privacy policy.

THIS DOCUMENT CONTAINS IMPORTANT INFORMATION ON OUR CONCERN FOR PROTECTING YOUR RIGHTS UNDER FEDERAL PRIVACY LAWS.

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. GirlFriday Inc respects your right to keep your personal information confidential and understands your desire to avoid unwanted solicitations.

GirlFriday Inc is required, by law, to disclose our Privacy Policy to you – which we are more than happy to do. We hope that by taking a few moments to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.

A. Types of Information We Collect

GirlFriday Inc collects certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also use it to provide various tax and financial planning services to you at your request.

Examples or sources from which we collect information include:

  • §  interviews and phone calls with you,

  • §  letters or e-mails from you,

  • §  tax return or financial planning organizers,

  • §  financial history questionnaires, and

  • §  transaction information – This is information about your transactions with us and includes information necessary for billing and payment for our income tax preparation and financial planning services, as Well as all correspondence between you and us. Transaction information would also include your payment history with us, billing records and any collection effort engaged in by us for payment of service rendered to you.

2. In the course of a review of our Firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.

3. In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.

4. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

5. To provide information to affiliates of the Firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if We have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records retention agency to store prior year records.)

B. Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:

1. to comply with a validly issued and enforceable subpoena or summons.

2. In the course of a review of our Firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.

3. In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.

4. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

5. To provide information to affiliates of the Firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if We have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records retention agency to store prior year records.)

C. Who Has Access to This Information?

GirlFriday Inc employees are permitted to access the information they need to perform their jobs. We maintain strict internal policies against unauthorized disclosure or use of client information. Information held by any Nerdy Girl Enterprises Inc employee is also available to the employees of our sister company, BCS Financial, for authorized purposes only.

D. Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our Firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our Firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our Firm as you’re most trusted adviser and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.