Privacy Policy for: Your Financial Maven® LLC and Samantha M. Besnoff, CPA

Effective Date: October 24,2024

Introduction

At Your Financial Maven® LLC, we are committed to protecting the privacy and security of our clients’ information. This Privacy Policy outlines our practices regarding the collection, use, and sharing of personal information when you visit our website.

Information Collection

We collect information through various means, including:

  1. Contact Forms and Inquiries:

    • When you fill out contact forms or make inquiries on our website, we collect your name, email address, phone number, and any other information you provide.

  2. Cookies and Analytics:

    • Our website uses cookies and similar technologies to track user interactions, improve user experience, and analyze website traffic.

    • We may collect information such as IP addresses, browser type, device information, and pages visited.

Use of Information

We use the collected information for the following purposes:

  1. Client Services:

    • To provide accounting, tax, and financial services to our clients.

    • To communicate with clients regarding their accounts and inquiries.

  2. Marketing and Communication:

    • To send newsletters, updates, and promotional materials (subject to your opt-in preference).

    • To inform you about changes to our services or policies.

    • By providing your phone number to Your Financial Maven LLC, you agree that we may send you text messages. Message and data rates may apply. Message frequency will vary. Reply STOP to opt - out of future messaging or HELP for more information. Please refer to our Privacy Policies for more information about how we manage your data. No mobile information will be shared with third parties for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data consent; this information will not be shared with any third parties.

 

Information Sharing

We do not sell or rent your personal information to third parties. However, we may share information with:

  • Service Providers: We may engage third-party service providers (e.g., hosting, analytics) who process data on our behalf. These providers are bound by confidentiality agreements.

  • Legal Authorities: We may disclose information if required by law or to protect our rights.

Data Security

We take appropriate measures to safeguard your personal information:

  • Encryption: Our website uses secure protocols (HTTPS) to encrypt data transmitted between your browser and our servers.

  • Access Control: Access to personal information is restricted to authorized personnel.

  • WISP: Your Financial Maven® LLC has a WISP security information on file as per required by the IRS. You may ask to review the WISP. The WISP is reviewed and updated annually.

Your Rights

You have the following rights regarding your personal information:

  • Access: You can request access to the personal information we hold about you.

  • Correction: If any information is inaccurate, you can request corrections.

  • Opt-Out: You can opt out of receiving marketing communications.

  • Deletion: You can request deletion of your personal information (subject to legal requirements).

Your Financial Maven® LLC and Samantha M. Besnoff, CPA does not share, sell, or lease user data 

Changes to This Policy

We may update this Privacy Policy from time to time. Any significant changes will be communicated to you.

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at (717)553-0217 or smbcpayfm@yourfinancialmaven.cpa . For YFM clients, you may also contact through your secure client portal.