Introduction
Ingram & Green, LLC ("we," "us," or "our") is committed to protecting the privacy and security of your personal information. As a Certified Public Accounting firm, we understand the sensitive nature of the financial and personal data entrusted to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our professional services.
Information We Collect
Information You Provide Directly
We may collect personal information that you voluntarily provide to us, including:
Information Collected Automatically
When you visit our website, we may automatically collect:
- Browser type and version
- Operating system
- IP address (anonymized where possible)
- Pages visited and time spent on pages
- Referring website addresses
How We Use Your Information
Providing Services
Tax preparation, bookkeeping, payroll, and advisory services
Communication
Responding to inquiries, account notices, and service updates
Legal Compliance
IRS requirements, Alabama State Board regulations, and applicable laws
Business Operations
Website improvements, usage analysis, and service enhancements
Third-Party Services
We use the following third-party services that may collect or process your information:
Secure client portal for document sharing and communication
Contact form submissions on our website
Processing client payments securely
Each service provider has their own privacy policies. We recommend reviewing their respective policies.
Data Security
We implement appropriate technical and organizational security measures to protect your information:
While we strive to protect your information, no method of transmission over the Internet is 100% secure.
Data Retention
We retain client records in accordance with professional standards and legal requirements. Generally, we retain tax returns and supporting documents for a minimum of seven (7) years. Some records may be retained longer as required by law or professional standards.
Your Rights
You may have certain rights regarding your personal information:
- Access — The right to access the personal information we hold about you
- Correction — The right to request correction of inaccurate information
- Deletion — The right to request deletion of your information (subject to legal retention requirements)
- Opt-Out — The right to opt out of marketing communications
To exercise any of these rights, please contact us using the information provided below.
Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will post the updated policy on this page with a revised "Last Updated" date. We encourage you to review this Privacy Policy periodically.
Contact Us
If you have any questions about this Privacy Policy or our privacy practices, please contact us:
Ingram & Green, LLC