We understand and value the importance of your personal information, and we are committed to protecting the same. We want you to know the measures we take to safeguard the personal information we collect from you. Your personal information includes name, date of birth, home address, email address, and identity number social security number. Your financial and tax return information are sensitive and confidential, and we handle them as such. Your tax return information includes the nature, source, or amount of your income, payments, receipts, deductions, exemptions, credits, assets, liabilities, net worth, tax liability, tax withheld, deficiencies, over-assessments, or tax payments.
Purpose of the Information we Collect
We collect your personal information you provided to us or authorized us to obtain from third parties for the purpose of preparing your tax return or rendering other professional service to you or your organization.
Parties to Whom we may Disclose Information
As a matter of general rules and professional ethics, we do not disclose personal information of our clients or former clients to anyone outside our firm. Our employees who need to have access to your personal information in order to render services are granted access to such information after they have signed a non-disclosure agreement. If for any legitimate reason, any of our business partners who provide services to us in order for us to render our services to you needs to have access to your personal information, we will obtain non-disclosure agreement from the partner before granting such access.
However, to the extent allowed by law, we may disclose certain of your personal information to third parties under the following circumstances:
To comply with validly issued and enforceable subpoena or summon
In the course of a review of our firm's practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board.
As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
Upon a request by any third party for whom you have granted us authorization to disclose your personal information.
How we Secure Your Personal and Confidential Information
We maintain physical, electronic and procedural security controls that comply with applicable laws and federal standards to protect our clients personal information from unauthorized access, modification, or destruction. When we have to transmit client's information that contains personal information electronically, we use encryption mechanism to protect the confidentiality and integrity of the information.
We retain client's personal information for a maximum of seven years. When necessary to destroy paper or electronic version of client's personal information, we use industry best practice mechanisms (including micro-cut shredding, secure delete or purging, and physical destruction) to ensure that information is thoroughly destroyed.
Your Rights Relating to Your Personal Information
You have specific rights concerning your personal information, subject to local data protection laws and regulations. You may exercise any of your rights by contacting us via email at firstname.lastname@example.org or by sending your correspondence to:
CAS Assurance, LLC
3600 S. State Road 7, Suite 48
Miramar, FL 33023
Depending on your jurisdiction, you have the right to:
Access your personal information held by us
Rectify inaccurate personal information
Erase/delete your personal information we have, subject to applicable legal or contractual obligations
Restrict our processing of your personal information
Withdraw your consent at any time (to the extent we base the collection, processing, or sharing of your personal information on your consent), without affecting the lawfulness of the processing or sharing based on such consent before its withdrawal
In some limited circumstances, we may not be able to comply with your request to erase or delete your personal information because we need to:
Comply with legal or contractual obligations, or
Exercise/defend legal claim
If we are not able to comply with your request because of those circumstances, we will inform you of our decision in writing.
Privacy of Minors
We do not knowingly collect personal information information from anyone under the age of 18. If you are a parent or guardian and you are aware that your minor child has provided us with their personal information, please contact us so we may take steps to remove such information from our database.
Thank you for your confidence in us.