PRIVACY POLICY

We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. Our Privacy Statement helps you have a better understanding of what we do with client information you provide us and how we keep it private and secure. Your individual privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. Our Privacy Statement helps you have a better understanding of what we do with client information you provide us and how we keep it private and secure.

Types of Information We Collect

CASTELLON | HALLOUN collects certain personal information about you-but only when that information is provided by you or is obtained by us with your authorization. We jointly use that information to prepare your personal income tax returns and to provide various tax and financial planning services to you and at your request.

Examples of sources from which we collect information include interviews and phone calls with you, letters or e-mails from you, tax return or financial planning organizers, and your financial history questionnaires.

Parties to Whom We Disclose Information

We do not, as a general rule, disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain non-public information about you may be disclosed in the following situations:

To Comply With a Validly Issued and Enforceable Subpoena or a Legal Summons

In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
In the event of a prospective purchase, sale, or merger, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose client information obtained in the course of the review.
As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
To provide information to affiliates of the firm and non-affiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party, which prohibits them from disclosing or using the information other than for the purposes, for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)

Security of Non-public Personal Information

Except as otherwise described in this notice, we restrict access to non-public personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and any nondisclosure agreements.

We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.