security of information entrusted to us. Access to sensitive information is limited to authorized persons with a legitimate need for that information, and our safeguards are reviewed as our operations and risks evolve.

If a security incident involving personal information occurs, SIA will evaluate the incident and provide notifications to affected individuals, regulators, or other parties where required by applicable law.

Data Retention

We retain information for as long as reasonably necessary to provide services, maintain appropriate business and professional records, satisfy applicable tax, legal, regulatory, security, and contractual obligations, resolve disputes, and protect our legal interests. Retention periods may vary depending on the type of information and the purpose for which it is maintained.

Privacy Choices and Requests

You may contact SIA to request a review, correction, or deletion of personal information we hold about you, subject to any record-keeping or legal retention requirements. Sensitive requests will be appropriately verified before records are disclosed, corrected, or deleted.

To submit a privacy-related question or request, contact us using the methods described in the Contact Us section below.

Legal and Regulatory Disclosures

This Privacy Policy is designed to satisfy applicable financial-privacy notice requirements, including those arising under the Gramm-Leach-Bliley Act and related regulations, where they apply to SIA's practices. Nothing in this Policy is intended to waive any right or obligation required by applicable law.

Changes to This Policy

SIA may update this Privacy Policy from time to time. When changes are made, the revised policy will be posted on this page with an updated effective date. Continued use of the Services after changes are posted constitutes acceptance of the updated policy.

Contact Us

Questions about this Privacy Policy or privacy-related requests may be directed to SIA by phone at 757-402-9889 or by visiting siaaccounting.com/contact.