Privacy Policy 

At Davis Crawford CPA, your privacy and the protection of your data are very important to us. We are committed to maintaining the confidentiality, integrity, and security of your personal and business information.

This Privacy Policy is provided in accordance with the Gramm-Leach-Bliley Act of 1999 and outlines how we collect, use, and protect your information.

Information We Collect

We may collect nonpublic personal information about you from the following sources:

• Information you provide on applications, tax organizers, worksheets, or other documents;

• Information about your transactions with us, our affiliates, or other parties;

• Information we receive from consumer-reporting agencies or other authorized sources.

How We Use and Share Information

We do not disclose any nonpublic personal information about our current or former clients to anyone, except as permitted or required by law. Examples of permitted disclosures include sharing information with regulators, auditors, or as necessary to process transactions or services you request.

How We Protect Your Information

Access to nonpublic personal information is restricted to those members of our firm who need it to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your information, including:

• Secure servers located in SOC 1 certified data centers;

• Encrypted transmission of online information;

• Internal policies and staff training on confidentiality and security.

Your Rights and Choices

You have the right to limit certain types of information sharing. If you would like to learn more or exercise your privacy rights, please contact us using the information below.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:
Email: info@daviscrawford.com