1. About Time Value Accounting
Time Value Accounting & Advisory Services is a North Carolina-based accounting and advisory firm serving business owners locally and across the United States.
Our services include accounting, CFO and advisory services, tax planning, tax resolution, financial reporting, strategic planning, cash-flow forecasting, and related business advisory services.
Because of the nature of these services, we may receive information that is highly sensitive, including financial, tax, business, and identifying information.
We take the confidentiality of this information seriously.
2. Information We Collect
We may collect information that you voluntarily provide to us, information collected automatically when you use our website, and information received from third parties when necessary to provide our services.
Information You Provide
Depending on how you interact with us, we may collect:
Personal Information
Business Information
If you are a business owner or representative, we may collect:
Business name
Business address
Business structure/entity type
Industry
Business financial information
Revenue and expense information
Accounting records
Business ownership information
Payroll information
Banking information
Accounts payable and receivable information
Financial statements
Business plans and projections
Other information necessary to provide accounting or advisory services
Tax and Financial Information
When you engage us for tax, accounting, advisory, or related services, we may collect information such as:
Tax identification information
Social Security numbers
Employer Identification Numbers
Tax returns
W-2s and 1099s
Income information
Investment information
Asset information
Debt and liability information
Banking and financial account information
Property information
Business ownership information
Information regarding dependents or other individuals included in tax filings
Other information reasonably necessary to perform professional services
3. Information Collected Through Our Website
When you visit our website, we may automatically collect certain technical information, including:
This information may be collected through cookies, analytics tools, pixels, tags, log files, and similar technologies.
4. Information You Provide Through Forms and Appointments
Our website may allow you to:
Request a consultation
Schedule an appointment
Submit an inquiry
Request information
Subscribe to communications
Submit referral information
Complete questionnaires
Provide information necessary to begin an engagement
Information submitted through these forms may be used to respond to your request, determine whether our services are appropriate for your needs, schedule appointments, and communicate with you regarding our services.
5. How We Use Your Information
We may use information we collect for purposes including:
Providing accounting services
Providing tax planning and tax-related services
Providing CFO and advisory services
Providing tax resolution services
Preparing financial reports
Communicating with clients
Scheduling appointments
Responding to inquiries
Managing client relationships
Processing payments
Providing client support
Managing our business operations
Maintaining appropriate records
Improving our website and services
Sending requested information
Sending service-related communications
Sending educational or marketing communications where permitted
Detecting and preventing fraud or unauthorized activity
Complying with applicable laws and regulations
Protecting our legal rights
Fulfilling contractual obligations
6. Confidentiality of Client Information
We understand that clients entrust us with sensitive financial and tax information.
We maintain policies and procedures designed to protect the confidentiality and security of information provided to us.
We generally limit access to confidential client information to individuals who have a legitimate business or professional need to access that information in connection with providing services.
We do not sell client financial or tax information to advertisers or data brokers.
Nothing in this Privacy Policy limits any confidentiality obligations applicable to our professional services or any rights or protections provided by applicable law.
7. When We May Share Information
We may disclose information when reasonably necessary to provide services, operate our business, comply with legal obligations, or protect our rights.
Examples may include sharing information with:
Service Providers
We may use trusted third-party companies that assist us with:
These providers may access information only as reasonably necessary to provide services to us or on our behalf and subject to applicable contractual or legal requirements.
Professional Advisors
We may share information with attorneys, accountants, auditors, insurance providers, consultants, or other professional advisors when reasonably necessary for legitimate business purposes.
Legal and Regulatory Requirements
We may disclose information when we believe disclosure is necessary to:
Comply with applicable law
Respond to a subpoena, court order, or other legal process
Respond to a lawful government request
Protect our rights or property
Prevent fraud or abuse
Protect the safety of individuals
Enforce our agreements
Comply with professional or regulatory obligations
8. Tax Information
Because we provide tax-related services, information submitted to us may be subject to additional confidentiality requirements and federal or state laws governing tax professionals and tax return information.
The use and disclosure of tax return information may be subject to applicable federal law, including Internal Revenue Service rules governing the use and disclosure of tax return information.
We will use and disclose tax-related information in accordance with applicable legal and professional requirements.
9. Financial Information
Financial information provided to us may include bank account information, financial statements, income information, expenses, assets, liabilities, payroll information, investment information, and other information necessary to provide our services.
We use financial information only for legitimate business purposes, including providing requested accounting, advisory, tax, and related services, unless otherwise permitted or required by law.
10. Cookies and Tracking Technologies
Our website may use cookies and similar technologies.
Cookies may help us:
Operate our website
Remember preferences
Understand how visitors use our website
Measure website performance
Improve user experience
Understand marketing effectiveness
You may be able to control cookies through your browser settings.
