Privacy Policy

At William W. Stubbs III, P.C., we recognize that our clients entrust us with highly confidential personal, financial, and business information. Protecting that information is fundamental to the relationship we have built with our clients since 1982.

We are committed to maintaining the privacy, confidentiality, and security of the information you provide to us, both through this website and during the course of our professional engagement.

Information We Collect

We collect only the information necessary to provide professional accounting, tax, valuation, consulting, and advisory services. Depending upon the services you request, this information may include:

• Name, mailing address, telephone number, and email address
• Tax returns and supporting tax information
• Financial statements and accounting records
• Business and investment information
• Estate and trust information
• Other documents and information you voluntarily provide in connection with our professional services

How We Use Your Information

Information you provide is used solely to:

• Prepare tax returns
• Provide tax planning and consulting services
• Perform accounting and financial reporting services
• Provide business advisory and valuation services
• Respond to your inquiries
• Fulfill our professional and legal responsibilities

We do not sell, rent, or trade your personal information to third parties.

Professional Confidentiality

As Certified Public Accountants, we are subject to strict professional standards governing the confidentiality of client information.

Except as authorized by you or required by law, your confidential information will not be disclosed to any third party.

Website Information

Like most websites, ours may automatically collect limited technical information, including:

• Browser type
• Device type
• IP address
• Pages visited
• Date and time of your visit

This information is used only to improve the performance, functionality, and security of our website and is not used to personally identify visitors.

Cookies

Our website may use cookies or similar technologies to enhance your browsing experience and help us understand how visitors use our website.

You may disable cookies through your browser settings if you prefer.

Secure Client Portal

Protecting confidential information is one of our highest priorities.

Our Secure Client Portal uses encrypted technology designed to provide a safe method for exchanging tax returns, financial documents, and other confidential information between our office and our clients.

For your protection, we strongly encourage you not to send tax returns, Social Security numbers, financial statements, or other confidential documents through ordinary email. Instead, please use our Secure Client Portal whenever transmitting sensitive information.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect the information entrusted to us against unauthorized access, disclosure, alteration, or destruction.

While no method of electronic transmission can be guaranteed to be completely secure, we employ reasonable safeguards consistent with professional standards and industry practices.

Links to Other Websites

Our website may contain links to governmental agencies, professional organizations, or other third-party websites for your convenience.

Because we do not control those websites, we are not responsible for their privacy practices or content.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any revisions will be posted on this page together with the revised effective date.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact us.