Privacy Policy for Chan and Company LLC
Introduction: At Chan and Company LLC, we are committed to protecting the privacy and confidentiality of our clients' personal information. This Privacy Policy outlines how we collect, use, and protect the data you provide to us. Our goal is to ensure that your information is handled with the utmost care and in compliance with all applicable privacy laws.
Types of Information Collected: We collect various types of personal information from our clients, including but not limited to:

• Name
• Email address
• Phone number
• Mailing address
• Financial information (e.g., bank account details, tax information)
• Employment details
• Any other information necessary to provide our services

Method of Information Collection: We collect personal information through various methods, including:

• Direct interactions: When you provide information via phone, email, or in-person meetings.
• Online forms: Through our website, where you may fill out forms or provide details for inquiries or services.
• Documentation: During the course of providing our accounting services, we may collect information from documents you provide to us.

Purpose of Data Collection: The personal information we collect is used for the following purposes:

• To provide accounting and financial services tailored to your needs.
• To communicate with you regarding your account or our services.
• To comply with legal obligations and regulatory requirements.
• To improve our services and enhance your experience with our firm.

Data Security Measures: We take the security of your personal information very seriously. We have implemented robust security measures to protect your data from unauthorized access, alteration, or disclosure. These measures include:

• Secure storage of physical and electronic records.
• Regular security audits and updates to our systems.
• Restricted access to personal information to authorized personnel only.

Data Sharing: We do not share your personal information with third parties except under the following circumstances:

• With your explicit consent.
• To comply with legal requirements or respond to legal processes.
• To trusted third-party service providers who assist us in delivering our services, under strict confidentiality agreements.

User Rights: You have the right to access, update, or delete your personal information at any time. If you wish to exercise these rights, please contact us using the details provided below. We will respond to your request promptly and in accordance with applicable laws.
Contact Information: If you have any questions or concerns about this Privacy Policy or the handling of your personal information, please contact us at:
Chan and Company LLC
11 East Broadway 6th Floor
1-212-566-0560
 
We are committed to addressing any inquiries or concerns you may have regarding your privacy and will work with you to resolve any issues.

Your phone numbers (personal information) collected for SMS consent will not be shared with third parties or affiliates for marketing purposes.