Privacy Policy

Here at Neese Financial, we deeply value your trust and are committed to safeguarding your personal information. Your privacy is at the heart of everything we do, and we take every measure to protect it. Our Professional and Ethical standards demand nothing less. This Privacy Policy statement describes how we handle and protect your privacy whether you conduct business with us, or just visit our website.

Types of Personal Information We Collect

We will obtain your written consent before Neese Financial uses or discloses your personal information for any purpose other than the preparation of your tax returns or other tax preparation related services as contracted by you. Neese Financial is committed to compliance with the privacy laws and regulations of the United States.

Neese Financial collects non-public personal information about you; that you provide to us, or which we obtain with your authorization. This information includes, but is not limited to information needed to:

• Verify your identity
• Provide bookkeeping services
• Prepare complete and accurate personal or business tax returns
• Comply with IRS regulatory requirements as authorized or required by law

Examples of sources from which we collect information include client phone calls, interviews, client emails and letters, client organizers, tax returns, and questionnaires concerning financial and tax history. With your written consent, we may also obtain information directly from the Internal Revenue Service.

Disclosure and Transfer of Personal Information

Neese Financial does not share any personal information with third parties who are not service providers unless otherwise required or authorized by applicable law.

Personal information is disclosed only to employees and service providers who:

• Need to know that information in order to provide requested client services and those who have agreed not to disclose your information to others.

If you have supplied your contact information to Neese Financial, our firm may occasionally send you electronic industry alerts, solicit your feedback, inform you of upcoming firm events, or share current general news about our firm. Electronic communications include an easy unsubscribe feature, providing you the option to opt out of receiving correspondence of this nature in the future.

We may disclose information to comply with applicable laws and regulations, such as to respond to a subpoena or similar legal process, to protect against misuse or unauthorized use of our website, to limit our legal liability, and to protect our rights or to protect the rights, property, or safety of visitors of this website or the public, and to otherwise cooperate with law enforcement or regulatory authorities.

Data Retention

We will retain your information only for the time it is required, for the purposes we describe and for a reasonable length of time thereafter, in the event that we need to meet any potential obligations or legal or government requirements. Where necessary, some of the information we collect for tax preparation purposes is kept for an extended period to comply with the relevant laws and for tax adjustment purposes. Once your personal information is no longer required, it will be destroyed or rendered anonymous.

Security

In order to protect your non-public personal information, Neese Financial maintains electronic, physical, and procedural safeguards in compliance with the Internal Revenue Service (IRS) standards and regulations. We audit our security procedures regularly to ensure that they are being properly administered and that they remain effective and appropriate. Your privacy, our professional ethics requirements, and our ability to provide quality service are important to our firm.

California Privacy Rights

Under California Civil Code Section 1798.83, California customers are entitled to request information relating to whether a business has disclosed personal information to any third parties for the third parties’ direct marketing purposes. That notice will identify the categories of information shared and will include a list of the third parties and affiliates with which it was shared, along with their names and addresses. If you are a California resident and would like to make such a request, please submit your request in writing to the e-mail address at the bottom of this policy.

Cookies

This website uses “cookies,” which may automatically collect certain information and data, including browser type, language preference, referring site, and the date and time of each visitor request. “Cookies” are small pieces of data sent to your computer browser from our web server and stored on your computer’s hard drive. The data identifies you as a unique user and facilitates your ongoing access to and use of this website. Cookies also help us diagnose problems with our server and the website. Without these identifier files you may not have access to many features that make your browsing of our website smoother, and some of our services may not function properly. The firm’s purpose in collecting this information is to understand how visitors use our website and to help us improve the functionality of the website. If you do not want us to use cookies when you use this website, you can adjust your internet browser settings not to accept cookies. Your web browser’s help function should guide you through the process of declining cookies, if desired.

Privacy Policy Changes

Although most changes are likely to be minor, Neese Financial may change its Privacy Policy from time to time, and at our firm’s sole discretion. Our firm encourages visitors to check this page for any changes to its Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change.

Consent

Your receipt of this Privacy Policy is your consent to Neese Financials’ existing use and future collection. Use and disclosure of your personal information for the purposes identified in this document or in any other document with which you expressly give your consent, unless you advise Neese Financial in writing, that you do not agree with the terms stated in this Policy, and that you wish to opt out of all or portions of it.

You may withdraw your consent in full at any time upon reasonable notice, subject to legal or contractual restrictions. Please note that withdrawing your consent may affect our ability to continue to provide you with the services that you have contracted or may contract with us to provide.

To withdraw your consent formally, contact us at the e-mail address listed below. Unless consent is specifically withdrawn, you consent to the collection, use and disclosure of personal information as provided in this Privacy Policy and for the purposes identified herein.

Contact Us

If you have any questions or comments about our Privacy Policy, please feel free to contact Neese Financial at info@neesefinancial.com