Effective Date: January 24, 2025
Scout Financial values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us when using our services, including CFO services, tax services, nonprofit accounting, accounting services, and R&D tax credits. By using our website and services, you agree to the collection and use of information in accordance with this policy.
1. Information We Collect
We collect personal and business information that you provide to us directly or through interactions with our website, including but not limited to:
- Personally Identifiable Information (PII): This may include your name, address, phone number, email address, Social Security Number (SSN), tax identification number (TIN), and other personal data necessary for providing our services.
- Business Information: We may collect details about your business, including financial records, tax filings, and other documentation related to our accounting, tax, and CFO services.
- Payment Information: If you make a payment for services, we may collect payment details, including credit card information or bank account details (processed securely through third-party payment processors).
- Website Usage Information: We may collect data related to how you interact with our website, including IP addresses, browser types, pages visited, and referring URLs. This helps us improve our website and user experience.
2. How We Use Your Information
We use your personal and business information to provide the services you request, such as CFO, tax services, nonprofit accounting, accounting, and R&D tax credit services. Specifically, we may use your information for the following purposes:
- To offer and deliver our services, including consultations, tax filings, accounting, and financial planning
- To process payments for services rendered
- To communicate with you regarding service updates, account management, and other relevant information
- To ensure compliance with applicable laws and regulations, including tax laws and financial reporting standards
- To improve our website and services through the analysis of website traffic and user interactions
3. Sharing Your Information
We do not sell, rent, or trade your personal information. However, we may share your information with third parties only in the following situations:
- Service Providers: We may share your information with trusted third-party vendors or service providers who assist us in performing services, such as payment processors, cloud storage, or IT services. These providers are obligated to keep your information secure and only use it for purposes related to the services they provide.
- Legal Compliance: We may disclose your information if required by law or in response to legal processes, such as subpoenas, court orders, or requests from government authorities.
- Business Transfers: In the event of a merger, acquisition, or sale of Scout Financial, your personal and business information may be transferred as part of the transaction. We will notify you of such changes and offer an opportunity to manage your preferences.
4. Data Security
5. Your Rights and Choices
You have certain rights regarding your personal information, including:
- Access: You can request access to the personal information we hold about you.
- Correction: If your personal information is inaccurate or incomplete, you can request corrections.
- Deletion: You may request that we delete your personal information, subject to legal and contractual obligations.
- Opt-out: You can opt out of receiving marketing communications from us at any time by following the unsubscribe instructions in our emails or by contacting us directly.
6. Retention of Information
7. Third-Party Links
8. Children's Privacy
Our services are not intended for individuals under the age of 18, and we do not knowingly collect personal information from children. If you are a parent or guardian and believe we have collected information from a child, please contact us so we can take appropriate action.
9. California Privacy Rights
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and other applicable laws, including:
- The right to know what personal information we collect, use, disclose, and sell (we do not sell personal information).
- The right to request that we delete personal information collected from you, subject to legal exceptions.
- The right to opt out of the sale of your personal information (although we do not sell your personal data).
- The right to non-discrimination for exercising your privacy rights.
To exercise these rights, please contact us using the details provided below.
10. Changes to This Privacy Policy
11. Contact Information
If you have any questions about this Privacy Policy or how we handle your information, please contact us at:
Scout Financial 16 N Marengo Ave Suite 303, Pasadena, CA 91101