Privacy Policy-Terms and Conditions

PRIVACY POLICY

At Coronet Accounting Inc. ("we," "us," or "our"), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and share information when you visit our website at www.coronetaccounting.com or use our services.

Information We Collect

We collect the following types of personal information:

Contact Information:

  • Name

  • Email address

  • Phone number

  • Mailing address

Communication Preferences:

  • Preferred methods of contact

  • Service preferences

Tax and Financial Information:

  • Tax documents and financial records necessary to provide accounting services

  • Business information (if applicable)

  • Social Security Numbers or Tax ID Numbers (for tax preparation)

Automatically Collected Information:

  • Cookies and similar tracking technologies

  • Website usage data and analytics

Information You Provide:

  • Information submitted through contact forms, surveys, or customer service interactions

  • SMS opt-in consent when you subscribe to text message communications

  • Documents and information provided for accounting and tax services

    How We Use Your Information

We use your personal information for the following purposes:

  • To provide accounting, bookkeeping, and tax preparation services

  • To communicate with you, including responding to inquiries

  • To send appointment reminders, deadline notifications, and service updates

  • To send SMS/text messages regarding appointments, tax deadlines, document requests, account notifications, and service updates when you opt in

  • To process transactions and manage your account

  • To analyze website usage and improve user experience

  • To comply with legal and regulatory obligations

  • To protect against fraud and unauthorized activity

    SMS/Text Messaging Program

When you opt in to receive SMS/text messages from Coronet Accounting Inc., you can expect to receive the following types of messages:

  • Appointment reminders for scheduled consultations

  • Tax deadline notifications and filing reminders

  • Document requests for information needed to complete your returns

  • Account notifications regarding your services

  • Service updates and important announcements

Program Details:

  • Message Frequency: Message frequency varies based on your service needs and time of year (typically more frequent during tax season)

  • Message & Data Rates: Standard message and data rates may apply

  • Opt-Out: You can opt out at any time by texting STOP to our number

  • Help: For assistance, text HELP or visit our website at www.coronetaccounting.com

  • Support: You can also contact us at 707-710-8654

Important: SMS consent is not shared with third parties or affiliates for their marketing purposes.

How We Share Your Information

We may share your personal information with:

Service Providers: Third-party vendors who perform services on our behalf, such as:

  • Tax software providers

  • Cloud storage and document management services

  • Payment processors

  • Email and SMS communication platforms

  • Customer support services

These service providers are contractually obligated to protect your information and may only use it to provide services to us.

Professional Advisors: As necessary to provide accounting services, we may consult with other tax professionals, attorneys, or financial advisors (with appropriate confidentiality protections).

Legal Requirements: We may disclose information when required by law, such as:

  • To comply with IRS regulations and other tax authorities

  • To comply with legal processes or government requests

  • To protect our rights, property, or safety

  • To enforce our terms and conditions

  • To prevent fraud or illegal activity

Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.

With Your Consent: We may share information with third parties when you explicitly authorize us to do so.

Important Notice Regarding SMS: SMS consent is not shared with third parties. We do not sell, rent, or share your mobile phone number or SMS opt-in consent with third parties or affiliates for their marketing purposes.

Your Privacy Rights

You may have the following rights:

  • Access: Request a copy of the personal information we hold about you

  • Correction: Request correction of inaccurate information

  • Deletion: Request deletion of your personal information (subject to legal retention requirements)

  • Opt-Out: Unsubscribe from marketing emails or SMS messages at any time

  • Data Portability: Request a copy of your data in a portable format

To exercise these rights, contact us at 707-710-8654

Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, or destruction. This includes encryption, secure file transfer protocols, and access controls. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to provide services and comply with legal obligations. Tax records and related documents are retained in accordance with IRS requirements and professional accounting standards (typically 7 years or longer).

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience, analyze website traffic, and deliver personalized content. You can manage cookie preferences through your browser settings.

Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of these external sites. Please review their privacy policies before providing any information.

Children's Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of our services constitutes acceptance of the updated policy.

SMS TERMS OF SERVICE

By opting into SMS messages from Coronet Accounting Inc. through a web form, phone call, or other medium, you are agreeing to receive SMS text messages from Coronet Accounting Inc.

Message Types

You will receive SMS messages for:

  • Appointment reminders and confirmations

  • Tax deadline notifications and filing reminders

  • Document requests and follow-ups

  • Account notifications and service updates

  • Conversations between you and Coronet Accounting staff

  • Important announcements related to your account or tax matters

Terms & Conditions

  • Message Frequency: Message frequency varies depending on your service needs and may increase during tax season (January through April)

  • Message & Data Rates: Standard message and data rates may apply based on your mobile carrier plan

  • Opt-Out Instructions: Reply STOP to any message to opt out of SMS communications at any time. You will receive a confirmation message that you have been unsubscribed

  • Help: Reply HELP to any message for assistance, or visit www.coronetaccounting.com

  • Privacy: See our Privacy Policy at www.coronetaccounting.com/privacy-policy

  • Carrier Liability: Carriers are not liable for delayed or undelivered messages

  • Device Requirements: You must have a compatible mobile device and wireless service plan

  • Age Requirement: You must be 18 years or older to opt in to SMS messages

Your Rights

  • You can opt out at any time by texting STOP

  • After texting STOP, you will no longer receive SMS messages from us (though you may receive one final confirmation message)

  • If you need to re-subscribe, you may opt in again through our website or by contacting us directly

  • For support or questions, text HELP or call 707-710-8654

Updates to Terms

We reserve the right to modify these SMS Terms of Service at any time. Changes will be posted at www.coronetaccounting.com/privacy-policy. Your continued participation in our SMS program after changes are posted constitutes acceptance of the updated terms.

GENERAL TERMS OF SERVICE

By using Coronet Accounting Inc.'s services, you agree to the following terms:

Services Provided

Coronet Accounting Inc. provides professional accounting services including:

  • Tax preparation and filing

  • Bookkeeping services

  • General accounting consultation

  • Financial reporting

    Professional Responsibility

We will perform services in accordance with professional standards and applicable laws. However, you are responsible for:

  • Providing accurate and complete information

  • Maintaining proper documentation

  • Making final decisions regarding your tax positions

  • Reviewing all work product before filing

    Confidentiality

We maintain strict confidentiality of all client information in accordance with professional accounting standards and applicable privacy laws.

Limitation of Liability

Our liability is limited to the fees paid for the specific service in question, except in cases of gross negligence or willful misconduct.

Dispute Resolution

Any disputes will be resolved through binding arbitration in accordance with California law.

CONTACT US

If you have questions or concerns about this Privacy Policy, SMS Terms of Service, or General Terms of Service, please contact us:

Coronet Accounting Inc.  Phone: 707-710-8654 Website: www.coronetaccounting.com

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