PRIVACY POLICY
Effective Date: 10/05/2025
Crandall & Company (“Firm,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website and services.
1. Information We Collect
We may collect the following categories of information:
Personal Information
Name
Address
Email address
Phone number
Date of birth
Social Security Number
Driver’s license information
Financial & Tax Information
Tax returns
Income records
Payroll records
Accounting records
Banking information
EINs and business information
Technical Information
IP address
Browser type
Device information
Website activity
Cookies and analytics data
2. How We Use Information
We may use collected information to:
Provide accounting and tax services,
Prepare tax filings and financial reports,
Communicate with clients,
Schedule appointments,
Process payments,
Maintain compliance with legal and regulatory requirements,
Improve website functionality,
Prevent fraud or unauthorized activity,
Send administrative or marketing communications.
3. Information Sharing
We do not sell or rent personal information.
We may share information with:
Tax authorities when authorized or legally required,
Payroll and accounting software providers,
Secure portal providers,
Payment processors,
Technology vendors,
Government agencies,
Professional advisors or insurers,
Successors in the event of a merger or acquisition.
4. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect information.
Security measures may include:
Encryption,
Multi-factor authentication,
Secure portals,
Firewalls,
Employee training,
Restricted access controls.
However, no method of transmission or electronic storage is completely secure.
5. Electronic Delivery & Client Portals
Clients may receive documents electronically through secure portals or third-party providers.
By using electronic systems, you acknowledge and accept inherent cybersecurity and transmission risks.
6. Cookies & Analytics
Our website may use cookies and analytics tools to improve functionality and user experience.
You may disable cookies through your browser settings, although some website features may not function properly.
7. Data Retention
We retain records as necessary to:
Provide services,
Comply with IRS and state retention requirements,
Meet legal obligations,
Resolve disputes,
Enforce agreements.
Retention periods vary depending on the nature of the records and services provided.
8. Your Rights
Subject to applicable law, you may have the right to:
Request access to personal information,
Request correction of inaccurate information,
Request deletion where legally permissible,
Opt out of certain communications.
Certain legal and regulatory obligations may limit deletion rights.
9. Children’s Privacy
This website is not intended for children under 13 years of age.
We do not knowingly collect information from children.
10. Third-Party Platforms
We may use third-party providers including:
Scheduling systems,
Payment processors,
Cloud storage providers,
Accounting software platforms,
Analytics providers,
Communication platforms.
These third parties maintain independent privacy and security policies.
11. SMS Communications
If you opt into text messaging, we may send:
Appointment reminders,
Service notifications,
Administrative updates,
Limited promotional communications.
Message and data rates may apply.
You may opt out at any time by replying STOP.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically.
Changes become effective immediately upon posting to this website.
13. Contact Information
Crandall & Company
1552 Midday Ave
Ammon, ID 83406
Phone: (208) 216-1040
Email: [email protected]
Website: https://www.crandallco.net
