Privacy Policy of Stone Ridge Accounting LLC

To Our Individual Clients:

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities.

We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you – which we are more than happy to do. We hope that by taking a few minutes to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.

A. Types of Information We Collect

We collect certain personal information about you – including your phone number if you wish to be contacted via phone call or SMS. But only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax

returns and may also provide various financial planning services to you at your request.

Examples of sources from which we collect information include:

• interviews and phone calls with you, when you consent to being contacted. This could include SMS messaging when you consent. 

• letters or e-mails from you,

• financial planning organizers

B. Parties to Whom We Disclose Information

We do not disclose personal information about our clients or former clients to anyone.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

C. Confidentiality and Security of Nonpublic Personal Information

We restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you.

Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

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Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your

business and are committed to protecting your privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call us at 435-352-1300 if you have any questions or if we can be of further service or email kaycee@stoneridgeaccounting.com for help