PCA Privacy Policy

The Privacy of Your Information

Pelletier, Chase & Associates considers the protection of your privacy to be very important. Our goal is to treat any personal information you provide us with the utmost respect and in strict accordance with privacy and confidentiality standards. We maintain physical, electronic, and procedural safeguards to secure the confidentiality of the information you give us.

  • We do not share, sell or distribute your personal information to anyone without your specific consent.
  • We do not share your information with non-affiliate companies that would use it to contact you about their own products and services.
  • We do not outsource our professional services and therefore the information you provide for our use remains within our environment.
  • We require persons or organizations (attorneys, bankers, etc) that represent or assist us in servicing you to keep your information confidential.
  • We require our employees to protect your personal information and keep it confidential.
  • Access to your Social Security Number is limited to only those individuals who need access for business purposes including compliance with tax reporting.

In addition to these summarized privacy procedures, we comply with privacy and confidentiality rules and regulations prescribed by AICPA, IRS and state regulatory bodies. These rules and regulations prohibit us from sharing or distributing your personal information to anyone except you. IRS regulations prohibit us from sharing or distributing tax related information to third-party users without timely written permission from you.

If you have any questions about our privacy policy, please contact us.

What Can You Do to Help Secure Your Personal Information?

Some steps you can take to maintain the security of your information include:

· Minimize posting or sharing personal information on the web or with unknown solicitors.

· Utilize the latest, updated version of your Web browser.

· Keep your User ID and password confidential; always utilize a password unique to you and change it frequently.

· Make sure others are not watching you enter your User ID or password while you are on-line.

· Do not leave your computer unattended while logged onto a website with access to your personal information.

· After you’ve finished accessing your information, exit the website and close your browser window.

Information from our Web site

You can browse our Web site without telling us who you are or revealing personal information about yourself. In this case our Web servers automatically collect and store: the name of the domain and host from which you access the Internet; the Internet protocol (IP) address of the computer you are using; the browser software you use and your operating system; the date and time you access our sites; and the Internet address of the site from which you linked directly to our site.

We may use your IP address to assist in correcting server problems and to administer our web site. Additionally, we may use this information for statistical purposes, such as determining user demographics through Google Analytics. We may use this information only as anonymous aggregate data to determine the number of visitors to different sections of our sites, to ensure the site is working properly, and to help us make our site more useful. We do not use our web site to track or record information about individuals.

Pelletier Chase & Associates 482 Congress Street Suite 400 Portland, Maine 04101 T 207 - 771 - 8800 F 207 - 771- 8801