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Mountain Camping View

PRIVACY POLICY

At PTBC CPAs, we are committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, and safeguard information provided through our website in compliance with applicable federal laws, including the Gramm-Leach-Bliley Act (GLBA), and Ohio state laws governing data protection and security. As a certified public accounting (CPA) firm, we adhere to professional standards and ethical obligations to maintain the confidentiality of client information

Information We Collect

We collect nonpublic personal information from you when you interact with our website, such as when you fill out contact forms, request services, or provide details for consultations. This may include:​

  • Contact information (e.g., name, email address, phone number, mailing address).

  • Any other information you voluntarily provide, such as details related to your inquiry or potential services.

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We do not collect sensitive financial information through our website unless explicitly requested and secured for service purposes. Our website may also automatically collect technical data, such as your IP address, browser type, and usage patterns, to improve site functionality. We do not use cookies or tracking technologies for marketing or third-party sharing.​​

How We Use Your Information

We use the information you provide solely for the purpose of contacting you and providing the CPA services you request. This includes:

  • Responding to your inquiries.

  • Scheduling consultations or appointments.

  • Communicating about our services.

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We do not use your information for any other purposes, such as marketing, analytics, or internal research beyond what is necessary to fulfill your request.​​

Sharing Your Information

We do not disclose, sell, rent, or share your personal information with any third parties, affiliates, or nonaffiliates. Your information is used exclusively by our firm for the purposes described above. In the event we are required by law to disclose information (e.g., in response to a subpoena or court order), we will do so only as permitted or required under applicable laws.​​

Security of Your Information

We implement reasonable physical, technical, and administrative safeguards to protect your information from unauthorized access, loss, misuse, or alteration. These measures comply with GLBA requirements and Ohio's data security standards. In the unlikely event of a data breach affecting your personal information, we will notify you as required by Ohio's data breach notification law (Ohio Revised Code § 1349.19).​​

Your Rights

Under GLBA and applicable laws, you have the right to:

  • Access and review the nonpublic personal information we hold about you.

  • Request corrections to inaccurate information.

  • Limit certain uses or disclosures (though, as noted, we do not share your information).

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To exercise these rights, contact us using the information below. Note that we do not engage in practices that require opt-out options under GLBA, as we do not share information with nonaffiliates.​​

Children's Privacy

Our website is not directed at children under the age of 18, and we do not knowingly collect information from them. We comply with the Children's Online Privacy Protection Act (COPPA) where applicable.

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 notify you of any material changes by posting the updated policy on our website with a new effective date. Your continued use of the website after such changes constitutes your acceptance of the revised policy.

Contact Us

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


PTBC CPAs 
Address: 353 Regency Ridge Drive Dayton, OH 45459 
Phone: 937-297-3735
Email: admin@ptbc-cpas.com

 
This Privacy Policy applies only to information collected through our website and does not cover information collected offline or through other channels.

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Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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