Privacy Policy

R&R Accounting Corp.

R&R Accounting Corp. ("Company," "we," "us," or "our") is committed to protecting the privacy, confidentiality, and security of the personal and financial information entrusted to us by our clients and website visitors.

This Privacy Policy explains how we collect, use, disclose, store, and protect information obtained through our website and in connection with our accounting, bookkeeping, tax preparation, tax planning, payroll, and fractional CFO services.

By using our website or submitting information through our online forms, you acknowledge the information practices described in this Privacy Policy.

We may collect personal, business, and financial information necessary to provide our professional services, respond to inquiries, and maintain client relationships.

Personal Information

This may include:

• Full name, mailing address, email address, and telephone number.
• Business name, business address, and contact information.
• Social Security numbers, Individual Taxpayer Identification Numbers, and Employer Identification Numbers when required for professional services.
• Employment, income, and financial information.
• Other information voluntarily provided through website forms, email communications, or client consultations.

Financial and Tax Information

When you engage our professional services, we may collect:

• Federal, state, and local tax returns and supporting documentation.
• Bank account information and financial statements.
• Payroll records, employee information, and business financial records.
• Income statements, balance sheets, and bookkeeping records.
• Information regarding investments, business ownership, and other financial matters relevant to the services requested.

Website and Technical Information

When you visit our website, certain information may be collected automatically, including your IP address, browser type, device information, pages visited, referral sources, and website interaction data.

This information may be collected through cookies, analytics tools, and other website technologies, depending on the functionality enabled on our website.

R&R Accounting Corp. may use the information collected for the following purposes:

• Providing accounting, bookkeeping, tax preparation, tax planning, payroll, and financial advisory services.
• Responding to inquiries and scheduling consultations.
• Preparing and filing tax returns and other required financial documents.
• Maintaining accurate client records and fulfilling contractual obligations.
• Processing payments and managing billing.
• Communicating with clients regarding their accounts, tax obligations, and requested services.
• Improving website functionality and the overall client experience.
• Complying with applicable laws, regulations, and professional obligations.

We use taxpayer information only for purposes permitted by applicable law or with any required taxpayer consent.

R&R Accounting Corp. recognizes the sensitive nature of the personal, business, and financial information entrusted to us.

We maintain confidentiality standards designed to protect client information from unauthorized access, disclosure, alteration, or misuse.

Access to confidential client information is limited to authorized personnel and service providers who require the information to perform their assigned responsibilities.

Tax return information is subject to additional confidentiality requirements under applicable federal law, including Internal Revenue Code Section 7216.

We do not disclose or use tax return information for unauthorized purposes. Where disclosure or use requires taxpayer consent, we will obtain the required consent before proceeding.

We do not sell client tax returns or confidential financial records to third-party marketers.

We may disclose personal or financial information in the following circumstances, subject to applicable confidentiality requirements and any necessary client authorization:

Professional Service Providers

We may share information with authorized third-party providers that support our business operations, including tax preparation software providers, accounting platforms, payroll processors, secure document storage providers, payment processors, and information technology service providers.

Such disclosures will be limited to those permitted by applicable law and necessary to provide the requested services.

Government Agencies and Regulatory Authorities

We may disclose information to the Internal Revenue Service, state and local tax authorities, and other governmental agencies when authorized by the client or otherwise permitted or required by law.

Legal and Regulatory Compliance

We may disclose information when required to comply with applicable laws, court orders, subpoenas, regulatory requirements, or other lawful obligations, subject to applicable confidentiality protections.

With Your Authorization

We may share information with attorneys, financial advisors, lenders, or other designated third parties when you authorize the disclosure and any additional consent required by law has been obtained.

We recognize the importance of protecting sensitive personal and financial information.

R&R Accounting Corp. maintains administrative, technical, and physical safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction.

Our information security practices are designed to address the sensitivity of the information we collect and the risks associated with handling confidential client records.

Although we take reasonable steps to protect information, no method of electronic transmission or storage can be guaranteed to be completely secure.

We encourage clients to use secure document-sharing methods when transmitting sensitive tax and financial information.

Our website may use cookies and similar technologies to improve website functionality, understand visitor activity, and evaluate the effectiveness of our marketing efforts.

Depending on the tools enabled on our website, these technologies may collect information regarding website visits, browsing behavior, and interactions with our content.

You may adjust your browser settings to restrict or disable cookies. Certain website features may not function properly if cookies are disabled.

Where required by applicable law, we will provide appropriate notices and choices regarding the use of cookies and tracking technologies.

We may use contact information voluntarily submitted through our website to respond to service inquiries, provide requested information, and communicate about our professional services.

Where permitted by law, we may also send informational updates, tax reminders, newsletters, and other communications related to our services.

You may opt out of promotional email communications by following the unsubscribe instructions included in those communications or contacting us directly.

We will not use confidential tax return information for marketing purposes unless such use is permitted by applicable law or we have obtained any required taxpayer consent.

We retain personal, business, and financial information for as long as reasonably necessary to provide our services, maintain appropriate business records, comply with legal and regulatory requirements, and fulfill our professional obligations.

Tax returns, accounting records, and supporting documentation may be retained for periods required or permitted under applicable federal and state laws and professional recordkeeping standards.

When information is no longer required, we take appropriate measures to securely dispose of or delete it in accordance with our record retention and information security procedures.

Depending on applicable law and the nature of your relationship with R&R Accounting Corp., you may have certain rights regarding your personal information.

You may contact us to:

• Request information about the personal information we maintain about you.
• Request corrections to inaccurate or outdated personal information.
• Request deletion of certain personal information, subject to applicable legal and professional recordkeeping requirements.
• Withdraw consent for certain uses or disclosures of information where permitted by law.
• Opt out of promotional communications.

We may need to verify your identity before processing requests involving confidential personal or financial information.

Certain information may need to be retained to comply with tax laws, professional obligations, contractual requirements, or other applicable legal requirements.

Our website may contain links to third-party websites, software platforms, payment processors, or other external services.

R&R Accounting Corp. is not responsible for the privacy practices, security measures, or content of websites and services operated by third parties.

We encourage visitors to review the privacy policies of third-party websites before submitting personal or financial information.

Our website and professional services are not directed toward children under the age of 13.

We do not knowingly collect personal information directly from children under 13 through our website without appropriate parental or legal guardian authorization.

Information regarding minor dependents may be collected from parents, guardians, or authorized clients when necessary to provide tax preparation or related professional services.

R&R Accounting Corp. reserves the right to update or modify this Privacy Policy to reflect changes in our business practices, website functionality, legal requirements, or information security procedures.

Any updates will be posted on this page with a revised effective date.

We encourage visitors and clients to periodically review this Privacy Policy to remain informed about how their information is collected, used, and protected.

If you have questions regarding this Privacy Policy, our information security practices, or the handling of your personal information, please contact us.

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