Privacy Policy
Last Updated: April 26, 2025
1. Introduction
Welcome to Perkins & Company (www.perkinsandcompany.com), operated by Perkins & Company ("we," "us," or "our"), an accounting firm providing professional services in tax planning, bookkeeping, auditing, financial reporting, and advisory. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit or use our website (the "Website").
By accessing or using the Website, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the Website. This Privacy Policy applies to all users, including visitors, prospective clients, and others who interact with the Website.
2. Information We Collect
We may collect the following types of information when you use our Website:
Personal Information: Information that identifies you, such as your name, email address, phone number, or mailing address, provided when you contact us, schedule a consultation, or submit inquiries.
Usage Data: Non-identifying information about how you interact with the Website, such as your IP address, browser type, device information, pages visited, and time spent on the Website, collected automatically through cookies and analytics tools.
User Contributions: Information you voluntarily provide, such as comments, inquiries, or feedback submitted through contact forms or other interactive features.
We do not collect sensitive personal information (e.g., Social Security numbers, financial account details) through the Website unless explicitly required for accounting services and agreed upon in a formal engagement.
3. How We Collect Information
We collect information in the following ways:
Directly from You: When you fill out contact forms, schedule consultations via Calendly, or communicate with us via email or phone.
Automatically: Through cookies, Google Analytics, and other tracking technologies that record your interactions with the Website.
From Third Parties: From third-party service providers, such as Calendly, when you use their services to interact with us, subject to their privacy policies.
4. How We Use Your Information
We use your information to:
Provide and improve our accounting services, including responding to inquiries and scheduling consultations.
Communicate with you about our services, updates, or promotional materials, where permitted by law.
Analyze Website usage to enhance functionality, performance, and user experience.
Comply with legal obligations, such as maintaining records required by federal or state regulations or responding to legal requests.
Protect the security and integrity of the Website and our operations.
We do not use your information for automated decision-making or profiling that produces legal or financial effects.
5. How We Share Your Information
We may share your information in the following circumstances:
With Service Providers: With third-party vendors, such as Google Analytics for usage tracking or Calendly for appointment scheduling, who process data on our behalf and are bound by confidentiality agreements.
For Legal Purposes: When required by law, court order, or government authority, or to protect our rights, property, or safety, or that of our users.
With Your Consent: When you explicitly agree to share your information, such as when engaging our accounting services through a formal agreement.
We do not sell your personal information to third parties for marketing or other purposes.
6. Cookies and Tracking Technologies
The Website uses cookies and similar technologies to collect usage data and enhance your experience. Cookies are small data files stored on your device. We use:
Essential Cookies: Necessary for the Website to function, such as maintaining your session.
Analytics Cookies: To collect data on Website usage via Google Analytics, helping us understand user behavior.
You can manage cookie preferences through your browser settings. Disabling cookies may limit some Website functionality. For more details, see our Cookie Policy (if applicable) or contact us.
7. Your Privacy Rights
As a California resident, you have rights under the California Consumer Privacy Act (CCPA), including:
Right to Know: Request details about the personal information we collect, use, or disclose about you.
Right to Delete: Request deletion of your personal information, subject to legal exceptions.
Right to Opt-Out: Opt-out of the sale of your personal information (note: we do not sell personal information).
Right to Non-Discrimination: We will not discriminate against you for exercising your rights.
To exercise these rights, contact us using the details in Section 10. We will respond within 45 days, as required by law. Residents of other jurisdictions may have similar rights under applicable laws; please contact us for assistance.
8. Data Security
We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, or misuse. These measures include encryption for data transmission (where applicable), secure storage, and access controls.
However, no online platform is completely secure. We cannot guarantee the absolute security of your information, and you use the Website at your own risk.
9. Third-Party Services
The Website may link to third-party services, such as Google Analytics or Calendly, which have their own privacy policies. We are not responsible for the privacy practices of these services. We encourage you to review their policies before interacting with them.
10. Children’s Privacy
The Website is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If we learn that we have collected such information, we will take steps to delete it promptly. If you believe a child under 18 has provided us with personal information, please contact us.
11. International Users
The Website is operated from the United States and governed by U.S. law. If you access the Website from outside the U.S., your information may be transferred to and processed in the U.S., where privacy laws may differ. By using the Website, you consent to this transfer and processing.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Updates will be posted on the Website with a revised "Last Updated" date. Your continued use of the Website after changes indicates your acceptance of the updated Privacy Policy. We encourage you to review this page periodically.
13. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our handling of your personal information, please contact us at:
Perkins & Company
123 Placeholder St. San Francisco, CA 45784
Email: info@perkinsandcompany.com
Phone: (123) 456-7890