Effective Date: July 2, 2026 Last Updated: July 2, 2026
Elgee Rehfeld LLC (“we,” “our,” or “us”) is committed to protecting the confidentiality and security of our clients’ and website visitors’ information. This Privacy Policy describes how we collect, use, protect, and handle your personal information and nonpublic financial information, both online through our website (https://elgeerehfeld.com) and offline in the course of providing our accounting services.
1. Gramm-Leach-Bliley Act (GLBA) Notice
As a Certified Public Accounting firm, we are bound by professional standards of confidentiality and federal laws, including the Gramm-Leach-Bliley Act of 1999, which requires us to inform clients of our privacy policies regarding nonpublic personal information.
Information We Collect for Accounting Services: We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax organizers, worksheets, and other documents;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency.
Disclosure of Nonpublic Personal Information: We do not disclose any nonpublic personal information about our current or former clients to anyone, except as permitted or required by law (such as responding to a subpoena, preventing fraud, or complying with an inquiry by a government agency or regulator).
Security of Financial Information: We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. Online client information is stored on secure servers located in SOC 1 certified datacenters.
2. Website Data Collection
While our website itself does not directly ask for or process financial information, we do collect certain personal data when you interact with the site.
Contact Inquiries: If you use our standard contact form, we collect your name, email address, and any message you choose to provide. This information triggers an automated email to our agency staff and is used solely to respond to your direct inquiry.
Career Applications: Our website features a careers page where users can upload resumes and application materials. By uploading these documents, you consent to our collection of the personal, educational, and professional information contained within them. This data is reviewed by our staff strictly for recruitment and hiring purposes and is maintained securely in our internal systems.
New Client Intake (Third-Party Links): Our “Become a Client” process utilizes an external Microsoft Office form. When you click the link to become a client, you are securely directed away from our website to Microsoft’s platform. The data submitted there is transmitted directly to our staff. We encourage you to review Microsoft’s privacy policies regarding data submission on their platforms.
3. How We Use Website Information
The personal information gathered through our website forms is used to:
- Respond to your customer service requests and general inquiries.
- Evaluate your qualifications for employment (via the careers form).
- Initiate the onboarding process for new clients.
We do not sell, trade, or otherwise transfer your personally identifiable website information to outside parties for marketing or advertising purposes.
4. Website Cookies and Tracking
For detailed information on how our website uses cookies, analytics, and third-party tracking scripts (such as Google Fonts, Maps, and reCAPTCHA), as well as your options to opt out of such tracking, please visit our dedicated Opt-Out Preferences page.
5. Third-Party Links
Occasionally, at our discretion, we may include or offer third-party products, services, or client portals on our website. These third-party sites have separate and independent privacy policies. We, therefore, have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these external links.
6. Consent
By using our website, you consent to our website’s Privacy Policy. By engaging our firm for accounting services, you consent to our GLBA data handling practices.
7. Contacting Us
If there are any questions regarding this privacy policy, you may contact us using the information below:
Elgee Rehfeld LLC 9309 Glacier Hwy b200 Juneau, AK 99801 United States Website: https://elgeerehfeld.com Email: [email protected] Phone: (907) 789-3178