Privacy Policy

Effective Date: January 1, 2022.

This Privacy Policy outlines the manner in which Cara Suk-Wah Chui, Certified Public Accountant (CPA), collects, uses, maintains, and discloses personal information obtained from clients or individuals who engage with her accounting services. As a certified public accountant, maintaining the privacy and security of personal information is of utmost importance to Cara Suk-Wah Chui, CPA. This policy applies to all services provided by Cara Suk-Wah Chui, CPA, whether in person, online, or through any other communication channels.

  1. Information Collection

1.1 Personal Information: Cara Suk-Wah Chui, CPA may collect personal information from clients and individuals that is necessary for providing accounting, auditing, tax, or related financial services. This may include, but is not limited to, names, addresses, contact information, Social Security numbers, financial statements, bank account details, and other relevant financial information.

1.2 Non-Personal Information: Cara Suk-Wah Chui, CPA may also collect non-personal information, such as browser type, IP addresses, device information, and other technical details, which are automatically collected when individuals access her website or use her services.

  1. Use of Information

2.1 Personal Information: Cara Suk-Wah Chui, CPA uses personal information solely for the purpose of providing accounting, auditing, tax, and financial services to clients. This may include preparing tax returns, financial statements, conducting audits, and providing consultation or advice. She may also use personal information for internal record keeping, billing, and communication purposes.

2.2 Non-Personal Information: Non-personal information is collected to enhance Cara Suk-Wah Chui, CPA’s website and services, improve user experience, and analyze trends and usage patterns. This information helps her understand how visitors and clients interact with her services and tailor them accordingly.

  1. Information Protection

3.1 Security Measures: Cara Suk-Wah Chui, CPA takes appropriate measures to safeguard personal and non-personal information against unauthorized access, alteration, disclosure, or destruction. These measures include physical, electronic, and managerial procedures designed to secure and protect data.

3.2 Confidentiality: Cara Suk-Wah Chui, CPA maintains strict confidentiality of all client information in accordance with professional standards and legal obligations. Access to personal information is limited to authorized personnel who require such access to carry out their duties. She ensures that all employees and third-party service providers handling personal information are bound by confidentiality agreements.

  1. Information Sharing

4.1 Third-Party Service Providers: Cara Suk-Wah Chui, CPA may engage reputable third-party service providers to assist in delivering services. These providers may have access to personal information solely for the purpose of assisting Cara Suk-Wah Chui, CPA, and they are contractually obligated to maintain the confidentiality and security of such information.

4.2 Legal Compliance: Cara Suk-Wah Chui, CPA may disclose personal information if required by law or in response to a valid legal process. This may include responding to subpoenas, court orders, or other legal obligations.

  1. Retention and Access

5.1 Data Retention: Cara Suk-Wah Chui, CPA retains personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

5.2 Access and Correction: Individuals have the right to request access to their personal information held by Cara Suk-Wah Chui, CPA. If the information is incorrect or requires updating, individuals may request its correction. She will make reasonable efforts to accommodate such requests, subject to any legal or professional obligations.

  1. Children’s Privacy

Cara Suk-Wah Chui, CPA’s services are not directed towards individuals under the age of 18. She does not knowingly collect personal information from children. If you believe that your child has provided personal information without your consent, please contact Cara Suk-Wah Chui, CPA to have it removed.

  1. Changes to this Privacy Policy

Cara Suk-Wah Chui, CPA reserves the right to update or modify this Privacy Policy at any time. When changes are made, the revised policy will be posted on her website, along with the effective date. It is recommended to periodically review this policy for any updates.

  1. Contact Information

If you have any questions or concerns regarding this Privacy Policy or Cara Suk-Wah Chui, CPA’s handling of personal information, please contact:

Cara Suk-Wah Chui, CPA
5737 Kanan Rd. Suite 488
Agoura Hills, CA 91301
Email: Info@carachuicpa.com
Phone: (818) 584-1905

By engaging the services of Cara Suk-Wah Chui, CPA, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and disclosure of your personal information as described herein.