1. INTRODUCTION

Thank you for choosing to be part of our community at Blumer CPAs & Associates (“Company”, “we”, “us”, or “our”). We are committed to protecting your personal information and your right to privacy. This Privacy Policy describes how we collect, use, store, share, and protect your information when you visit our website, including any other media form, media channel, mobile website, or mobile application related or connected to it (collectively, the “Site”).

Please read this privacy policy carefully as it will help you make informed decisions about sharing your personal information with us.

2. INFORMATION WE COLLECT

We collect personal information that you voluntarily provide to us when you register on the Site, express an interest in obtaining information about us or our products and services, when you participate in activities on the Site, or otherwise when you contact us.

2.1 Personal Information You Disclose to Us

The personal information we collect depends on the context of your interactions with us and the Site, the choices you make, and the products and features you use. The personal information we collect may include:

  • Personal Identifiers: Name, email address, postal address, phone number, and other similar identifiers.
  • Account Information: Username, password, account preferences, and account activity.
  • Professional Information: Company name, job title, industry, and professional qualifications.
  • Communications: Records and copies of your correspondence if you contact us.

2.2 Information Automatically Collected

When you visit our Site, we automatically collect certain information about your device, browsing actions, and patterns, including:

  • Technical Data: IP address, browser type and version, operating system, device information, language preferences, referring URLs, country, and time zone.
  • Usage Data: Pages visited, time spent on those pages, page interaction information, and methods used to browse away from the page.
  • Cookies and Similar Technologies: We use cookies, web beacons, and other tracking technologies to collect and store information. You can control cookies through your browser settings and other tools.

3. HOW WE USE YOUR INFORMATION

We use your information for legitimate business purposes, including:

  • To provide and maintain our services
  • To process and complete transactions
  • To respond to your inquiries and provide customer support
  • To send administrative information
  • To send marketing and promotional communications (with your consent where required by law)
  • To improve our website and services
  • To protect our website, services, and users
  • To comply with legal obligations

4. DISCLOSURE OF YOUR INFORMATION

We may share your information in the following situations:

  • Service Providers: We may share your information with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf.
  • Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business.
  • Legal Obligations: We may disclose your information where we are legally required to do so to comply with applicable law, governmental requests, judicial proceedings, court orders, or legal processes.
  • With Your Consent: We may disclose your personal information for any other purpose with your consent.

5. DATA SECURITY

We have implemented appropriate technical and organizational security measures to protect your personal information from accidental loss, unauthorized access, use, alteration, and disclosure. However, please be aware that no method of transmission over the Internet or method of electronic storage is 100% secure.

Technologies such as, not limited to, Transport Layer Security (TLS) and Secured Socket Layer (SSL) are use to enhance security and protect client data.

We restrict access to sensitive client information to employees that need to know that information to provide our services

6. DATA RETENTION

We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your information to the extent necessary to comply with our legal obligations, resolve disputes, and enforce our legal agreements and policies.

7. Your Privacy Rights

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

  • Right to Know: You have the right to request information about the categories of personal information we collect, the sources from which we collect it, the purposes for which we use it, and the categories of third parties with whom we share it.
  • Right to Delete: You have the right to request the deletion of your personal information, subject to certain exceptions.
  • Right to Opt-Out of Sales: You have the right to opt-out of the sale of your personal information.
  • Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights.

To exercise your rights, please contact us using the contact information provided in the “Contact Us” section below. We may need to verify your identity before processing your request.

For financial records and transactions, we are required to comply with various regulatory retention requirements, including those under U.S. tax laws, anti-money laundering regulations, and professional accounting standards. When you request deletion of your data, we will:

  1. Delete or anonymize all information not required for legal or regulatory compliance
  2. Isolate and securely store any information we are legally required to maintain
  3. Restrict processing of retained information to only what is necessary for compliance purposes
  4. Provide you with clear information about what data we must retain, why, and for how long

8. DO WE MAKE AUTOMATIC DECISIONS AND/OR PROFILE?

We do not use automated decision-making and/or profiling techniques involving your personal data.

9. COOKIES AND TRACKING TECHNOLOGIES

We use cookies and similar tracking technologies to track activity on our Site and store certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.


9.2 Cookie Categories

Marketing Cookies: These technologies are used by advertisers to serve ads that are relevant to your interests.

Essential Cookies: These technologies are required to activate the core functionality of our service.

Functionality Cookies: These technologies enable us to analyse usage behavior in order to measure and improve performance.


9.3 Cookie Management

You can manage your cookie preferences through:

  • Browser settings to refuse all or some browser cookies
  • Our cookie Cookiebot tool on our website
  • Opting out of analytics cookies via links in our Cookie Policy

10. THIRD-PARTY WEBSITES

Our Site may contain links to other websites that are not operated by us. If you click on a third-party link, you will be directed to that third party’s site. We strongly advise you to review the privacy policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

11. CHILDREN’S PRIVACY

Our Service is not directed to anyone under the age of 18. We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your child has provided us with personal data, please contact us. If we become aware that we have collected personal data from children without verification of parental consent, we take steps to remove that information from our servers.

12. CHANGES TO THIS PRIVACY POLICY

We may update this privacy policy from time to time. The updated version will be indicated by an updated “Last Updated” date and the updated version will be effective as soon as it is accessible. We encourage you to review this privacy policy frequently to be informed of how we are protecting your information.

13. CONTACT US

If you have questions or comments about this policy, or if you would like to exercise your rights, please contact us by:

  • Email: [Your Privacy Email]
  • Phone: [Your Phone Number]
  • Mail: [Your Physical Address]

14. COMPLAINTS

If you have complaints about how we process your personal information, please contact us first. If you are not satisfied with our response, you may submit a complaint to your local data protection regulator.

15. ACKNOWLEDGMENT

By using our website, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.