Disabling certain cookies may affect the functionality of portions of our website.
11. Analytics and Marketing
We may use analytics and marketing technologies to understand how visitors interact with our website and to improve our marketing and services.
These technologies may collect information such as:
We do not intend for these tools to receive more information than reasonably necessary for their intended purpose.
12. Email Communications
If you provide your email address, we may use it to:
Respond to your inquiry
Confirm appointments
Provide requested information
Communicate regarding your account or services
Provide client updates
Send educational content
Send information about our services
You may unsubscribe from promotional email communications by using the unsubscribe mechanism included in the applicable email.
Please note that even if you opt out of marketing communications, we may continue to send transactional or service-related communications when necessary.
13. SMS / Text Messaging
If you voluntarily provide your mobile phone number and consent to receive text messages from Time Value Accounting, we may send SMS communications relating to:
Appointment confirmations
Appointment reminders
Scheduling
Client service communications
Requests for information
Follow-up communications
Account or engagement updates
Educational information
Promotional communications, where permitted
Message frequency may vary.
Message and data rates may apply.
You may opt out of marketing SMS messages at any time by replying STOP.
You may reply HELP for assistance.
After you send STOP, you may receive one additional message confirming your opt-out request.
Mobile information and SMS consent information will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes.
Opting out of marketing text messages does not necessarily prevent us from communicating with you through other channels when necessary to provide services or fulfill legal or contractual obligations.
14. Client Portal and Third-Party Technology
We may use third-party technology platforms to provide secure client portals, document exchange, electronic signatures, appointment scheduling, communications, accounting services, and other business functions.
When you use a third-party platform associated with our services, information may be processed or stored by that provider in accordance with the provider's terms and privacy practices.
We select service providers based on business, security, functionality, and compliance considerations appropriate to the services they provide.
15. Data Security
We maintain administrative, technical, and physical safeguards designed to protect personal, financial, business, and tax-related information against unauthorized access, use, alteration, disclosure, or destruction.
However, no method of transmission over the Internet or method of electronic storage can be guaranteed to be completely secure.
You are also responsible for protecting passwords, authentication credentials, and other account information associated with your use of our services.
If you believe your account or information has been compromised, please contact us promptly.
16. Data Retention
We retain information for as long as reasonably necessary to:
Provide our services
Maintain business and professional records
Comply with legal and regulatory requirements
Resolve disputes
Enforce agreements
Protect our legal rights
Meet applicable tax, accounting, and professional recordkeeping requirements
The length of time information is retained depends on the type of information and the purpose for which it was collected.
17. Third-Party Websites
Our website may contain links to third-party websites, applications, or services.
We are not responsible for the privacy practices, security, content, or policies of third-party websites.
We encourage you to review the privacy policies of any third-party website before providing personal information.
18. Children's Privacy
Our website and services are intended for adults and businesses.
We do not knowingly collect personal information from children under the age of 13 through our website.
If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete the information.
19. Your Privacy Choices
Depending on applicable law, you may have rights regarding your personal information, including the ability to:
Request access to certain personal information
Request correction of inaccurate information
Request deletion of certain information
Request information about how your information is used
Opt out of certain marketing communications
Opt out of promotional SMS messages
Withdraw consent where processing is based on consent
Certain information may not be eligible for deletion or restriction because we are required or permitted by law to retain it, including certain professional, tax, accounting, legal, or business records.
20. State Privacy Rights
Certain states provide residents with additional privacy rights.
If a state privacy law applies to you, you may have additional rights concerning the collection, use, disclosure, sale, or sharing of your personal information.
The availability and scope of these rights depend on the applicable law and your circumstances.
To exercise an applicable privacy right, contact us using the information provided below.
We will verify requests as reasonably necessary to protect your information and comply with applicable law.
21. Do Not Sell or Share
Time Value Accounting does not sell your personal information for monetary consideration.
We also do not share mobile phone numbers, SMS opt-in information, or SMS consent information with third parties or affiliates for their own marketing or promotional purposes.
We may use service providers to process information on our behalf for legitimate business purposes.
22. Business Transfers
If Time Value Accounting is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, personal information may be transferred as part of that transaction, subject to applicable law.
23. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect:
Changes in our services
Changes in technology
Changes in applicable laws
Changes in our business practices
Improvements to our privacy practices
When we make changes, we will update the Effective Date at the top of this Privacy Policy.
We encourage you to review this page periodically.
24. Contact Us
If you have questions regarding this Privacy Policy, our privacy practices, or the handling of your information, please contact us.
Time Value Accounting & Advisory Services
Address:
3310 Croasdaile Dr., Suite 700
Durham, NC 27707
Phone:
(888) 334-3038
Email:
info@timevalueaccounting.com
Website:
timevalueaccounting.com
Contact Time Value Accounting