Privacy Policy

Privacy Policy for Penan & Scott, P.C.

Effective Date: September 20th, 2024

Penan & Scott, P.C. (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, https://penanscott.com (the “Site”), and when you engage with our accounting services. By using our Site or services, you consent to the data practices described in this policy.

1. Information We Collect

We may collect both personal and non-personal information from you in the following ways:

A. Personal Information:
When you engage with Penan & Scott, P.C., we may collect personal information such as:

  • Name
  • Email address
  • Phone number
  • Address
  • Financial information (including tax data, income details, or other information necessary for our services)
  • Business details (for business clients, including valuation data)
  • Other personal information necessary for tax preparation, consulting, or other services we provide

B. Non-Personal Information:
We may collect non-identifiable data that does not personally identify you, including:

  • IP address
  • Browser type
  • Device information
  • Web pages visited on our Site
  • Cookies and tracking technologies

2. How We Use Your Information

We use the information we collect to:

  • Provide, improve, and personalize our accounting services
  • Process transactions and deliver the requested services (e.g., tax preparation, business valuation, consulting)
  • Communicate with you regarding your services, updates, or general inquiries
  • Comply with legal obligations, such as tax laws and financial reporting requirements
  • Enhance our website functionality and analyze user behavior to improve your experience
  • Provide marketing communications (if you have opted in)

3. How We Share Your Information

Penan & Scott, P.C. does not sell, rent, or lease your personal information to third parties. However, we may share your information with trusted third parties to the extent necessary to perform our services, including:

  • Service Providers: We may work with third-party vendors who assist in delivering our services (e.g., cloud storage providers, payment processors, tax software providers).
  • Legal Requirements: We may disclose your information if required to comply with legal obligations, such as court orders, audits, or government regulations.
  • Business Transfers: In the event of a merger, acquisition, or sale of Penan & Scott, P.C., your information may be transferred as part of the transaction.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our Site. Cookies allow us to:

  • Store your preferences
  • Recognize repeat visits
  • Track how you navigate our Site for optimization purposes

You can control cookie preferences through your browser settings, but disabling cookies may affect your ability to use certain features of the Site.

5. Data Security

Penan & Scott, P.C. takes appropriate technical and organizational measures to secure your personal information from unauthorized access, use, or disclosure. We implement encryption, secure servers, and restricted access policies to protect the data we handle. However, no data transmission over the internet or electronic storage is 100% secure, and we cannot guarantee the absolute security of your data.

6. Data Retention

We retain your personal information for as long as necessary to provide the services you requested, comply with legal obligations, or resolve disputes. Once your information is no longer needed, we securely dispose of or anonymize it in accordance with industry standards.

7. Your Data Privacy Rights

Depending on your location, you may have certain rights regarding your personal information. These may include:

  • Access: You can request a copy of the personal information we hold about you.
  • Correction: You can ask us to update or correct any inaccurate data.
  • Deletion: You may request the deletion of your personal information, subject to legal or contractual restrictions.
  • Opt-Out: You can opt out of marketing communications at any time by following the unsubscribe instructions in the emails or contacting us directly.

If you would like to exercise any of these rights, please contact us at contact@penanscott.com.

8. Third-Party Links

Our Site may contain links to third-party websites. Penan & Scott, P.C. is not responsible for the privacy practices or content of those external sites. We encourage you to read the privacy policies of any third-party websites you visit.

9. Children’s Privacy

Penan & Scott, P.C. does not knowingly collect personal information from children under the age of 13. If we learn that we have inadvertently collected information from a child under 13, we will take steps to delete that information as quickly as possible.

10. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. When we make material changes, we will notify you by updating the effective date at the top of this page. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:

Penan & Scott, P.C.
https://penanscott.com
Email: contact@penanscott.com
Phone: 301.838.0803


By using our Site or services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.

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