Privacy Policy

Rachel Farris, CPA, P.C. (“Company”) provides this website privacy policy (the “Policy”) to provide information about our personal information handling practices for our website. It does not apply to personal information collected or provided offline.

If you choose to register or submit personally identifiable information to us through our website, such information will be processed in accordance with this Policy.

Types of Information Collected on our Website

Registration is not required for you to use our website. If you are merely a visitor, we only collect limited personal information through the use of cookies, which are described below. Personal information collected or provided will be processed and transferred by the Company Group as described in this Policy.

If you submit any personal information applying for a job or internship, such personal information will be used, processed, transferred, and stored by the Company Group for the purposes of recruitment and evaluations of qualifications for possible employment or internship possibilities. If selected for a position or internship, such personal information may also be used for onboarding activities.

You may choose to provide us with certain personal information when you contact us to subscribe to Company Group newsletters, register for events, and request information about Company services. The types of information that you may provide during your visit to the website may include: name, title, company information, email address, telephone and fax number, and address. You will know which personal information you have provided because you will have provided it yourself. By providing such information, you explicitly consent that Company Group may collect, use, process, store, and transfer such data to make contacts with you by telephone, email, or ground mail, to provide you with information and advertisements about Company Group and our services, to establish and maintain a customer or prospective customer relationship, and to evaluate, develop, and improve our services.

Should you subsequently choose to unsubscribe from mailing lists or any registrations, we will provide instructions within the appropriate area of our website or in communications to you and you may unsubscribe from subsequent email communications and registrations.

We use collected information to provide features and to improve and customize our service. Your personal information may be uploaded, stored, or shared in the following situations:

  • With service providers: we may share your personal information with service providers to monitor and analyze the use of our service or to contact you.
  • With business transfers: we may share or transfer your personal information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
  • With affiliates: we may share your information with our affiliates, in which case we will require those affiliates to honor this Policy. Affiliates include our parent company and any other subsidiaries, joint venture partners or other companies that We control or that are under common control with us.
  • Business partners: we may share your information with our business partners to offer you certain products, services or promotions.
  • With other users: when you share personal information or otherwise interact in the public areas with other users, such information may be viewed by all users and may be publicly distributed outside.
  • With your consent: we may disclose your personal information for any other purpose with your consent.
  • With your device: it may be simply stored on your device.

You can enable or disable access to this information at any time, through your device settings.

You can access California Consumer Privacy Act Disclosures online.

We have implemented reCAPTCHA v3 on our website and your use of reCAPTCHA is subject to the Google Privacy Policy and Terms of Use.

Cookies and Other Similar Technologies

On certain parts of the site, we may use cookies. “Cookies” are small text files stored in your browser that assist us in providing a more customized web experience. Cookies also allow us to understand site usage and improve the content and offerings on the site. We also may use cookies to offer you products or services. These cookies are not used to collect any personally identifiable information. However, once you choose to furnish the site with personally identifiable information, this information may be linked to the data stored in the cookies. If you are concerned about cookies, most browsers permit users to decline cookies. If you reject cookies, you may still use the site; however, you may not be able to access all areas or features.

Most web browsers include a Do-Not-Track (“DNT”) feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. No uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online.

Disclosure of Your Information

To the extent permitted by law, certain information about you may be disclosed in the following situations:

  • To comply with a validly issued and enforceable subpoena or summons.
  • To investigate network abuse.
  • As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us.
  • To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with any requests or inquiries made by you.
  • For purposes of a business deal (or negotiation of a business deal) involving sale or transfer of all of part of our business or assets.
  • In an emergency, including to protect the safety of our employees or any person.
  • In connection with investigating and preventing fraud.
  • With your consent.

Security of Data

The security of your personal data is important to us. You should note that no transfer of data over the Internet is completely secure. While we use commercially reasonable efforts to protect your data on our systems, when the data is transferred over the Internet, it may be accessed and used by unauthorized third parties. Company Group has no control over the performance, reliability, availability or security of the Internet and does not warrant that any information transfer via the Internet or any communication through the Internet is secure. Company Group shall not be liable for any disclosure, unauthorized use, loss, damage, expense, harm or inconvenience resulting from the loss, delay, interception, corruption, intervention, misuse or alteration of any personal data due to any reason beyond Rachel Farris, CPA, P.C.’s reasonable control.

Changes to the Policy and Contacts

From time to time we may revise our Policy. Any changes to this Policy will be posted on this website.

