Privacy Policy and Disclaimers

Updated January 1, 2023

Holthouse Carlin & Van Trigt LLP understands the importance of privacy, collecting, maintaining, and using personal information. This Privacy Policy and Disclaimer (Policy) applies to any person that uses or accesses the website owned and maintained by Holthouse Carlin & Van Trigt LLP, www.hcvt.com (Site) or who receives services from Holthouse Carlin & Van Trigt LLP in his or her individual capacity.

Disclaimer pertaining to Moore North America, Inc.

Holthouse Carlin & Van Trigt LLP is an independent member firm of Moore North America, Inc. (MNA), which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA and MGNL are independent entities, owned and managed in each location. Their membership in, or association with, MNA or MGNL should not be construed as constituting or implying any partnership between them. 

BY USING OR ACCESSING THIS SITE, WWW.HCVT.COM YOU AGREE TO THIS PRIVACY POLICY AND DISCLAIMER. PLEASE READ THE POLICY CAREFULLY.

The information, artwork, text, video, audio, or pictures (collectively "Information") contained on the Site is owned and operated by Holthouse Carlin & Van Trigt LLP. The Information on this Site is provided by Holthouse Carlin & Van Trigt LLP for general guidance and is intended to provide users general information of interest. The Information provided is not intended to replace or serve as a substitute for any accounting, tax, legal or other professional advice. Based on specific facts or circumstances, the application of laws and regulations may vary. You should consult with a Holthouse Carlin & Van Trigt LLP professional or other applicable professional before making any decision or taking any action.

We try to make sure that the Information on the Site is accurate and obtained from reliable sources.  Holthouse Carlin & Van Trigt LLP does not guarantee or warrant the Site. Therefore, the Information is provided "as is" without warranties of any kind, express or implied, including accuracy, timeliness, and completeness. We make no representation, warranty or guarantee that the Site will be error-free, omission-free or free of viruses. Tax articles and other Information on this Site are not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. In no event shall Holthouse Carlin & Van Trigt LLP, its related partners, principals, managing directors, agents or employees be liable for any direct or indirect damages, whatsoever, without regard to the form of any action, arising out of or in connection with the Site, any content on or accessed by use of the Site, or any copying, display or other use hereof.

Cookies

We use "cookies" on this site. A cookie is a piece of data stored on a site visitor's hard drive to help us improve your access to our Site and identify repeat visitors to our Site. Cookies can also enable us to track and target the interests of our users to enhance the experience on our Site. Performance cookies such as Google Analytics, are used and help us keep track of the pages visited and help us to determine what is important and of interest to our Site visitors.

By accessing our Site, you agree to the use of cookies as described herein. You can disable cookies on your device. To learn more about cookies, see www.allaboutcookies.org

Information

Holthouse Carlin & Van Trigt LLP is the sole owner of the information collected on this Site. We only have access to/collect information that you voluntarily give us via email or other direct contacts from you, such as your name, address, email address, phone number. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We do not disclose any nonpublic personal information about our clients or former clients to any third parties except required by the Code of Professional Ethics and Ethics Rulings of the American Institute of Certified Public Accountants (AICPA), or as permitted by law.

Holthouse Carlin & Van Trigt LLP, when legally compelled to do so, may disclose any of your information or in good faith, believes the law requires such disclosure, or disclose your information for the protection of the legal rights of Holthouse Carlin & Van Trigt LLP.

Unless we have specifically requested and have provided a secure transmission method, we request that you do not send sensitive information such as social security number, health insurance number, driver’s license number, credit card number, bank routing, ABA or account number, birth date, or any other personally identifiable information.

Security

We are committed to helping ensure that your information is secure. When you submit sensitive information via the firm’s portals, your information is encrypted and transmitted to us in a secure way. We will not ask for sensitive information to be submitted via our website contact forms. Unencrypted means of transmitting data, such as emails and website contact forms, are not considered a safe way of sending sensitive information (e.g., financial information, social security card numbers or credit card information). We take care of and use reasonable measures to protect user information and unlawful access to information. No transmission over the internet, data storage, or security systems or measures are fully secure. We, therefore, cannot guarantee the security of any information we have received from you or transmitted to you.

If you believe your information is not secure due to a problem on our Site, please contact us immediately at privacy@hcvt.com.

