Privacy Policy

Introduction

Cheralis Financial Inc. ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Please read this Privacy Policy carefully. By accessing or using our website and services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.

Information We Collect

Personal Information

We may collect personally identifiable information that you voluntarily provide to us when you:

• Fill out contact forms or request information
• Schedule consultations or appointments
• Engage our tax preparation, bookkeeping, or resolution services
• Subscribe to our newsletter or communications
• Contact us via phone, email, or other methods

This information may include:

• Name, address, phone number, and email address
• Social Security Number (for tax services only)
• Financial information necessary for tax preparation and bookkeeping
• Business information for business clients
• Any other information you choose to provide

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

• IP address and geographic location
• Browser type and operating system
• Pages viewed and links clicked
• Date and time of your visit
• Referring website addresses

How We Use Your Information

We use the information we collect for various purposes, including to:

• Provide, operate, and maintain our services
• Process tax returns, bookkeeping, and other financial services
• Communicate with you about our services
• Send you newsletters and marketing communications (with your consent)
• Respond to your inquiries and provide customer support
• Improve our website and services
• Comply with legal obligations and professional standards
• Protect against fraud and unauthorized transactions

Disclosure of Your Information

We may share your information in the following situations:

• With the IRS and Tax Authorities: As necessary to provide tax preparation and resolution services
• With Service Providers: Third parties who assist us in operating our website and conducting business
• For Legal Requirements: When required by law or to protect our legal rights
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• With Your Consent: When you have given us permission to share your information

We do not sell, trade, or rent your personal information to third parties for marketing purposes.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

• Encryption of sensitive data during transmission
• Secure storage of physical and electronic records
• Limited access to personal information by authorized personnel only
• Regular security assessments and updates

While we strive to protect your personal information, no method of transmission over the Internet or electronic storage is completely secure. We cannot guarantee absolute security.

Retention of Your Information

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law. For tax-related documents, we typically retain records for seven years as recommended by the IRS.

Your Rights and Choices

You have certain rights regarding your personal information:

• Access: You can request access to the personal information we hold about you
• Correction: You can request that we correct inaccurate or incomplete information
• Deletion: You can request that we delete your personal information, subject to legal retention requirements
• Opt-Out: You can opt out of receiving marketing communications at any time

To exercise these rights, please contact us using the information provided below.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can set your browser to refuse cookies or alert you when cookies are being sent. However, some parts of our website may not function properly without cookies.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. Your continued use of our website and services after any changes constitutes your acceptance of the updated Privacy Policy.

Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Cheralis Financial Inc.
Dacula, GA
Phone: 470-699-1187
Email: info@cheralis.com

California Privacy Rights

California residents may have additional rights under the California Consumer Privacy Act (CCPA). If you are a California resident, please contact us for more information about your specific rights.

Georgia Privacy Rights

Georgia residents may have specific rights under Georgia law. As a Georgia-based business, we are committed to complying with all applicable state privacy requirements.