Effective Date: 10.10.2025
Presence Accounting PC (“Presence Accounting,” “we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you share with us through our website www.presenceaccounting.com and during the course of providing our accounting and advisory services.By using our website or engaging our services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We collect personal and business information only as necessary to provide professional accounting, tax, and advisory services. The types of information we may collect include:
A. Information You Provide Directly
Name, email address, phone number, and mailing addressBusiness name and entity informationFinancial records, tax documents, and related formsPayment information (if applicable)Any other information you voluntarily share via email, phone, or consultation
B. Information Automatically Collected (Website Use)
When you visit our website, we may automatically collect limited technical information such as:IP address, browser type, and device informationPages visited and time spent on the siteReferring website or search queryThis data helps us understand general website traffic patterns and improve user experience. We do not use invasive tracking or targeted advertising cookies.
2. How We Use Your Information
We use your information to:Provide bookkeeping, tax, and advisory servicesCommunicate about appointments, deliverables, or inquiriesMaintain accurate records for billing and complianceImprove our website and servicesComply with applicable tax and legal requirementsWe do not sell, rent, or trade your personal information to any third parties.
3. Information Sharing
We may share limited personal information only in the following circumstances:With your consent: When you authorize us to share data (e.g., with your tax preparer or financial institution).With service providers: Trusted vendors who assist with operations (e.g., payment processing, secure document storage) and are bound by confidentiality agreements.When required by law: In response to subpoenas, court orders, or legal investigations.
4. Data Retention
We retain your records for as long as necessary to provide services and comply with professional, legal, and tax obligations. After that, records may be securely archived or destroyed according to standard accounting practice.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction.However, no system is entirely secure. We cannot guarantee absolute security of data transmitted over the internet.
6. Your Rights (California Residents)
If you reside in California, you have specific rights under the California Consumer Privacy Act (CCPA), including the right to:Request access to personal information we hold about youRequest correction or deletion of your personal data (subject to record-keeping obligations)Opt out of any sale of personal information (we do not sell data)To exercise your rights, please contact us using the details below. We will respond within the timeframe required by California law.
7. Children’s Privacy
Our services are intended for adults and businesses. We do not knowingly collect or maintain personal information from children under 13. If we become aware that a child’s information has been collected inadvertently, we will delete it promptly.
8. Links to Other Websites
Our website may contain links to third-party websites (e.g., payment portals, resources). We are not responsible for the content, privacy, or security practices of these external sites.
9. Changes to This Policy
We may update this Privacy Policy from time to time. The “Last Updated” date will reflect the most recent revision. Continued use of our website or services after updates constitutes acceptance of the revised policy.
10. Contact Us
If you have any questions about this Privacy Policy or your personal data, please contact us at:Presence Accounting PCEmail: jordan@presenceaccounting.comWebsite: www.presenceaccounting.comLocation: California, USA
