Privacy Policy

Last Updated: June 12, 2025

This Privacy Policy describes how UQureshi Solutions ("we," "us," or "our") collects, uses, and discloses your personal information when you visit and use our website, uqureshi.com (the "Website"), and the accounting services we provide. We are committed to protecting your privacy and maintaining the confidentiality and security of your personal information.

1. Our Commitment to Your Privacy

Your privacy is paramount to us. As a professional accounting firm, we are bound by strict ethical and professional standards of confidentiality that often exceed legal requirements. We understand the sensitive nature of the information you entrust to us and are dedicated to safeguarding it.

2. Types of Information We Collect

We collect personal information that is necessary to provide our accounting services and operate our Website. This may include:

• Information You Provide Directly:

  • Contact Information: Name, address, email address, phone number.

  • Financial Information: Income, expenses, assets, liabilities, bank account details, investment information, tax identification numbers (e.g., SSN, EIN), payroll data, transaction history, and other financial records necessary for the provision of accounting, tax, and other financial services.

  • Identification Information: Date of birth, government-issued IDs (as required for client verification or regulatory compliance).

  • Correspondence: Information you provide when communicating with us via email, phone, or forms on our Website.

  • Account Information: If you create an account on our portal, your username, password, and any preferences.

• Information Collected Automatically (Website Usage Data):

  • As you navigate and interact with our Website, we may use automatic data collection technologies to collect certain information about your equipment, Browse actions, and patterns, including:

    • Your IP address, browser type, operating system, referring URLs, pages visited, and dates/times of access.

    • Details about the device you use to access our Website (e.g., device model, unique device identifiers).

  • This information is primarily collected through cookies and similar tracking technologies. For more detailed information on how we use these technologies and your choices regarding them, please refer to Section 5: Cookies and Tracking Technologies.

3. How We Use Your Information

We use your personal information for the following purposes:

• To Provide Accounting Services: To prepare tax returns, conduct financial planning, perform bookkeeping, prepare financial statements and fulfill other contractual obligations related to the accounting services you request.

• Client Communication: To communicate with you regarding your services, updates, inquiries, and important notices.

• Website Functionality & Improvement: To operate, maintain, and improve our Website, diagnose technical issues, and ensure its security.

• Legal and Regulatory Compliance: To comply with applicable laws, regulations, professional standards (e.g., AICPA Code of Professional Conduct), and governmental requests, including anti-money laundering (AML) and "Know Your Client" (KYC) obligations.

• Security: To protect against fraud, unauthorized access, and other unlawful activities.

• Marketing (with consent): To send you marketing communications about our services, newsletters, or relevant industry updates, but only where you have explicitly opted in or where permissible by law. You can opt-out at any time.

• Analytics: To analyze Website usage and user behavior to understand traffic patterns, improve content, and enhance user experience.

4. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may disclose your information in the following limited circumstances:

• With Your Consent: We will share your personal information with third parties only with your explicit consent or as instructed by you.

• Service Providers: We may share your information with trusted third-party service providers who assist us in operating our business and providing services to you (e.g., secure cloud storage, practice management software, IT support, payment processors, website analytics providers). These providers are contractually obligated to protect your information and use it only for the purposes for which we disclose it to them.

• Legal Requirements & Professional Obligations:

  • To comply with a validly issued and enforceable subpoena, summons, court order, or other legal process.

  • In response to inquiries or complaints from licensing boards or professional organizations (e.g., state boards of accountancy, AICPA) during a review of our firm's practices.

  • To protect our rights, privacy, safety, or property, or that of our clients or the public.

  • In the course of any actual or threatened legal proceedings or alternative dispute resolution.

• Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our practice, provided appropriate precautions (e.g., confidentiality agreements) are taken to ensure the prospective purchaser or merger partner does not disclose information obtained in the course of the review.

5. Cookies and Tracking Technologies

Our Website uses "cookies" and similar tracking technologies to enhance your Browse experience, analyze site usage, and support our operations.

