Privacy Policy
Effective Date: 1/1/2025
Gail Van Mersbergen is committed to protecting the privacy and confidentiality of your personal information. As a Certified Public Accountant, this practice is bound by professional standards of confidentiality and the rules of professional conduct of the American Institute of Certified Public Accountants (AICPA). We also comply with the privacy provisions of the Gramm-Leach-Bliley Act (GLBA).
Nonpublic Personal Information (NPI) - Our CPA Commitment
Information Collected: In order to provide tax, accounting, and consulting services, we collect Nonpublic Personal Information (NPI), which may include, but is not limited to:
- Social Security Numbers and Taxpayer Identification Numbers.
- Income, investment, and other financial data.
- Account balances, credit history, and payment history.
- Other personal data necessary for preparing tax returns or providing financial advice.
Use of NPI: Your NPI is used solely for the purpose of providing the contracted services, such as tax preparation, financial statement compilation, and advising on financial strategy.
Disclosure and Sharing of NPI: Gail Van Mersbergen CPA does not disclose any NPI about current or former clients to non-affiliated third parties, except as permitted or required by law.
This means we will not share your information unless:
- We receive a valid court order or subpoena.
- The disclosure is required by an IRS or state taxing authority regulation.
- We have your explicit, written permission to share it (e.g., sharing a tax return with your mortgage broker).
Data Security Measures: We restrict access to your NPI to only those who need the information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with professional standards and federal regulations to guard your NPI. This includes using encryption, password protection, and maintaining secure physical files.
General Website and Electronic Data
Information Collected from Website Visitors: We may collect information when you interact with our website through the following methods:
Contact Forms: When you submit an inquiry, we collect the name, email address, and any information you provide in the message.
Cookies and Tracking: Our website may use cookies, pixels, and web analysis tools (like Google Analytics) to track usage, monitor traffic patterns, and improve website performance. This data typically includes IP addresses, browser type, referring pages, and time spent on the site.
How Website Data is Used
- To Respond to Inquiries: We use contact form data to directly respond to your questions and discuss potential services.
- To Improve the Website: We use aggregated, non-identifiable tracking data to analyze website trends and enhance the user experience.
External Links: This website may contain links to external sites (e.g., the IRS website). We are not responsible for the privacy practices or content of those external websites.
Your Rights and Contact Information
Access and Correction: You have the right to request access to your NPI and request corrections if you believe the information is inaccurate or incomplete.
Policy Changes: We reserve the right to modify this privacy policy at any time. Any changes will be posted on this page with an updated "Effective Date."
Contacting Gail Van Mersbergen: If you have any questions regarding this Privacy Policy or the security of your information, please contact Gail directly.