Privacy Policy

How we handle your personal information, ensuring transparency and security in every interaction.

Introduction

Welcome to Watter CPA. We value your privacy and are dedicated to protecting your personal information. This Privacy Policy outlines how we collect, use, share, and safeguard your information when you interact with our services. Please read this policy carefully to understand how we handle your data and your rights regarding your information.

1. Information We Collect

We collect various types of information to provide and improve our services. This includes:

Personal Identification Information:

  • Name: To identify and address you in our communications and services.
  • Email Address: For sending service-related updates, newsletters, and other communications.
  • Phone Number: For direct contact regarding service inquiries and support.
  • Address: For billing purposes and to ensure accurate delivery of services.
  • Social Security Number: For clients requiring tax services and other financial documentation.

Browser and Visit Information:

  • IP Address: To monitor and analyze website usage and troubleshoot issues.
  • Browser Type and Version: To ensure compatibility with our website’s features.
  • Referral Source: To understand how visitors find our website.
  • Length of Visit and Pages Viewed: To analyze user engagement and website performance.
  • Device Information: To optimize the website’s display on different devices.

Account and Authentication Information:

  • Username and Password: To authenticate and manage your account securely.
  • Account Preferences: To tailor our services to your needs and preferences.
  • Profile Information: To manage and customize your experience with us.

2. How We Use Your Information

We use the information collected to deliver, enhance, and personalize our services. Specifically, we may use your information to:

  • Service Delivery: Provide, operate, and maintain our website and services, ensuring smooth functionality.
  • Personalization: Tailor the website experience to your preferences and improve service quality.
  • Analysis: Analyze how you use our website to enhance user experience and identify trends.
  • Development: Develop new services, features, and functionalities based on user feedback and needs.
  • Communication: Contact you directly or through partners for customer service, updates, and promotional purposes.
  • Transaction Management: Process and manage your payments, track transactions, and prevent fraudulent activities.
  • Legal Compliance: Fulfill legal obligations, enforce our terms, and protect our rights and interests.

3. How We Share Your Information

Service Providers:
We may share your information with third-party service providers who assist us in operating our business, including payment processors, IT support, and marketing partners. These parties are obligated to use your information only for the purposes specified by us and are bound by confidentiality agreements.

Legal and Safety Reasons:
We may disclose your information to law enforcement, government agencies, or other third parties if required by law or in response to a subpoena, court order, or similar legal process. We may also disclose information to protect our rights, enforce our terms, prevent fraud, or respond to emergency situations.

Business Transfers:
In the event of a merger, acquisition, or sale of all or part of our business, your information may be transferred to the new entity. We will notify you of such changes and how they affect your information.

4. Your Privacy Rights

Access and Correction:
You have the right to access and correct the personal information we hold about you. You can request to review, update, or correct your data by contacting us.

Deletion and Portability:
You may request the deletion of your personal information or obtain a copy of it in a structured, commonly used format. We will respond to such requests in accordance with applicable laws.

Opt-Out:
You can opt-out of receiving marketing communications from us by following the instructions in those communications or by contacting us directly.

5. Data Security

Security Measures:
We implement robust security measures to protect your personal information, including Secure Socket Layer (SSL) encryption for data transmission and secure storage solutions. Our systems and procedures are designed to safeguard your data from unauthorized access, alteration, disclosure, or destruction.

Data Breach Procedures:
In the event of a data breach, we will notify affected individuals promptly and take steps to mitigate any potential harm. We will also review and improve our security measures to prevent future breaches.

6. Cookies and Tracking Technologies

Cookies:
We use cookies and similar tracking technologies to enhance your browsing experience, analyze website usage, and personalize content. Cookies are small data files stored on your device that help us recognize your preferences and improve our services.

Third-Party Cookies:
Our website may include cookies from third-party services. You can manage cookie preferences through your browser settings and choose to block or delete cookies as needed.

7. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. We will notify you of significant changes by posting an updated policy on our website. Please review this policy regularly to stay informed about how we are protecting your information.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

[email protected](301) 652-0580

5 N Adams St,
Rockville, MD 20850, United States

Effective Date: 08/01/2024