375 North Main Street Suite A-5
Williamstown NJ 08094
(856) 226-9524
mike@pinkharbor.com
Mon - Fri 9 AM - 5 PM
Nights & Weekends
during tax season
Williamstown NJ 08094
mike@pinkharbor.com
Nights & Weekends
during tax season
Why? As a Certified Public Accounting firm, Pink Harbor, CPA is required by federal law and professional ethical standards to inform you of our policies regarding the privacy of your information. CPAs have long been bound by professional standards of confidentiality that are even more stringent than those required by law. We have always protected your right to privacy and will continue to do so.
What? The types of nonpublic personal information we collect and share depend on the product or service you have with us. This information can include:
Social Security numbers and income details
Tax return data and financial history
Account balances and transaction history
Investment interests and retirement assets
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons Pink Harbor, CPA may share your personal information and whether you can limit this sharing.
We do not sell or rent your personal information to anyone. We share your nonpublic personal information only with third parties as permitted by law or with your express consent. Specifically, we share your data for the following everyday business purposes:
Service Providers: We may share your information with trusted third-party service providers who assist us in providing professional services to you. This includes providers of tax preparation software, secure client portals, e-signature platforms, and cloud storage. These providers are contractually bound to maintain the confidentiality and security of your data.
Legal & Regulatory Requirements: We may disclose information to government or law enforcement officials (such as the IRS or state taxing authorities) as required by law, or in response to a valid subpoena or court order.
Professional Standards: We may disclose information as part of a peer review of our firm’s accounting practice under the authority of the AICPA or state Board of Accountancy.
With Your Consent: We will obtain your written consent before using or disclosing your tax return information for any purpose other than the preparation of your return, as required by Internal Revenue Code Section 7216.
How we use Cookies: We use “cookies” to help us improve your access to our site and identify repeat visitors. Additionally, because we use Google Ads, we use cookies and tracking pixels to:
Measure Performance: See which of our ads led you to our website.
Remarketing: Show relevant ads to you on other websites after you have visited ours.
Third-Party Tools: Third-party vendors, including Google, use cookies to serve ads based on someone’s past visits to our website.
Your Control: You can opt out of Google’s use of cookies or device identifiers by visiting Google’s Ads Settings. You can also opt out of other third-party cookies by visiting the Network Advertising Initiative opt-out page.
We collect information from you on our website and through our advertising in three specific ways:
Resource Access: When you opt-in to receive a whitepaper or other resources, we collect your name, email address, and phone number to deliver the content to you.
Advertising Leads: If you complete a lead form through our Google Ads, that information is managed by Google and shared with us so we can respond to your inquiry.
Appointment Scheduling: When you schedule an appointment through our website, we use an embedded API from Acuity Scheduling to process your booking. This third-party service collects the information necessary to confirm and manage your appointment.
Our website contains links to external sites for your convenience and information. These primarily include authoritative sources such as:
Governmental Agencies: Including the Internal Revenue Service (IRS) and state taxing authorities.
Professional Organizations: Such as the American Institute of Certified Public Accountants (AICPA).
Financial Service Providers: Including our secure client portal and scheduling tools.
Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.
From time-to-time, our firm may request information via surveys or professional promotions (such as whitepaper downloads). Participation in these activities is completely voluntary and you may choose whether or not to participate and therefore disclose this information.
Survey Data: Information requested may include contact information (such as name and email address) and demographic information (such as ZIP code or business industry). Survey information will be used solely for purposes of monitoring or improving the use and satisfaction of our professional services.
Lead Generation Forms: If you participate in a promotion to receive a whitepaper or tax guide, the contact information you provide will be used to deliver the requested material and may be used to contact you regarding related tax and accounting services we offer.
Google Ads Lead Forms: Information collected through Google-managed lead forms is used specifically to respond to your request for a consultation or information.
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number provided on our website:
Data Review: See what personal data we have about you, if any.
Corrections: Change or correct any data we have about you.
Deletion: Request that we delete any data we have about you, subject to legal and IRS retention requirements.
Inquiries: Express any concern you have about our use of your data.
We take the security of your sensitive information very seriously. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Online Protection: We use industry-standard encryption to protect sensitive data transmitted online. You can verify this by looking for a lock icon in the address bar and looking for “https” at the beginning of our website address.
Offline Protection: Only employees who need the information to perform a specific job (for example, tax preparation, billing, or customer service) are granted access to personally identifiable information.
System Security: The computers and servers in which we store personally identifiable information—including our professional tax software and secure document portals—are kept in a secure, encrypted environment.
We reserve the right to change this privacy policy at any time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically to stay informed about how we are protecting the nonpublic personal information we collect.
We do not sell, rent, or lease our client lists or any personal information to third parties.
In order to provide our professional services, we may share data with trusted partners to:
Perform Statistical Analysis: To help us understand how our website is used and how to improve our services.
Provide Client Support: Such as utilizing Acuity Scheduling to manage your appointments.
Deliver Resources: To send you the whitepapers or tax guides you have requested.
Process Tax Returns: Using secure, industry-standard third-party software as permitted by law and professional standards.
In the course of providing tax and accounting services, we collect nonpublic personal information about you from the following sources:
Directly from you: Information we receive on tax organizers, applications, or other forms (such as your name, address, Social Security Number, assets, and income).
Service Interactions: Information about your transactions with us, our affiliates, or others (such as payment history or data provided during consultations).
Third-Party Providers: Information we receive from third-party tools we utilize to facilitate our services, such as Acuity Scheduling for appointments and our secure document portals.
Our website and services are not directed to individuals under the age of thirteen (13). We do not knowingly collect personal information from children under 13. If we become aware that a child under 13 has provided us with personal information, we will take steps to delete such information from our files as soon as possible.
If you have any questions about this privacy policy, or if you feel that we are not abiding by these terms, please contact us immediately at 856-226-9524 or via email at mike@pinkharbor.com.