Links

As a matter of convenience to the user, Holthouse Carlin & Van Trigt LLP has provided links to websites owned and operated by others (Third Party Sites). Holthouse Carlin & Van Trigt LLP does not have control of the Third Party Sites. Holthouse Carlin & Van Trigt LLP is not responsible for the content on the Third Party Sites and makes no representations or warranties regarding privacy policies, computer viruses, or other damage that may be caused by downloading information from Third Party Sites. This Policy does not apply to Third-Party Sites. We reserve the right to request the removal of links from another site to hcvt.com.

Opt-Out

If you do not want to receive any marketing-related materials from us, please see How to Contact Us to opt out from receiving such information.

Other Matters

You may not copy or use the logo of Holthouse Carlin & Van Trigt LLP without express written permission. Contact marketing@hcvt.com to request such permission.

This Site’s intended use is for persons older than 13 in accordance with the Children’s Online Protection Act of 1998.

The site does not detect or react to a browser’s Do Not Track setting. The site does not track personally identifiable information and Google Analytics statistics are anonymized.

Holthouse Carlin & Van Trigt LLP California Privacy Notice

Information for California Residents

We collect Personal Data from Consumers and comply with the California Privacy Rights Act (“CPRA”).  This California Privacy Notice applies to California residents (“Consumers,” “you,” or “your”).

For the purposes of this California Privacy Notice, “Personal Data” means information that is linked or reasonably linkable to a particular individual or household. However, the following categories of information are not Personal Data:

This Privacy Notice provides the following information to California Consumers:

Categories of Non-Sensitive Personal Data

The table below outlines the non-sensitive categories of Personal Data Holthouse Carlin & Van Trigt LLP collects about Consumers and whether and how they are disclosed to third parties.

We collect Non-Sensitive Personal Data from the following sources:

Category of Personal Data:

Identifiers

Examples

Identifiers may contain the following: names, addresses, social security numbers, etc.

Purpose(s)

To perform our services in accordance with professional standards.

Targeted Advertising

We do not engage in targeted advertising or share Personal Information for targeted advertising purposes.

Sale

We do not sell Personal Information to anyone.

Sharing

This data may be shared with Processors and Affiliates.

Retention Period

We retain this data as required by law and in accordance with professional standards.

Category of Personal Data:

Personal Characteristics

Examples

Personal Characteristics may contain the following: age.

Purpose(s)

To perform our services in accordance with professional standards.

Targeted Advertising

We do not engage in targeted advertising or share Personal Information for targeted advertising purposes.

Sale

We do not sell Personal Information to anyone.

Sharing

This data may be shared with Processors and Affiliates.

Retention Period

We retain this data as required by law and in accordance with professional standards.

Category of Personal Data:

Commercial Information

Examples

Commercial Information may contain the following: names, addresses, phone numbers, and business ownership.

Purpose(s)

To perform our services in accordance with professional standards.

Targeted Advertising

We do not engage in targeted advertising or share Personal Information for targeted advertising purposes.

Sale

We do not sell Personal Information to anyone.

Sharing

This data may be shared with Processors and Affiliates.

Retention Period

We retain this data as required by law and in accordance with professional standards.

Category of Personal Data:

Internet/Electronic Activity

Examples

Internet/Electronic Activity may contain the following: browsing history, app use, device ID, etc.

Purpose(s)

Specific to employees and subprocessors with access to our environment to maintain reasonable security measures.

Targeted Advertising

We do not engage in targeted advertising or share Personal Information for targeted advertising purposes.

Sale

We do not sell Personal Information to anyone.

Sharing

This data may be shared with Processors.

Retention Period

We retain this data until the user deletes their account, after which it is retained only to the extent required by applicable law or for purposes of preventing fraud.

Category of Personal Data:

Professional Information

Examples

Professional Information may contain the following: employment history.

Purpose(s)

Specific to employees and prospective employees to screen individuals as part of our recruiting processes.

Targeted Advertising

We do not engage in targeted advertising or share Personal Information for targeted advertising purposes.

Sale

We do not sell Personal Information to anyone.

Sharing

This data may be shared with Processors.

Retention Period

We retain this data as required by law and in accordance with professional standards.

Category of Personal Data:

Educational Information

Examples

Educational Information may contain the following: school transcripts.

Purpose(s)

Specific to employees and prospective employees only, to screen individuals as part of our recruiting processes.

Targeted Advertising

We do not engage in targeted advertising or share Personal Information for targeted advertising purposes.

Sale

We do not sell Personal Information to anyone.

Sharing

This data may be shared with Processors.

Retention Period

We retain this data as required by law and in accordance with professional standards.

