Abbott Accounting Solutions (“Abbott Accounting,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how information may be collected, used, shared, and protected when you visit our website, contact our team, or request accounting and tax services.
1. Information We Collect
Depending on how you interact with our website and services, we may collect the following information:
- Contact Information: Your name, email address, telephone number, mailing address, and other information provided through contact forms.
- Tax and Financial Information: Information about your filing status, business activities, income, bookkeeping needs, and tax-related circumstances submitted through our client intake process.
- Business Information: Business names, entity types, employer identification numbers, and other details necessary to evaluate or provide accounting services.
- Website Usage Information: Browser information, device details, IP addresses, pages visited, and interactions with our website, where collected through website technologies.
We encourage visitors not to submit Social Security numbers, banking credentials, tax returns, or other highly sensitive documents through general website contact forms.
2. How We Use Your Information
Information collected through our website may be used to:
- Respond to questions and service inquiries.
- Evaluate prospective client needs and service eligibility.
- Provide accounting, bookkeeping, payroll, tax preparation, and advisory services.
- Communicate regarding appointments, documents, deadlines, and client requests.
- Maintain and improve website performance and security.
- Meet applicable legal, regulatory, and professional obligations.
We do not sell your personal information to third-party advertisers.
3. Client Intake Forms and Secure Portals
Abbott Accounting Solutions may offer online intake forms and access to third-party client portals, including TaxDome.
Information submitted through these platforms may be processed and stored according to the applicable service provider’s privacy and security practices.
Clients should use designated secure document-sharing methods when submitting sensitive tax records, financial statements, or identification documents.
4. Confidentiality and Information Sharing
We recognize the sensitive nature of financial and tax information.
We may share information with authorized service providers that assist with business operations, accounting software, client communications, document management, and website functionality, when appropriate and subject to applicable confidentiality requirements.
Information may also be disclosed when required by law, authorized by you, or otherwise permitted under applicable law.
Tax return information is subject to additional federal confidentiality and disclosure requirements, including applicable provisions of Internal Revenue Code Section 7216.
5. Cookies and Website Analytics
Our website may use cookies and similar technologies to support website functionality, understand visitor activity, and improve user experience.
If analytics tools are enabled, they may collect information about website visits, traffic sources, and user interactions.
You may control certain cookie preferences through your browser settings. Disabling cookies may affect some website features.
6. Third-Party Websites
Our website may contain links to external resources, including government agencies, accounting software providers, and client portals.
Abbott Accounting Solutions is not responsible for the privacy practices or content of third-party websites. We encourage visitors to review the privacy policies of those services before submitting personal information.
7. Information Security
We use administrative, technical, and organizational safeguards intended to protect information against unauthorized access, disclosure, alteration, and misuse.
However, no website, electronic communication, or online storage system can be guaranteed completely secure.
8. Information Retention
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this policy, provide requested services, maintain appropriate business records, and comply with applicable legal and professional requirements.
Retention periods may vary depending on the type of information and the services provided.
9. Your Privacy Choices
You may contact Abbott Accounting Solutions to request information about personal data you have submitted through our website or to request correction or deletion, where applicable.
Certain records may need to be retained to satisfy legal, tax, regulatory, or professional obligations.
10. Children’s Privacy
Our website is intended for individuals seeking accounting and financial services and is not directed toward children under the age of 13.
We do not knowingly collect personal information directly from children under 13 through our website.
11. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our services, website practices, or applicable legal requirements.
Updates will be posted on this page with a revised effective date.
12. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact:
Abbott Accounting Solutions
Website: www.abbottaccountingsolutions.com
Locations: Manchester, New Hampshire, and Wentzville, Missouri