Privacy Policy
Introduction
Heritage Advisors CPA, LLC ("we", "us", or "our") respects the privacy of our users ("user", "you"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://www.heritageadvisorscpa.com, including any other media form, media channel, mobile website, or mobile application related or connected thereto. By accessing the site, you agree to the collection and use of information in accordance with this policy.
Consent
By using our website, you hereby consent to our Privacy Policy and agree to its terms.
Information Collection and Use
- Personal Information: We collect personal information that you voluntarily provide to us when registering on the website, expressing an interest in obtaining information about us or our products and services, when participating in activities on the website (such as entering contests, participating in surveys or signing up for newsletters), or otherwise contacting us. The personal information that we collect depends on the context of your interactions with us and the website, the choices you make, and the products and features you use. This may include:
- Name
- Email address
- Telephone number
- Mailing address - Payment Data: If you make purchases, we collect necessary data to process your payment such as your payment instrument number (e.g., credit card number), and the security code associated with your payment instrument.
- Data from Forms: Any information you provide in forms for newsletter subscriptions, contact inquiries, or service registrations is collected and used for the purposes described in this policy.
- Chat Data: Information that you provide through interactive features such as customer support chat is collected to enhance our services and respond to your inquiries.
- Analytics: We may also collect data automatically through cookies, server logs, and other similar technologies on our website, which may include tracking information like your Internet protocol (IP) address, browser type, Internet service provider, device information, browsing information, and geographic location.
Use of Your Information
Having accurate information about you allows us to provide a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the website to:
- Email you regarding your account or orders.
- Fulfill and manage purchases, orders, payments, and other transactions related to the website.
- Offer new products, services, and/or recommendations to you.
- Perform other business activities as needed.
- Prevent fraudulent transactions, monitor against theft, and protect against criminal activity.
- Compile anonymous statistical data and analysis for use internally or with third parties.
Disclosure of Your Information
We may share information we have collected about you in certain situations. Your information may be disclosed as follows:
- By Law or to Protect Rights
- Third-Party Service Providers
- Marketing Communications
- Interactions with Other Users
- Online Postings
- Third-Party Advertisers
Third-Party Websites
The website may contain links to third-party websites and applications of interest, including advertisements and external services, that are not affiliated with us. Once you have used these links to leave the site, any information you provide to these third parties is not covered by this Privacy Policy.
Security of Your Information
We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.
Your Rights
You have certain rights regarding the use of your data, including the right to request access, correct, or delete your personal information, as well as the right to object to certain uses of your information.
Contact Us
If you have questions or comments about this Privacy Policy, please contact us at: cpas@heritageadvisorsllc.com