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Privacy Policy

Tax professionals, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Our firm has been and continues to be bound by professional standards of confidentiality that are even more stringent than those required by law. We will always protected your right to privacy.

Types of Nonpublic Personal Information We Collect: We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization such as use of Google Analytics on this site.

Parties to Whom We Disclose Information: For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all situations, we stress the confidential nature of information being shared. We will not rent, trade or sell any of your personal information to another party.

Protecting the Confidentiality and Security of Client Information: We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

The information contained on this website is not, nor is it intended to be, financial advice. Please do not send any confidential information to us until an tax professional-client relationship has been established. Please do not hesitate to call us if you have any questions.


 

Cookie Policy

Summit Accounting & Tax, Inc. website use cookies. By continuing to use this website, you are giving consent to cookies being used. 

What are cookies? A cookie is a text file stored in a user’s web browser on any device they use to access a website that holds information regarding the user’s visit, such as preferences. When the user returns, the browser provides the cookie with the stored information to the site.

What cookies are used for? Cookies are used for adjusting a website’s content to fit a user’s preferences and optimize the website. They store useful information that improve the user’s experience of a website. They are most commonly used for:

  • Storing login information so that a user does not need to re-login on every visit.
  • Recognizing the type of device a user is browsing with and any preferences applied to optimize the website specifically for the device.
  • Creating statistics that help website owners to understand how their users interact with their website, which allows them to improve their structure and content.

What types of cookies are used? There are two types of cookies: persistent cookies and session cookies. Persistent cookies remain on your hard drive for a period of time specified in the cookie’s file parameters or until removed manually. When you return to a website and it requires you to login again despite previously storing your login information, it is usually because the persistent cookie expired; this helps to increase security while maintaining accessibility.

Session cookies, on the other hand, are used temporarily and expire once the website or browser is closed. They are used to track user activity on a website during a single visit. When a website requires that you verify your age or location once every visit before allowing you to view content and without requiring additional personal details, that is a session cookie at work.

Do cookies include personal data? If there is a need for the collection of personal information, such as for creating accounts, then cookies may store personal information. However, it is required by data protection law that users are informed of the collection of personal data. This data will also be encrypted to render it inaccessible for unauthorized users.

Managing cookies: By default, browsers are configured to accept cookies. However, these settings may be changed to block cookies entirely, or to inform the user each time they are used. Detailed information about cookies and the options associated with them are available in each browsers’ settings.