Privacy Policy for BernieCPA Accounting and Advisory

Welcome to BernieCPA Accounting and Advisory (referred to as "we," "us," or "our"). We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you about how we handle your personal data when you visit our website, berniecpa.com (the "Website"), and tell you about your privacy rights and how the law protects you.

1. Important Information and Who We Are

Purpose of This Privacy Policy

This privacy policy aims to give you information on how BernieCPA Accounting and Advisory collects and processes your personal data through your use of this Website, including any data you may provide when you use our service.

Contact Details

For questions about this privacy policy or our privacy practices, please contact us at privacy@berniecpa.com.

Changes to the Privacy Policy and Your Duty to Inform Us of Changes

We keep our privacy policy under regular review. It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes.

Third-Party Links

This Website may include links to third-party websites. Clicking on those links may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements.

2. The Data We Collect About You

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

We may collect, use, store, and transfer different kinds of personal data about you, which we have grouped together as follows:

• Identity Data: Includes first name, last name, username or similar identifier.
• Contact Data: Includes billing address, delivery address, email address, and telephone numbers.
• Financial Data: Includes bank account and payment card details.
• Transaction Data: Includes details about payments to and from you and other details of products and services you have purchased from us.
• Technical Data: Includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this Website.
• Profile Data: Includes your username and password, purchases or orders made by you, your interests, preferences, feedback, and survey responses.
• Usage Data: Includes information about how you use our Website and services.
• Marketing and Communications Data: Includes your preferences in receiving marketing from us and our third parties and your communication preferences.

We also collect, use, and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data could be derived from your personal data but is not considered personal data in law as this data does not directly or indirectly reveal your identity.

3. How Is Your Personal Data Collected?

We use different methods to collect data from and about you including through:

• Direct interactions: You may give us your Identity, Contact, and Financial Data by filling in forms or by corresponding with us by post, phone, email, or otherwise.
• Automated technologies or interactions: As you interact with our Website, we may automatically collect Technical Data about your equipment, browsing actions, and patterns. We collect this personal data by using cookies, server logs, and other similar technologies. We may also receive Technical Data about you if you visit other websites employing our cookies.
• Third parties or publicly available sources: We may receive personal data about you from various third parties and public sources as set out below:
  • Technical Data from the following parties:
    • Analytics providers such as Google Analytics and Facebook Pixel.
  • Contact, Financial, and Transaction Data from providers of technical, payment, and delivery services.

4. How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

• Where we need to perform the contract we are about to enter into or have entered into with you.
• Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
• Where we need to comply with a legal obligation.

We have set out below a description of all the ways we plan to use your personal data and which of the legal bases we rely on to do so. We have also identified what our legitimate interests are where appropriate.

Purposes for Which We Will Use Your Personal Data

Below is a table describing the purposes for using your personal data, the type of data, and the lawful basis for processing.