Gurin & Associates, LLC: Your Privacy Matters

We understand that trust is our greatest asset. That's why protecting your personal information is our top priority. This Privacy Policy outlines what information we collect, how we use it, and how we keep it safe.

What Information Do We Gather?

To best serve you in tax preparation and compliance, we collect various personal details from you through different channels:

• Directly from you: This includes information like your name, social security number, income, investments, and other tax and financial data you provide in person, through phone calls, email, our website, or tax forms.
• From others: We may receive information about your financial transactions or legal documents from investment firms, banks, or other parties involved in your financial life.
• Your browser interactions: When you visit our website, we may collect information like cookies (for site preferences and login) and your internet provider's address.
• Credit reporting agencies: In some cases, we may obtain your credit history and loan balances.

Do We Share Your Information?

We never share your personal information with anyone without your explicit written consent, except for legally required circumstances:

• Protecting against fraud or legal compliance: We may share information in response to court orders, subpoenas, or to prevent fraud.
• Support services: We may share non-confidential information with trusted non-affiliated companies that help us with tasks like data processing, tax return transmission, or mailing. We never sell your information or client list for marketing purposes.
• Professional standards: We may share information with parties involved in peer review or due diligence processes to ensure compliance with professional accounting standards.

Keeping Your Information Safe:

We take rigorous measures to protect your information's confidentiality, security, and integrity. These include:

• Industry-standard practices: We employ best-in-class security measures to safeguard your data.
• Physical, electronic, and procedural safeguards: We maintain physical security, secure technology systems, and internal policies to protect your information.
• Employee training: All our employees are bound by confidentiality policies and face disciplinary action for any violations.
• Third-party vetting: We carefully select and monitor any external partners entrusted with your information.

Even after the end of our professional relationship, we remain committed to protecting your information.

Our Promise to You:

As your accountants, we uphold the highest ethical standards and value your privacy immensely. We use your information only as necessary and work hard to earn and maintain your trust.

Thank you for choosing Gurin & Associates, LLC. We are here for you. Please don't hesitate to contact us with any questions.