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Online Privacy Policy Agreement

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Effective Date: 2/18/2026

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Brian Williams, CPA, PLLC (“we,” “us,” or “our”) values your privacy. This Privacy Policy (“Policy”) outlines how we safeguard any personal information shared with us through phone calls, emails, or other direct communication. Our commitment is to ensure your information is handled responsibly, securely, and transparently.

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We reserve the right to update this Policy at any time. If any significant changes are made, we will notify users by updating this page. Continued use of our services after such updates constitutes acceptance of the revised Policy.

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Scope of the Policy

 

This Policy applies to Brian Williams, CPA, PLLC and governs any personal information shared directly through phone calls, emails, or other direct communications. This Policy does not apply to third-party websites or services linked from our website. We encourage users to review the privacy policies of any external sites before providing personal information.

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Information We Collect

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We may collect the following types of information:

  • Personal Information: This includes information you provide voluntarily, such as your name, phone number, email address, and other contact details when scheduling an appointment, requesting services, or inquiring about our offerings.

 

Why We Collect Information

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We collect information to:

  • Provide the accounting and financial services and support you request.

  • Communicate with you regarding appointments, updates, and relevant financial information.

  • Ensure compliance with applicable laws and regulations.

 

How We Use Your Information

 

Brian Williams, CPA, PLLC does not sell, rent, or lease personal information to third parties. Your information may be used to:

  • Facilitate appointment scheduling and provide requested services.

  • Send reminders, tax updates, and relevant communications about your financial and accounting matters.

We may disclose your information only under the following circumstances:

  • To comply with legal obligations or valid governmental requests.

  • When necessary to protect the rights, property, or safety of Brian Williams, CPA, PLLC, its clients, or others.

 

Data Security & Compliance

 

We take appropriate measures to protect your personal information from unauthorized access, alteration, or disclosure. We comply with all applicable laws and regulations related to data protection, including financial regulations and privacy standards. Internally, only authorized personnel have access to personal information stored in a secure environment.

 

Data Retention

 

We will retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including to comply with legal, regulatory, or reporting obligations.

 

Email Communications & Secure Portal Policy

 

Email is a convenient method of communication, but it may not be secure. While we take reasonable precautions, Brian Williams, CPA, PLLC cannot guarantee the confidentiality or security of information transmitted via email and is not responsible for data that may be intercepted, misdirected, altered, or otherwise accessed by unauthorized parties during email transmission.

 

To protect your privacy:

  • Do not send sensitive personal or financial information by email. This includes, but is not limited to:
     

    • Bank account details, routing numbers, credit/debit card information
       

    • Social Security numbers or other government identification numbers
       

    • Tax documents containing confidential data
       

    • Passwords, access codes, or authentication details
       

  • All private documents and sensitive information must be shared through our secure client portal only. The secure portal is the approved method for transmitting tax records, financial statements, identity documentation, and other confidential materials.
     

If sensitive information is sent via email contrary to this Policy, you acknowledge the associated risks.

 

Your Rights

 

You have the right to:

  • Access, update, or request deletion of your personal information.

  • Contact us with any questions or concerns about how your data is handled.

 

To exercise your rights or request more information, please contact us at:

 

Mailing Address:

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Brian Williams, CPA, PLLC

3960 Executive Park Blvd, Suite 1

Southport, NC 28461

Email: brian@brianwilliamscpa.com

 

Children’s Privacy

 

Brian Williams, CPA, PLLC does not knowingly collect personal information from children under 13. If we discover that information from a child under 13 has been collected without verifiable parental consent, we will delete the information promptly.

 

Acceptance of Terms

 

By using our services, you consent to the terms of this Privacy Policy. If you do not agree to these terms, please refrain from further use of our services. Continued use of our services following any changes to the Policy signifies your acceptance of those changes.

If you have any questions or concerns regarding this Privacy Policy, feel free to contact us using the information provided above.

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