If you have any questions or concerns regarding your privacy while visiting our Website, please contact us via our contact form

Privacy Rights Statement

This California Privacy Rights Statement supplements the RachelFarrisCPA.com website Privacy Policy (“RachelFarrisCPA.com Privacy Policy”) and applies solely to personal information collected online and offline about California consumers, such as our website visitors, personnel of our business customers, business partners and job applicants. This California Consumer Privacy Statement does not apply to personal information collected about RachelFarrisCPA.com personnel.

This California Privacy Rights Statement uses certain terms that have the meaning given to them in the California Consumer Privacy Act of 2018 (as amended by the California Privacy Rights Act of 2020) and its implementing regulations (collectively, the “CPRA”).

Notice of Collection and Use of Personal Information

We may collect (and may have collected during the 12-month period prior to the Last Updated date of this California Privacy Rights Statement) the following categories of personal information about you:

  • Identifiers: identifiers such as a real name, alias, postal address, unique personal identifier (such as a device identifier; cookies, beacons, pixel tags, mobile ad identifiers, and similar technology; customer number, unique pseudonym, or user alias; telephone number and other forms of persistent or probabilistic identifiers), online identifier, IP address, email address, Social Security number, driver’s license number, passport number, and other similar identifiers
  • Additional Data Subject to Civ. Code § 1798.80: signature, state identification card number, insurance policy number, bank account number, credit card number, debit card number, or other financial information, education information and medical information
  • Protected Classifications: characteristics of protected classifications under California or federal law, such as race, color, national origin, religion, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, genetic information, disability, citizenship status, and military and veteran status
  • Commercial Information: commercial information, including records of personal property, products or services purchased, obtained, or considered, and other purchasing or consuming histories or tendencies
  • Online Activity: Internet and other electronic network activity information, including, but not limited to, browsing history, search history, and information regarding your interaction with websites, applications or advertisements
  • Geolocation Data
  • Sensory Information: audio, electronic, visual, and similar information
  • Employment Information: professional or employment-related information such as résumé information, occupation details, education details, certifications and professional associations, historical compensation details, previous employment details, emergency contact information, and pre-employment screening and background check information, including criminal records information
  • Education Information: education information that is not publicly available personally identifiable information as defined in the Family Educational Rights and Privacy Act (20 U.S.C. Sec. 1232g; 34 C.F.R. Part 99)
  • Inferences: inferences drawn from any of the information identified above to create a profile about you reflecting your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.

We may use (and may have used during the 12-month period prior to the Last Updated date of this California Privacy Rights Statement) your personal information for the purposes described in the RachelFarrisCPA.com Privacy Policy and for the following business purposes:

  • Performing services, including maintaining or servicing accounts, providing customer service, processing or fulfilling orders and transactions, verifying customer information, processing payments, providing financing, providing analytics services, providing storage, or providing similar services;
  • Providing advertising and marketing services;
  • Auditing related to counting ad impressions to unique visitors, verifying positioning and quality of ad impressions, and auditing compliance;
  • Short-term, transient use, such as nonpersonalized advertising shown as part of your current interaction with us;
  • Helping to ensure security and integrity;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices and to improve, upgrade, or enhance them;
  • Debugging to identify and repair errors;
  • Undertaking internal research for technological development and demonstration;
  • Managing career opportunities with us; and
  • Managing our relationships with current or prospective partners, corporate customers and vendors and other business partner personnel.

We do not use or disclose (and have not used or disclosed during the 12-month period prior to the Last Updated date of this California Consumer Privacy Statement) “sensitive personal information” (as defined under the CPRA) for any purpose other than those permitted under the CPRA.

To the extent we process deidentified information, we will maintain and use the information in deidentified form and will not attempt to reidentify the information unless permitted by applicable law.

Retention of Personal Information

We will retain your personal information for the time period reasonably necessary to achieve the purposes described in the RachelFarrisCPA.com Privacy Policy and this California Privacy Rights Statement, or any other notice provided at the time of collection, taking into account applicable statutes of limitation and records retention requirements, and for purposes of satisfying any legal, accounting or reporting requirements.

Sources of Personal Information

During the 12-month period prior to the Last Updated date of this California Privacy Rights Statement, we may have obtained personal information about you from the following categories of sources:

  • Directly from you, such as when you contact us
  • Your devices, such as when you use our Services
  • Our affiliates and subsidiaries
  • Service providers, contractors and other vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Internet service providers (“ISPs”)
  • Operating systems and platforms
  • Social networks
  • Publicly available data sources
  • Recruiting and talent agencies
  • Other individuals, such as referrals and job references
  • Data brokers, such as public databases, credit bureaus, credit reporting service providers and background check services

Sale or Sharing of Personal Information

We do not sell your personal information in exchange for monetary compensation. We may share your personal information by allowing certain third parties (such as online advertising services) to collect personal information via automated technologies on our websites and apps for cross- context behavioral advertising purposes. This kind of sharing may be considered a “sale” under California law when the personal information is exchanged for non-monetary consideration. You have the right to opt out of these types of disclosures of your information.

