Privacy Policy

Grant & Associates, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and business information you share with us. This Privacy Policy explains the types of information we collect, how we use it, how it is protected, and your rights concerning that information. By engaging our services or providing your information, you consent to the practices outlined in this policy.

1. Information We Collect

We collect information necessary to provide quality accounting, bookkeeping, tax, and financial services. This includes:

A. Personal Information

Name, mailing and email addresses, and phone numbers
Tax identification numbers (Social Security Number or Employer Identification Number)
Bank and financial account details, tax records, and payroll information

B. Business Information

Company details, financial statements, bookkeeping records, and transaction histories
Payroll, employee, and operational data necessary for accounting and reporting purposes

C. Technical and Usage Information

IP addresses, device types, browser settings, and activity logs when using our online platforms or communicating digitally

Most of this information is provided directly by clients, while some technical and usage data may be collected automatically through our systems for operational purposes.

2. How We Use Your Information

Your information is used to provide our services effectively and securely. Uses include:

Providing Services:
- Preparing tax returns, financial statements, payroll processing, and other accounting services
- Conducting financial planning, advisory, and consulting activities

Client Communication:
- Responding to inquiries, sending updates, delivering confirmations, and providing support
- Sharing important announcements about service changes or updates

Compliance and Legal Obligations:
- Ensuring adherence to federal, state, and local laws, including tax regulations and professional standards
- Responding to subpoenas, legal investigations, and governmental reporting requirements

Business Operations and Improvement:
- Analyzing trends to enhance service quality
- Developing and maintaining systems, tools, and methodologies for better client experiences

3. Sharing and Disclosure of Information

We do not sell, trade, or rent your personal information to third parties. Information may be shared in limited circumstances:

With Service Providers: Trusted third-party partners who assist with software platforms, cloud storage, payroll processing, and other operational functions. All providers are contractually obligated to maintain confidentiality and protect your information.

Legal and Regulatory Requirements: When required by law, governmental authorities, court orders, or legal processes.

With Your Consent: When you provide explicit consent for us to share information with a third party for a specific purpose.

We carefully select and monitor third-party partners to ensure compliance with professional and security standards.

4. Data Security

We implement administrative, technical, and physical safeguards to protect your information against unauthorized access, alteration, disclosure, or destruction. Security measures include:

Encrypted communications and secure data storage
Controlled access to client files and internal systems
Regular monitoring and testing of digital systems
Staff training on privacy and confidentiality practices

While we strive to maintain the highest security standards, no system can be guaranteed 100% secure. You acknowledge that information transmitted electronically always carries some risk.

5. Retention of Information

We retain client information as long as necessary to fulfill services, comply with legal obligations, or enforce agreements. Retention periods may vary depending on regulatory requirements, the type of service provided, and professional record-keeping standards. When information is no longer needed, we ensure secure destruction to prevent unauthorized access.

6. Your Rights and Choices

Clients have the following rights regarding their information:

Access and Correction: You may request access to personal or business data and request corrections to ensure accuracy.
Data Portability: In applicable cases, you may request a copy of your information in a readable format.
Opt-Out or Restrict Use: You may limit certain uses of your data, including marketing communications or system tracking, where applicable.
Deletion Requests: Where permitted by law, you may request that your data be deleted from our systems.

To exercise any of these rights, please contact us using the details provided below. Requests will be addressed promptly in accordance with applicable law.

7. Children’s Privacy

Our services are intended for businesses and adults. We do not knowingly collect information from children under the age of 13. If we learn that personal information has been collected from a child, we will take steps to delete it promptly.

8. Third-Party Links and Services

Our systems may include links to third-party websites or services. We are not responsible for the privacy practices or content of these external sites. We encourage clients to review the privacy policies of any third-party sites they interact with.

9. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in law, technology, or business practices. Significant updates will be communicated via our website or direct client communication. Continued use of our services after changes indicates acceptance of the revised policy.

10. Contact Information

For questions, concerns, or requests regarding this Privacy Policy, or to exercise your privacy rights, please contact us at regrantinc@verizon.net

Grant & Associates, LLC is an accounting firm in Maryland that has delivered trusted, high-quality accounting services to businesses and individuals since 1994.