FACTS: WHAT DOES AXLEY & RODE, LLP DO WITH YOUR PERSONAL INFORMATION?


WHY?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

WHAT?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and date of birth
  • Account numbers and income
  • Email address, mailing address and phone numbers

When you are no longer our customer, we may continue to share your information as described in this notice.

HOW?

All financial companies need to share clients personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Axley & Rode, LLP chooses to share; and whether you can limit this sharing.

Reasons we can share your personal informationDoes Axley & Rode share?Can you limit this sharing?
For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureausYESNO
For our marketing purposes—to offer our products and services to youYESNO
For joint marketing with other financial companiesNOWe do not share
For our affiliates’ everyday business purposes—information about your transactions and experiencesNOWe do not share
For our affiliates’ everyday business purposes—information about your creditworthinessNOWe do not share
For our affiliates to market to youNOWe do not share
For nonaffiliates to market to youNOWe do not share

QUESTIONS

If you would like to access, correct, amend or delete any personal information we have about you, register a complaint, or simply want more information, contact us by phone at 936.634.6621 or by mail at 1307 S. 1st St., Lufkin, TX 75901.


WHO WE ARE

Who is providing this notice? Axley & Rode, LLP.

WHAT WE DO

How does Axley & Rode, LLP protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

We also maintain other physical, electronic, and procedural safeguards to protect your information.

How does Axley & Rode, LLP collect my personal information?

We collect your personal information, for example, when you

  • engage us to prepare tax returns
  • engage us for bookkeeping services
  • use your credit or debit card to pay your bill

We may also collect your personal information from other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

DEFINITIONS

Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. Axley & Rode, LLP does not share with our affiliates.

Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies. Axley & Rode, LLP does not share with nonaffiliates so they can market to you.

Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Axley & Rode, LLP does not share with nonaffiliates so they can market to you.

Effective 01/01/2023