Privacy Policy

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

Rae's Accounting, LLC focuses on implementing fair information practices that are designed to protect your privacy.

You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
 
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
 
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.
 
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

Privacy / Accessibility Policy

At Rae’s Accounting, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit our website or engage with our services. By using our website, you agree to the terms outlined in this policy.

1. Information We Collect

We may collect the following types of information when you interact with our website:

  • Personal Information: This includes data such as your name, email address, phone number, and any other information you voluntarily provide through contact forms, account creation, or consultations.
  • Non-Personal Information: This includes data such as IP addresses, browser types, and information about how you interact with our website (e.g., pages viewed, time spent on the site).

2. How We Use Your Information

The information we collect is used for various purposes, including:

  • To provide and improve our services.
  • To respond to inquiries or provide support.
  • To process payments and fulfill service requests.
  • To send you updates, newsletters, or marketing communications if you have opted in.
  • To analyze website usage and improve our website’s content and functionality.

We do not sell or rent your personal information to third parties.

3. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience. Cookies help us understand how users interact with our site, allowing us to improve its design and performance. You can control the use of cookies through your browser settings, but please note that disabling cookies may affect your ability to use certain features of our website.

4. Data Security

Rae’s Accounting takes data security seriously. We have implemented appropriate measures to protect your information from unauthorized access, alteration, disclosure, or destruction. While we strive to keep your data secure, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Third-Party Links

Our website may contain links to third-party websites or services that are not operated by Rae’s Accounting. We are not responsible for the content, privacy practices, or policies of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

6. Your Rights and Choices

You have the right to:

  • Access and review the personal information we have collected about you.
  • Request corrections or updates to your personal data.
  • Request the deletion of your personal information, subject to certain legal obligations.

If you would like to exercise these rights, please contact us using the information provided below.

7. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any changes will be posted on this page, and the "Last Updated" date will be revised accordingly. We encourage you to review this policy regularly to stay informed about how we are protecting your information.

8. Contact Us

If you have any questions or concerns regarding this Privacy Policy or how your information is handled, please contact us at:

Rae’s Accounting
Email: office@raesaccounting.com
Phone: (813) 540-1040

Our Mission

At Rae’s Accounting, LLC: to assist clients in achieving their financial goals by providing high quality business, accounting and tax services, recognizing that responsiveness and personal attention to each client is critical to our shared success. To develop and maintain strong, long term relationships built upon mutual trust, to achieve all these goals while adhering to the highest standard of integrity and ethics. Learn More About Us Here.