We may sell or share for cross-context behavioral advertising purposes (and may have sold or shared during the 12-month Privacy Rights Statement) the following categories of personal information about you to or with online advertising services and AICPA:

  • Identifiers
  • Commercial Information
  • Online Activity
  • Inferences

You have the right to opt-out of this disclosure of your information, as detailed below. We do not have actual knowledge that we sell or share the personal information of minors under 16 years of age.

Disclosure of Personal Information

During the 12-month period prior to the Last Updated date of this California Privacy Rights Statement, we may have disclosed the following categories of personal information about you for the business purposes listed above to the following categories of third parties:

Category of Personal Information

Categories of Third Parties

Identifiers

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Social networks
  • ISPs and operating systems and platforms
  • Data brokers, such as public databases, credit bureaus, credit reporting service providers, and background check services

Additional Data Subject to Cal. Civ. Code § 1798.80

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Social networks
  • ISPs and operating systems and platforms
  • Data brokers, such as public databases, credit bureaus, credit reporting service providers, and background check services

Protected Classifications

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Data analytics providers
  • ISPs and operating systems and platforms
  • Social networks

Commercial Information

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Social networks
  • ISPs and operating systems and platforms
  • Data brokers, such as public databases, credit bureaus, credit reporting service providers, and background check services

Online Activity

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Social networks
  • ISPs and operating systems and platforms
  • Data brokers, such as public databases, credit bureaus, credit reporting service providers, and background check services

Geolocation Data

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Social networks
  • ISPs and operating systems and platforms

Sensory Information

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Social networks
  • ISPs and operating systems and platforms
  • Data brokers, such as public databases, credit bureaus, credit reporting service providers, and background check services

Employment Information

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Social networks
  • ISPs and operating systems and platforms
  • Data brokers, such as public databases, credit bureaus, credit reporting service providers, and background check services

Education Information

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Social networks
  • ISPs and operating systems and platforms
  • Data brokers, such as public databases, credit bureaus, credit reporting service providers, and background check services

Inferences

  • Our affiliates and subsidiaries
  • Vendors who provide services on our behalf
  • Our joint marketing and business partners
  • Online advertising services
  • Data analytics providers
  • Social networks
  • ISPs and operating systems and platforms
  • Data brokers, such as public databases, credit bureaus, credit reporting service providers, and background check services

In addition to the categories of third parties identified above, during the 12-month period prior to the Last Updated date of this California Privacy Rights Statement, we may have disclosed personal information about you to government entities and third parties in connection with corporate transactions, such as mergers, acquisitions or divestitures.

California Consumer Privacy Rights

You have certain choices regarding your personal information, as described below.

  • Access: You have the right to know what personal information we have collected about you, including the categories of personal information collected, the categories of sources from which the personal information is collected, the business or commercial purpose for collecting, selling, or sharing personal information, the categories of third parties to whom we disclose personal information, and the specific pieces of personal information we have collected about you.
  • Correction: You have the right to request that we correct the personal information we maintain about you, if that information is inaccurate.
  • Deletion: You have the right to request that we delete certain personal information we have collected from you.
  • Opt-Out of Sale or Sharing: You have the right to opt-out of the sale of your personal information or the sharing of your personal information for cross-context behavioral advertising purposes.
  • Shine the Light Request: You also may have the right to request that we provide you with
    1. a list of certain categories of personal information we have disclosed to third parties for their direct marketing purposes during the immediately preceding calendar year and
    2. the identity of those third      

How to Submit a Request. To submit an access, correction, deletion or Shine the Light request, please contact us through our Contact form. For questions or concerns about our privacy policies and practices, please contact us on the “Contact” section of our website.

Verifying Requests. To help protect your privacy and maintain security, we will take steps to verify your identity before granting you access to your personal information or complying with your deletion or correction request.

In addition, if you ask us to provide you with specific pieces of personal information, we may require you to sign a declaration under penalty of perjury that you are the consumer whose personal information is the subject of the request.

Additional Information. If you choose to exercise any of your rights under the CPRA, you have the right to not receive discriminatory treatment by us. To the extent permitted by applicable law, we may charge a reasonable fee to comply with your request.