Privacy Policy for Srimanee & Associates, LLC

Effective Date:  January 11, 2025
Last Updated: January 11, 2025

This Privacy Policy outlines how Srimanee & Associates, LLC ("we," "us," or "our") collects, uses, protects, and shares your personal information when you engage our tax preparation services. We are committed to safeguarding your privacy and ensuring the security of your personal information. This policy applies to all clients and users of our services.

1. Information We Collect

We may collect the following categories of personal information:

• Personal Identification Information: Name, address, phone number, email address, and Social Security Number (SSN).
• Financial Information: Bank account details, income, deductions, credits, and other financial records necessary for tax preparation.
• Government-Issued Documents: Tax forms, identification numbers, and other related documentation.
• Communication Information: Information provided during consultations, phone calls, emails, or other communications.

2. How We Use Your Information

We use your information to:

• Prepare and file your tax returns.
• Communicate with you regarding tax preparation, filing, and related services.
• Comply with legal and regulatory requirements.
• Improve our services and customer support.

3. Information Sharing and Disclosure

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

• With Your Consent: If you explicitly authorize us to share your information.
• With Service Providers: To third-party service providers who assist in tax preparation or e-filing, provided they are bound by confidentiality agreements.
• To Comply with Legal Obligations: When required by law, regulation, subpoena, or court order.
• To Prevent Fraud or Security Issues: To protect our rights, your rights, and the rights of others.

4. Data Security

We implement appropriate technical and organizational measures to protect your information from unauthorized access, loss, or misuse. These measures include:

• Secure data storage with encryption.
• Access controls and authentication protocols.
• Regular security audits and employee training on data protection.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

5. Retention of Information

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal and regulatory requirements, and resolve disputes. Afterward, we securely dispose of or anonymize your information.

6. Your Rights

You have the right to:

• Access and review your personal information.
• Request corrections or updates to your personal information.
• Request the deletion of your personal information, subject to legal and regulatory requirements.

To exercise these rights, please contact us using the information provided below.

7. Cookies and Online Privacy

If our services include an online platform, we may use cookies and similar technologies to enhance your user experience. These cookies help us analyze website traffic and usage patterns. You can manage your cookie preferences through your browser settings.

8. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. The updated policy will be posted on our website with the revised effective date.

9, Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us at:

Srimanee & Associates, LLC
2100 Westshore Drive
Cumming GA. 30041
+1 (404) 446-2897
support@srimanee.com

By using our tax preparation services, you acknowledge that you have read, understood, and agree to this Privacy Policy.

 

 

General Terms and Conditions for Providing Information

Effective Date:  January 11, 2025
Last Updated:  January 11, 2025

By submitting information through our intake form, you ("Client") acknowledge and agree to the following general terms and conditions regarding the preliminary provision of information to Srimanee & Associates, LLC ("we," "us," or "our") for potential tax preparation services:

1. Purpose of Information Collection

1.1 The information you provide through our intake form is collected to assess your tax situation and determine the scope of services that may be offered to you.
1.2 Submission of information does not constitute an agreement for tax preparation services. Any engagement will require a signed agreement outlining specific terms and fees.

2. Accuracy and Completeness

2.1 You agree to provide accurate and complete information to the best of your knowledge.
2.2 We are not responsible for any errors, omissions, or inaccuracies in the preliminary information you submit.
2.3 Incomplete or inaccurate submissions may delay the assessment or disqualify you from receiving an engagement proposal.

3. No Guarantee of Services

3.1 Submission of information does not guarantee that we will offer tax preparation services or accept you as a client.
3.2 We reserve the right to decline to provide services based on the information submitted or for any other reason.

4. Confidentiality

4.1 We will treat all information you provide through the intake form as confidential and protect it in accordance with applicable privacy laws.
4.2 Submission of information does not establish a client-professional relationship until a formal engagement agreement is signed.

5. No Tax Advice Provided

5.1 Any preliminary discussions or general feedback based on the information submitted do not constitute tax advice.
5.2 Specific advice or recommendations will only be provided after a formal agreement is in place and the necessary documentation has been reviewed.

6. Retention of Submitted Information

6.1 We will retain the information submitted through the intake form for a reasonable period to facilitate potential engagement discussions.
6.2 If you decide not to proceed with our services, you may request the deletion of your information by contacting us at support@srimanee.com.

7. Liability

7.1 We are not liable for any decisions you make based on preliminary discussions or general information provided in response to your intake form submission.
7.2 You are solely responsible for any consequences resulting from incomplete or inaccurate information provided during the intake process.

8. Governing Law

These terms are governed by the laws of the State of Georgia, without regard to its conflict of law principles.

9. Acknowledgment

By submitting your information through our intake form, you acknowledge that you have read, understood, and agree to these Terms and Conditions.

For questions or concerns about these Terms, please contact us at:
Srimanee & Associates, LLC
Email:  support@srimanee.com
Phone:  +1 (404) 446-2897