Privacy Policy

At Ridihalgh, Fuelling, Snitker, Weber & Co., we understand that your personal and financial information is confidential. We are committed to maintaining the privacy and security of your nonpublic personal information and have always protected your right to privacy.

This policy explains what information we collect, how we use it, and who we share it with.

What personal information we collect

We collect nonpublic personal information about you to provide professional accounting and tax services. We gather this information from the following sources:

• Information you provide to us: Data you give us on applications, tax organizers, worksheets, tax forms and schedules, or other documents. This may include your name, address, Social Security number, income, investment details, and other financial information necessary to perform our services.
• Information about your transactions with us: This includes information about the services we provide to you and your account balances.
• Information from third parties: This may include data from consumer reporting agencies or other sources to the extent we are authorized by you or required by law.
• Information collected online: This may include contact information you provide through our website and your interactions with us, such as client portal usage and online bill payments.

How personal information is used

We use your personal information solely for the purposes for which it was provided, including:

• Providing professional services: To prepare your tax returns, perform bookkeeping, payroll, offer tax and related financial advice, and deliver other services as part of our engagement.
• Communication: To contact you about your account, respond to your inquiries, and provide updates regarding our services.
• Compliance with legal obligations: To fulfill our legal and regulatory requirements as a Certified Public Accounting firm.
• Improving our services: To analyze and improve the quality of our services.

Who personal information is shared with

As a general rule, we do not disclose any nonpublic personal information about our current or former clients to anyone outside our firm, except as permitted by law or with your explicit consent.

Permitted disclosures may include:

• Firm personnel: Access to your information is restricted to our employees and other parties who need to know the information to provide services to you. Their right to disclose and use the information is limited by our professional standards and applicable law.
• Service providers: In some cases, we may share information with third-party service providers who assist us in delivering our services, such as a secure client portal or other technology platforms. These companies are contractually bound to maintain the confidentiality of your information.
• Government agencies: We may be required to disclose your information to government agencies, such as the Internal Revenue Service or the Iowa Department of Revenue, to comply with tax regulations or a validly issued subpoena or summons enforceable by court order.
• Regulatory bodies: Disclosure may be necessary for peer reviews or to respond to inquiries from regulatory bodies that oversee the accounting profession.
• With your consent: We will obtain your written consent before disclosing your information for any purpose other than those stated in this policy.