Privacy policy.
Last Updated: 9/4/2024
At Lorenia’s Advisory, we are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you use our website and services.
1. Information We Collect
We collect various types of information to provide and improve our services, including:
Personal Information: This includes your name, email address, phone number, billing information, and any other personal data you provide during consultations or through forms on our website.
Financial Information: As part of our accounting and advisory services, we may collect financial details such as income, expenses, tax information, and other financial data.
Automatically Collected Information: When you visit our website, we may collect technical data such as your IP address, browser type, and browsing behavior through cookies or similar technologies.
2. How We Use Your Information
We use the information collected for the following purposes:
To Provide Services: We use your personal and financial information to offer accounting and advisory services, including tax planning, financial consulting, and business advice.
Communication: To contact you regarding appointments, service updates, or to respond to your inquiries.
Compliance: To comply with legal obligations, such as tax reporting and auditing requirements.
Improvement: To improve our website and services, ensuring they meet your needs and expectations.
3. How We Share Your Information
We do not sell or rent your personal information. However, we may share your data under the following circumstances:
Service Providers: We may share your information with trusted third-party service providers (such as software platforms or legal professionals) who assist in providing our services.
Legal Requirements: If required by law, we may disclose your information to governmental authorities, law enforcement, or regulatory bodies.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your personal data may be transferred as part of that transaction.
4. Data Security
We implement a variety of security measures to protect your personal and financial information. These include encryption, secure servers, and regular software updates to prevent unauthorized access, data breaches, or disclosure.
However, please note that no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
5. Your Rights
You have the following rights regarding your personal information:
Access: You can request to see what personal data we hold about you.
Correction: You may ask us to correct any inaccuracies in your personal data.
Deletion: You can request the deletion of your personal data, subject to legal and regulatory obligations.
Objection: You may object to the processing of your data in certain circumstances.
To exercise any of these rights, please contact us at lorenia@loreniasadvisory.com.
6. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience on our website. You can control the use of cookies through your browser settings, but disabling cookies may limit your ability to use some features of our website.
7. Third-Party Links
Our website may contain links to third-party websites. This Privacy Policy applies only to information collected by us. We are not responsible for the privacy practices of other sites and encourage you to read their privacy policies.
8. Children’s Privacy
Our services are not intended for children under the age of 18. We do not knowingly collect personal information from children. If we become aware that a child has provided us with personal data, we will take steps to delete such information.
9. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
10. Contact Us
If you have any questions or concerns regarding this Privacy Policy or your personal data, please contact us at:
Lorenia’s Advisory
lorenia@loreniasadvisory.com
520-619-1732