Effective Date: 02/25/2026

Chaney & Associates ("we," "our," or "us") is committed to protecting your privacy and safeguarding your personal information.

This Privacy Policy explains how we collect, use, and protect personal information obtained through our website, client relationships, and employment relationships.

1. Information We Collect

We may collect the following types of information:

• Name
• Organization
• Mailing address
• Email address
• Mobile phone number
• Employment-related information
• Client relationship information
• Information voluntarily provided through our website

2. How We Use Information

We use personal information to:

• Provide accounting and professional services
• Communicate with clients and employees
• Send informational communications related to employment or existing client relationships
• Maintain business records
• Comply with legal and regulatory obligations

We do not sell, rent, or share mobile numbers or personal information with third parties for marketing purposes.

3. SMS Communications

If you have provided written consent to receive SMS messages from Chaney & Associates:

• Messages are informational in nature (e.g., employment-related reminders or client-related notifications).
• Message frequency varies but is typically fewer than 10 messages per month per recipient.
• Message and data rates may apply.
• You may opt out at any time by replying STOP.
• You may reply HELP for assistance.

Consent to receive SMS messages is not a condition of employment or purchase of services.

4. Information Sharing

We do not share personal information with third parties except:

• As required by law
• To comply with regulatory obligations
• With trusted service providers who assist in operating our business (and who are required to maintain confidentiality)

Mobile numbers and SMS consent are not shared with third parties for marketing purposes.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, or misuse.

6. Data Retention

We retain personal information as long as necessary to fulfill business purposes, comply with legal obligations, or resolve disputes.

7. Your Rights

You may request access to, correction of, or deletion of your personal information, subject to applicable legal requirements.

8. Contact Information

If you have questions regarding this Privacy Policy, please contact:

Chaney & Associates 1098 Meloday Lane, Suite 500 Roseville, CA 95678 Phone: 916-367-6304 Email: info@chaneyassociates.com