Introduction
At Coree Financial, we are committed to protecting the privacy and security of our clients’ personal information. This Privacy Policy explains how we collect, use, store, and share information through our website and related services. By using our website, you agree to the terms outlined in this policy.
Information We Collect
We may collect and process the following types of personal information from clients and website visitors:
- Personal Information: Such as your name, address, email address, phone number, and Social Security number (where applicable).
- Financial Information: Including income details, tax information, and financial history.
- Usage Data: Information about how you interact with our website, including IP address, browser type, and pages visited.
We collect this information directly from you, through your use of our website, or from third parties as required.
How We Use Your Information
Coree Financial uses your personal information to:
- Provide and improve our tax preparation and consulting services.
- Communicate with you regarding your inquiries, services, or account.
- Process payments and manage transactions.
- Analyze website usage to enhance our offerings and user experience.
- Comply with legal and regulatory requirements.
How We Share Your Information
We only share your information with third parties when necessary and under strict conditions:
- With Service Providers: To assist with our services, such as payment processors, data storage providers, and professional advisors. These providers are contractually obligated to keep your data confidential.
- For Legal Compliance: When required by law or government request, or to protect our rights, privacy, safety, or property.
- With Your Consent: We may share your information with third parties if you authorize us to do so.
Coree Financial does not sell or rent your personal information to third parties.
Data Security
We take reasonable measures to protect your personal information from unauthorized access, loss, or misuse. These measures include encryption, secure data storage, and access restrictions. However, no online data transmission or storage system can be guaranteed 100% secure. We encourage you to use caution when transmitting sensitive information online.
Data Retention
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law. When no longer needed, we securely delete or anonymize your data.
Your Rights and Choices
Depending on your location, you may have certain rights regarding your personal information, including the right to:
- Access, update, or correct your data.
- Request deletion of your data.
- Object to or restrict certain data processing activities.
- Withdraw consent where applicable.
Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance user experience, analyze traffic, and understand how visitors use our site. You may adjust your browser settings to refuse cookies; however, this may limit your ability to use certain features on our website.
Third-Party Links
Our website may contain links to third-party websites. Coree Financial is not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.