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PRIVACY POLICY

Introduction

Zivetz, Schwartz & Saltsman ("we," "our," or "us") is committed to protecting the privacy and security of our clients' personal information. This Privacy Policy outlines our practices regarding the collection, use, and disclosure of personal information that we receive in connection with our accounting services. Our clients span a variety of industries, including the local entertainment sector, as well as large privately-held corporations, multi-tiered businesses, and individuals.

Information We Collect

We collect personal information to provide and improve our services. The types of information we may collect include:

  • Contact Information: Name, address, phone number, and email address.

  • Financial Information: Bank account details, tax returns, financial statements, and other financial documents.

  • Business Information: Company name, business operations details, and corporate financial information.

  • Legal Information: Legal documents, contracts, and other information necessary for legal compliance and advisory services.

How We Use Your Information

We use the collected information for various purposes, including:

  • Providing accounting, tax, and advisory services.

  • Communicating with clients about their accounts and our services.

  • Processing transactions and managing client accounts.

  • Complying with legal and regulatory requirements.

  • Enhancing our services through client feedback and analysis.

  • Protecting against fraud and maintaining the security of our systems.

Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information with third parties only in the following circumstances:

  • Service Providers: We may share information with third-party service providers who assist us in delivering our services. These providers are contractually obligated to protect your information and use it only for the purposes specified by us.

  • Legal Requirements: We may disclose information if required to do so by law or in response to valid legal requests by public authorities.

  • Business Transfers: In the event of a merger, acquisition, or any form of sale of some or all of our assets, we may transfer personal information to the relevant third party.

  • Consent: We may share your information with your consent or at your direction.

Data Security

We implement a variety of security measures to protect your personal information from unauthorized access, use, or disclosure. These measures include physical, electronic, and managerial procedures to safeguard the information we collect.

Your Rights

You have the following rights regarding your personal information:

  • Access: You can request access to your personal information that we hold.

  • Correction: You can request corrections to any inaccurate or incomplete personal information.

  • Deletion: You can request the deletion of your personal information, subject to certain legal and contractual restrictions.

  • Opt-Out: You can opt out of receiving marketing communications from us at any time.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have inadvertently received personal information from a child under the age of 18, we will delete such information from our records.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the new Privacy Policy on our website and updating the effective date.

Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

 

Zivetz, Schwartz & Saltsman

27200 Tourney Road, Suite 290

Valencia, CA 91355-5906

Main Number: (310) 826-1040

Fax Number: (310) 826-1065
info@zss.com

By engaging our services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.

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