Levy CPAs Privacy Policy and Terms of Service

Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Levy CPAs.

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Information We Collect: In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:

•  Information we receive from you on account applications, such as your address, phone number, date of birth, Social Security Number and occupation

• Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.

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Categories of Information We Disclose: We may only disclose information that we collect in accordance with this policy. Levy CPAs does not sell customer lists and will not sell your name to telemarketers.  

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Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account at Levy CPAs, except under the following circumstances:

•  To entities that perform services for us or function on our behalf, including financial service providers, such as a clearing broker-dealer, investment company, or insurance company;

•  To third parties who perform services or marketing, client resource management, or other parties to help manage your account on our behalf;

• To your attorney, trustee or anyone else who represents you in a fiduciary capacity;

• To our attorneys, accountants, or auditors; and

• To government entities or other third parties in response to subpoenas or other legal processes as required by law or to comply with regulatory inquiries.

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How We Use Information: Information may be used among companies that perform support services for us, such as data processors, client relationship management technology, technical systems consultants, and programmers, or companies that help us market products and services to you for a number of purposes, such as:

• To protect your accounts/non-public information from unauthorized access or identity theft;

• To process your requests such as securities purchases and sales;

• To service your accounts, such as by issuing checks and account statements;

• To comply with Federal, State, and Self-Regulatory Organization requirements;

• To keep you informed about financial services of interest to you.

SMS Compliance: Phone numbers provided opt-in to receive SMS notifications. This information is used solely for the purpose of sending you relevant notifications and updates from your client advisor, like appointment reminders, invoice alerts and responses to your questions. Please be assured that we respect your privacy and text originator opt-in data and consent will not be shared with any third parties. Your phone number is stored securely and used strictly in accordance with our internal communication needs. 

• SMS opt-in or phone numbers for the purpose of SMS are not being shared

• Messaging frequency may vary

• Message and data rates may apply

• To opt out at any time, text STOP

• For assistance, text HELP or visit our website at www.levydentalcpa.com

• Visit https://thebaltimorecpa.com/about-7 for privacy policy and Terms of Service. 

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Our Security Policy: We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.  

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Cyber Security: Internal policies and procedures are in place to address cyber security. A copy of this policy is available upon request.  

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Closed or Inactive Accounts: If you decide to close your account(s) or become an inactive customer, our Privacy Policy will continue to apply to you.  

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​Changes to This Privacy Policy: If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, please contact us at: Levy CPAs, 110 West Road, Suite 227, Towson, MD 21204.