What are Cookies? Cookies are small text files that are placed on your device (computer, tablet, smartphone) by websites that you visit. They are widely used to make websites work more efficiently, as well as to provide information to the owners of the site.

How We Use Cookies and Similar Technologies: We use cookies for various purposes, including:

• Strictly Necessary Cookies: These cookies are essential for the operation of our Website and enable you to navigate around it and use its features. Without these cookies, services like accessing secure areas cannot be provided. They do not collect personal information for marketing purposes.

• Analytical/Performance Cookies: These cookies collect information about how visitors use our Website, such as which pages are visited most often, and if they get error messages from web pages. These cookies collect aggregated and anonymized information that does not identify a visitor. We use this information to improve how our Website works. For example, we use Google Analytics to understand website traffic and user behavior.

• Functionality Cookies: These cookies allow our Website to remember choices you make (such as your language preference or region) and provide enhanced, more personal features. They may also be used to provide services you have requested, such as watching a video or commenting on a blog. The information these cookies collect may be anonymized, and they cannot track your Browse activity on other websites.

• Targeting/Advertising Cookies: These cookies are used to deliver advertisements more relevant to you and your interests. They are also used to limit the number of times you see an advertisement and help measure the effectiveness of the advertising campaigns. These cookies are usually placed by advertising networks with our permission. (Note: If you do not use advertising cookies, omit this bullet point).

Third-Party Cookies: We engage reputable third-party analytics and related service providers, including but not limited to GA4, Google Tag Manager (GTM), Google Search Console, Bing Search Console, Google Ads, Facebook, Zoom, Vimeo, Crisp Chat, Hotjar, Clarity, Cookieyes, Push Notifications and other similar platforms.

Your Choices Regarding Cookies:

You have the ability to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. However, if you choose to decline cookies, you may not be able to fully experience the interactive features of our Website or services.

To manage your cookie preferences, you can typically:

• Adjust your browser settings: Most browsers allow you to control cookies through their settings preferences. You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. (e.g., Chrome, Firefox, Safari, Edge).

• Use opt-out tools: Some third-party analytics and advertising providers offer opt-out mechanisms. For example, for Google Analytics, you can install the Google Analytics opt-out browser add-on.

• Cookie Consent Banner/Tool: Our website may also utilize a cookie consent banner or tool that allows you to manage your preferences for non-essential cookies upon your first visit or at any time by revisiting the consent settings.

6. Data Security

We implement robust physical, electronic, and procedural safeguards to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. These measures include, but are not limited to:

• Secure servers and data encryption.

• Access controls and authentication procedures for our systems.

• Regular security assessments and updates.

• Employee training on data privacy and security.

While we strive to protect your personal information, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. This includes retaining records relating to professional services in compliance with professional guidelines and regulatory mandates (e.g., IRS requirements).

8. Your Privacy Rights

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

• Right to Access: Request a copy of the personal information we hold about you.

• Right to Rectification: Request correction of inaccurate or incomplete personal information.

• Right to Erasure ("Right to be Forgotten"): Request the deletion of your personal information, subject to certain legal and professional obligations (e.g., audit requirements, tax laws).

• Right to Restriction of Processing: Request that we limit the way we use your personal information.

• Right to Data Portability: Request to receive your personal information in a structured, commonly used, and machine-readable format.

• Right to Object: Object to the processing of your personal information for certain purposes, such as direct marketing.

• Right to Withdraw Consent: Where we rely on your consent to process your personal information, you have the right to withdraw that consent at any time.

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

9. Third-Party Links

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

10. Children's Privacy

Our Website and services are not intended for children under the age of 16. We do not knowingly collect personal information from children under 16. If we become aware that we have collected personal information from a child under 16 without verifiable parental consent, we will take steps to delete that information.

11. 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 revised policy on this page with an updated "Last Updated" date. We encourage you to review this Privacy Policy periodically.

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at: Info@uqureshi.com