Privacy Policy

Effective Date: July 5, 2025

Schroedel & Co. CPA, PLLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our firm for tax, accounting, audit, advisory, and related services.

1. Information We Collect

We collect personal information that you voluntarily provide to us when you:

Schedule a consultation
Submit documents or forms
Engage us for tax or accounting services
Interact with our website or client portal

This information may include:

Name, address, phone number, and email address
Social Security number and taxpayer identification numbers
Financial, employment, and income information
Banking and payment information
Documents such as tax returns, W-2s, 1099s, or financial statements

We may also collect technical data (e.g., IP address, browser type) when you visit our website.

2. How We Use Your Information

We use your information to:

Provide and manage tax, accounting, and advisory services
Prepare and file tax documents and financial statements
Communicate with you about your account or our services
Comply with legal and regulatory obligations
Improve the quality and security of our services

We do not sell or rent your personal information to third parties.

3. Sharing of Information

We may share your information with:

Authorized employees, contractors, and agents who need access to perform services
Government agencies (e.g., IRS, state tax authorities) as required by law
Third-party service providers (e.g., tax software platforms, secure file transfer services), under strict confidentiality agreements
Legal or regulatory bodies when required to comply with applicable laws or legal processes

4. Data Security

We implement a variety of security measures to protect your personal information, including:

Encryption of sensitive documents and communications
Secure servers and firewalls
Restricted access to authorized personnel only
Regular security audits and updates to protect against data breaches

Despite our efforts, no system is 100% secure. We encourage you to use strong passwords and safeguard your own devices and login credentials.

5. Your Rights and Choices

You may:

Request access to your personal information
Ask us to correct inaccurate information
Withdraw consent to certain uses of your information (subject to legal requirements)
Request deletion of your data (where legally permissible)

To make such a request, please contact us at:
📧 [Insert Email Address]
📞 [Insert Phone Number]

6. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We recommend reviewing the privacy policies of any external sites you visit.

7. Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date. We encourage you to review it periodically.

9. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

Schroedel & Co. CPA, PLLC
2912 Landon Oaks, New Hill, NC 27562
Evan.Schroedel@gmail.com
480-266-1625