Privacy Policy
At Jordahl & Sliter, PLLC, your privacy is important to us. Maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and aim to avoid unwanted solicitations.
Types of Information We Collect
We collect personal information only when provided by you or obtained with your authorization. This information helps us prepare your tax returns and offer consulting services. Sources include:
– Interviews and phone calls
– Letters or emails
– Tax return organizers, questionnaires, or other tax documents.
Parties to Whom We Disclose Information
We do not share client information to third parties for marketing purposes.
We generally do not disclose personal information about our clients or former clients. However, certain nonpublic information may be disclosed in situations such as:
– Compliance with subpoenas or summons
– Reviews by state or national licensing boards
– Prospective practice sales or mergers (with confidentiality agreements)
– Legal proceedings where necessary
– Affiliates and third parties providing services under strict confidentiality agreements
Confidentiality and Security of Nonpublic Personal Information
We restrict access to your information to employees and parties who need it to provide services. We maintain:
– Physical, electronic, and procedural safeguards
– Compliance with laws and regulations
– Nondisclosure agreements where appropriate
SMS Texting Consent
We will request verbal consent before sending you text for business purposes. You can opt out anytime by replying with “STOP.” We will honor your request promptly.
We will not sell your telephone number to any third parties. We would only share your telephone number under limited special circumstances mentioned above in Parties to Whom We Disclose Information.
Website Tracking
Our website uses Google Analytics to collect anonymous information for improving user experience. This data includes:
- Website traffic patterns
- User interactions
- Device and browser information
We do not collect personal information through Google Analytics. You can opt out of Google Analytics tracking by using the Google Analytics Opt-out Browser Add-on.
Your Rights
You have the right to:
– Access and correct your personal information
– Withdraw consent for certain uses
Changes to This Policy
We may update this Privacy Policy periodically. We will notify you of significant changes through our website or direct communication.
Contact Us
If you have questions or concerns about our privacy practices, please contact us at:
Jordahl & Sliter, PLLC
2 SUNSET PLZ, KALISPELL, MT 59901
406-752-1040
Thank you for allowing us to serve your accounting, tax, and consulting needs. We value your business and are committed to protecting your privacy.
Privacy policy updated: 08-22-2024