Privacy Policy

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At Crystalline Bookkeeping and Tax, we take your privacy seriously. This Privacy Policy outlines how we collect, use, and protect your personal information when you visit our website, interact with our services, or communicate with us. By using our website and services, you agree to the terms outlined in this Privacy Policy.

Information We Collect

We collect information that you provide to us directly, as well as certain information automatically through your interaction with our website.

Personal Information You Provide

• Contact Information: When you contact us (e.g., through forms, email, or phone), we collect your name, email address, phone number, and any other information you choose to share.
   
• Tax Information: For tax preparation services, we may collect sensitive financial information such as income, deductions, and dependents. We ensure this information is handled with the highest level of confidentiality.
   
• Payment Information: If you use our payment services, we may collect payment-related information such as credit card numbers, billing address, and other necessary details to process payments.

 Automatically Collected Information

• Usage Data: We may collect information about your device, browser type, IP address, and how you interact with our website (e.g., pages viewed, links clicked) through cookies and similar tracking technologies.
   
• Cookies: We use cookies to enhance your experience on our site. Cookies are small text files that are placed on your device. You can control the use of cookies through your browser settings, but please note that some features of the site may not function properly if you disable cookies.
   

How We Use Your Information

We use your information to provide, improve, and personalize our services. Specifically, we may use your information for the following purposes:

• To provide tax preparation and filing services, as well as consultations
  
• To communicate with you about your services or appointments
   
• To send you updates, promotional offers, or other marketing materials (you can opt-out at any time)
   
• To process payments for services rendered
   
• To improve the functionality and user experience of our website
   
• To comply with legal and regulatory obligations (such as IRS and state tax requirements)
   

How We Protect Your Information

We take reasonable steps to protect your personal information from unauthorized access, use, or disclosure. This includes using secure servers, encryption, and other technologies to safeguard sensitive data. However,  

please note that no data transmission or storage method is completely secure, and we cannot guarantee absolute security.

Sharing Your Information

We do not sell, rent, or share your personal information with third parties for marketing purposes. However, we may share your information in the following situations:

• Service Providers: We may share your information with third-party vendors or contractors who perform services on our behalf (e.g., payment processing, tax software). These providers are contractually obligated to keep your information confidential and use it only for the services they are contracted to perform.
   
• Legal Compliance: We may disclose your information if required by law or to comply with a legal process (e.g., a subpoena or IRS request).
   
• Business Transfers: In the event of a merger, acquisition, or sale of all or part of our business, your information may be transferred as part of that transaction.
   

Your Rights and Choices

You have the right to:

• Access and Update Your Information: You can access and update your personal information by contacting us directly.
   
• Opt-Out of Marketing Communications: You can unsubscribe from our marketing communications at any time by following the "unsubscribe" link in our emails or contacting us directly.
   
• Request Deletion of Your Information: In certain cases, you may request that we delete your personal information, though we may need to retain some information for legal or tax purposes.
   

Third-Party Links

 Our website may contain links to third-party websites or services. This Privacy Policy applies only to our website and services. We are not responsible for the privacy practices of other websites, and we encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect or solicit personal information from anyone under 18. If we learn that we have inadvertently collected personal information from a minor, we will take steps to delete that information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make significant changes, we will notify you via email or by posting a notice on our website. Please review this policy periodically for updates.

Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us:

• Email: Crystal.Harmon@crystallineservices.com
   
• Phone: 757-529-1530