Categories of Sensitive Personal Data

The table below outlines the categories of Sensitive Personal Data Holthouse Carlin & Van Trigt LLP collects about Consumers and whether they are shared with third parties. Holthouse Carlin & Van Trigt LLP obtains affirmative consent from Consumers to process the Sensitive Personal Data, in compliance with applicable law.

We collect Sensitive Personal Data from the following sources:

Category of Sensitive Personal Data:

Government ID Data

Examples

Government ID Data may contain the following: Social Security number, Driver's License, State ID, Passport number, other government ID.

Purpose(s)

To perform our services in accordance with professional standards.

Targeted Advertising

We do not engage in targeted advertising or share Personal Information for targeted advertising purposes.

Sale

We do not sell Personal Information to anyone.

Sharing

This data may be shared with Processors and Affiliates.

Retention Period

We retain this data as required by law and in accordance with professional standards.

Category of Sensitive Personal Data:

Financial Data

Examples

Financial Data may contain the following: Balance sheet, income statement, statement of cash flows, tax returns, miscellaneous financial data and schedules, etc., as in accordance with professional standards.

Purpose(s)

To perform our services in accordance with professional standards.

Targeted Advertising

We do not engage in targeted advertising or share Personal Information for targeted advertising purposes.

Sale

We do not sell Personal Information to anyone.

Sharing

This data may be shared with Processors and Affiliates.

Retention Period

We retain this data as required by law and in accordance with professional standards.

Use of Personal Data

We use Personal Data for the purposes described above. Personal Data may also be used or disclosed as otherwise permitted or required by applicable law.

Disclosing Personal Data

We share Personal Data with the following categories of third parties:

See the tables above for more details about how different categories of Personal Data are shared.

We do not sell Personal Data to anyone.

Exercising Your Personal Data Rights

California Consumers have the following rights under the CPRA:

If you are a California Consumer, you can submit a request to exercise your personal data rights under the CPRA by visiting our online portal found at https://www.requesteasy.com/5dfe-0172 or by calling our toll-free number at 1-855-435-9352. To protect your privacy, we may need to authenticate your identity before we respond to your rights request. We will use commercially reasonable efforts to verify your identity for this purpose. Any information you provide to authenticate your identity will only be used to process your rights request.  Please be aware that we do not accept or process rights requests through other means (e.g., via fax or social media).

After submitting your request online, you will receive a follow-up email, which may include a link you must click on in order to verify your identity. If you do not click on that link, we may be unable to complete your request due to lack of verification. It is important that you provide a valid email address in order for us to be able to process your request.

We will respond to your rights request within 45 days, though in certain cases we may inform you that we will need up to another 45 days to act on your request. If we suspect fraudulent or malicious activity on or from your account, we will delay taking action on your request until we can appropriately verify your identity and the request as authentic. Also note that each of the rights are subject to certain exceptions.

We reserve the right to decline to process, or charge a reasonable fee for requests from a Consumer that are manifestly unfounded, excessive, or repetitive.

Limiting the Use of Sensitive Personal Data

The CPRA provides a right to limit some uses of Sensitive Personal Data. In particular, you may direct companies not to use Sensitive Personal Data except as necessary to provide goods or services you have requested.

You may submit a request to limit the use of your sensitive Personal Data by submitting a rights request as described above.

Authorized Agent Requests

The CPRA allows you to designate an authorized agent to make a rights request on your behalf. Your authorized agent may submit such a request by following the same method described above. We may require verification of your authorized agent in addition to the information for verification above for Consumers and households.

Children

Our services are not directed to children, and we do not knowingly collect or sell Personal Information from children under the age of 16. If you learn that a child has provided us with Personal Information, then you may contact us through the Contact Us section below.

Notice of Financial Incentive

We do not offer financial incentives to Consumers based upon the collection, retention or sale of a Consumer’s Personal Information.

Contact Us

If you have any questions or concerns regarding this CPRA Privacy Notice, contact privacy@hcvt.com.

Last updated: January 1, 2023

Holthouse Carlin & Van Trigt LLP California HR Privacy Notice

Privacy Information for California Employees, Contractors, and Applicants

We collect Personal Information from current and past employees (‘Employees’), Contractors and Applicants and comply with the California Consumer Privacy Act (“CCPA”) and California Privacy Rights Act (“CPRA”), together referred to as “California Privacy Law.” This California HR Privacy Notice applies to California Employees, Contractors, and Applicants (“you” or “your”). Holthouse Carlin & Van Trigt LLP (“HCVT”) will extend these rights to HCVT employees located in the United States of America. To learn more about your rights, see HCVT's California HR Privacy Notice.

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