Your privacy, our priority at Denali Bookkeeping Services
At Denali Bookkeeping Services, we understand the importance of your personal and financial information. This Privacy Policy outlines how we collect, use, protect, and disclose the data you entrust to us, ensuring transparency and safeguarding your confidentiality.
Information we collect and its purpose
We collect specific personal information solely to provide you with expert income tax preparation and various tax and financial planning services. This information is gathered only when you provide it directly or authorize its collection. Sources include interviews, phone calls, emails, tax organizers, and financial history questionnaires, all used to tailor our services to your needs. No mobile will be shared with third parties/affiliates for marketing/promotional purposes. ALL OPT-IN requests include text messaging originator opt-in data and consent; this information will not be shared with third parties.
When and why we share your information
As a general rule, Denali Bookkeeping Services does not disclose personal information about our current or former clients to anyone. However, in specific, legally permissible situations, and adhering strictly to the state Code of Professional Conduct, certain nonpublic information may be disclosed. This includes compliance with valid legal requests (subpoenas, summons), reviews by licensing boards, potential business transactions (with confidentiality agreements), legal proceedings, or to essential third-party service providers (like tax processors or record retention agencies) under strict contractual agreements ensuring data protection.
How we protect your confidential data
We prioritize the confidentiality and security of your nonpublic personal information. Access is strictly limited to Denali Bookkeeping Services employees and authorized parties who require it to provide services to you. Their use and further disclosure of your information are governed by our firm's policies, applicable laws, our Code of Professional Conduct, and non-disclosure agreements. We maintain robust physical, electronic, and procedural safeguards to protect your personal information from unauthorized access, alteration, or destruction, in full compliance with all relevant regulations.