Privacy Policy

Effective Date:

4-15-2025

This Privacy Policy describes how My Elite Accounting ("we," "us," or "our") collects, uses, and discloses your personal information when you visit, use our services, or otherwise interact with us.

1. Information We Collect

We collect information to provide our accounting services and operate our business. The types of information we collect depend on how you interact with us and the services you use. This may include:

Personal Identifiers: Your name, address, email address, phone number, date of birth, Social Security Number (SSN), Employer Identification Number (EIN).Financial Information: Bank account details, credit card information, income details, tax information, transaction history, financial statements, payroll information, and other financial records necessary to provide accounting and related services.Business Information: Your company name, business address, industry, and other relevant business details.Usage Data: Information about how you access and use our website and services, such as IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of visits.Communication Information: Information you provide when you contact us directly, such as through email, phone calls, or contact forms.

2. How We Collect Information

We collect information through various methods:

Directly from You: When you sign up for our services, provide us with financial documents, communicate with us, or fill out forms on our website.From Third Parties: We may receive information from third parties necessary for providing our services, such as financial institutions or other service providers you authorize us to interact with.Automatically: When you visit our website, we may collect certain information automatically through cookies and similar tracking technologies.  


3. How We Use Your Information
We use your information for the following purposes:  

Providing and Managing Services: To deliver the accounting, bookkeeping, tax preparation (e.g., 1099 preparation), CFO services, and consultations you have requested. This includes processing transactions, managing payroll, preparing financial statements, and filing taxes.Communication: To communicate with you about your account, services, updates, and respond to your inquiries.Improving Our Services: To understand how our services are used, analyze trends, and improve the quality and features of our offerings.Billing and Payments: To process payments for our services.Legal and Compliance: To comply with legal obligations, respond to legal requests, prevent fraud, and protect our rights and interests.Marketing (with consent): To send you promotional materials or information about our services that may be of interest to you, where you have provided consent.

4. How We Share Your Information

We may share your personal information in the following circumstances:

With Your Consent: We may share your information if you give us explicit permission to do so.   With Service Providers: We may share information with trusted third-party service providers who perform services on our behalf, such as payment processors, cloud hosting providers, or software providers essential to our accounting operations. These providers are obligated to protect your information and use it only for the purposes for which it was disclosed.   For Legal Reasons: We may disclose information if required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of My Elite Accounting, our clients, or the public.   In Case of Business Transfer: If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such transfer and the choices you may have.  

We do not sell your personal information to third parties.

5. Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, use, disclosure, alteration, and destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

We utilize secure portals, encryption, and access controls where appropriate to safeguard your sensitive financial data.

 

6. Cookies and Tracking Technologies
We may use cookies and similar tracking technologies on our website to collect information about your Browse

behavior, analyze website traffic, and improve your user experience. You can manage your cookie preferences through your browser settings.  

7. Your Privacy Rights

Depending on your location and applicable laws, you may have certain rights regarding your personal information, including:  

Access: Request access to the personal information we hold about you.Correction: Request correction of inaccurate or incomplete personal information.   Deletion: Request deletion of your personal information, subject to certain legal exceptions (e.g., retaining records for tax or legal compliance).   Opt-Out: Opt-out of receiving marketing communications from us.Data Portability: Request a copy of your information in a portable format.


To exercise these rights, please contact us using the contact information provided below. We may need to verify your identity before fulfilling your request.  

8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post the updated policy on our website with a new effective date.

Your continued use of our services after the changes indicates your acceptance of the updated policy.  


9. Contact Us
If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

 

My Elite Accounting


Pomona Office

1180 Philadelphia St #12, Pomona, CA 91766

(909) 627 3161

Menifee Office

27388 Sun City Blvd #D, Menifee, Ca 92586

(951) 900 6077