Privacy Policy

Effective Date: January 1. 2025

1. Introduction

Greg Porter CPA LLC dba Porter Advisory ("Porter Advisory," "we," "us," or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you1 engage our services, visit our website, or otherwise interact with us. We adhere to all applicable laws and regulations, including but not limited to, the Gramm-Leach-Bliley Act (GLBA) and relevant state privacy laws.

2. Information We Collect

We collect information that is necessary to provide you with accounting, tax, financial advisory, and related services. The types of information we may collect include:

• Personal Identification Information: Name, address, phone number, email address, social security number, date of birth, and other government-issued identifiers.

• Financial Information: Income, assets, liabilities, bank account details, investment information, tax returns, and other financial records.

• Transaction Information: Details of transactions you conduct with us or through us.

• Website Usage Information: IP address, browser type, operating system, referring URLs, and other technical information collected through cookies and similar technologies.2

• Communication Information: Records of our communications with you, including emails, phone calls, and written correspondence.

• Information from Third Parties: Information received from third parties, such as financial institutions, employers, or other service providers, with your consent or as permitted by law.

3. How We Use Your Information

We use your information for the following purposes:

• Providing Services: To provide accounting, tax, financial advisory, and related services you have requested.

• Compliance with Laws and Regulations: To comply with legal and regulatory obligations, including tax reporting, anti-money laundering, and fraud prevention.

• Communication: To communicate with you about our services, updates, and other relevant information.

• Improving Our Services: To analyze and improve our services, website, and client experience.

• Security and Fraud Prevention: To protect against fraud, unauthorized access, and other security risks.

• Marketing (with your consent): If you have opted in, we may use your information to send you marketing materials about our services.

4. Sharing Your Information

We may share your information with the following parties:

• Service Providers: Third-party service providers who assist us in providing our services, such as software providers, data storage providers, and IT support. These providers are contractually obligated to protect your information.

• Regulatory Authorities: Government agencies and regulatory bodies as required by law.

• Financial Institutions: Banks, investment firms, and other financial institutions as necessary to provide our services.

• Other Professionals: Attorneys, financial advisors, and other professionals with your consent or as necessary to provide our services.

• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.3

We do not sell your personal information to third parties for marketing purposes.4

5. Data Security

We implement reasonable and appropriate security measures to protect your information from unauthorized access,5 disclosure, alteration, and destruction. These measures include:6

• Encryption: Using encryption to protect sensitive data during transmission and storage.

• Access Controls: Limiting access to your information to authorized personnel only.

• Regular Security Assessments: Conducting regular security assessments and audits to identify and address vulnerabilities.

• Physical Security: Maintaining secure physical storage for paper records.

• Employee Training: Training our employees on data security best practices.

6. Data Retention

We retain your information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations,7 resolve disputes, and enforce our agreements.8 Retention periods may vary depending on the type of information and the applicable laws and regulations.

7. Your Rights

You have certain rights regarding your personal information, including:

• Access: You have the right to request access to the personal information we hold about you.9

• Correction: You have the right to request the correction of inaccurate or incomplete information.

• Deletion: You have the right to request the deletion of your personal information, subject to certain exceptions.10

• Opt-Out: You have the right to opt-out of marketing communications.

• Data Portability: You have the right to receive your personal information in a portable format.

To exercise your rights, please contact us using the contact information provided below.

8. Cookies and Other Technologies

Our website may use cookies and other technologies to collect information about your browsing activities. You can manage your cookie preferences through your browser settings.11

9. Children's Privacy

Our services are not intended for children under the age of 13. We do not knowingly collect personal information from children12 under 13. If we become aware that we have collected personal information from a child under 13, we will take steps13 to delete it.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. We will14 post the updated policy on our website and15 update the effective date. We encourage you to review this policy periodically.

11. Contact Us

If you have any questions or concerns about this16 Privacy Policy or our privacy practices, please contact us17 at:

Greg Porter CPA LLC dba Porter Advisory

2306 Guthrie Road, Garland TX 75043

info@porteradvisory.net