PRIVACY NOTICE

ANCHOR ACCOUNTING SERVICES, LLC

Last updated: June 2025

Anchor Accounting Services, LLC (“Anchor”, “we”, “us” or “our”) recognizes that privacy is important and is committed to maintaining the privacy of personal information. This Privacy Notice (“Notice”) describes the personal information that Anchor collects and the uses that Anchor will make of that personal information. It also describes your privacy rights. We will update this Notice from time to time as we undertake new personal data practices, adopt new privacy policies or to reflect changes to acceptable practices. 

By using this website, (“https://www.anchoraccounting.net/”), or otherwise engaging with us as described in this Notice, you agree to the terms of this Notice. By agreeing to the terms of this Notice, you are also consenting to our continued use of previously collected information in accordance with the terms of this Notice.  

Scope and Limitations of this Privacy Notice

As mentioned above, this Notice describes Anchor’s practices and policies with regard to its collection and use of personal information and sets out your privacy rights. The following sections describe specific limitations of the Notice and the data or information that is not covered by its terms.  

Anchor’s Processing of Data Collected by Its Clients

When Anchor provides services to clients, we sometimes handle personal information belonging to our clients. This means that Anchor processes the information solely on the instructions of our clients or strategic allies, who retain control of the information.

Therefore, if our use of your personal information is not covered by this Notice, you may need to contact the entity on whose behalf the processing of your information is carried out.

Links

Our website may contain links to other sites. You should review the privacy notice or policy of each website visited before disclosing any personal information. To the extent Anchor provides links to third party websites, such links do not constitute an endorsement, sponsorship, or recommendation by Anchor of the third parties, the third party websites, or the information contained on those websites, and Anchor is not responsible or liable for your use of such third party websites. Where appropriate you should review the privacy polices of any websites or applications before submitting personal information.

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Information we collect and how we use it:

Personal information

“Personal Information” is information that can reasonably be used to identify you as an individual. Categories of personal information we may collect from you are:

• Customer Records Information, including personal and online identifiers (such as name, postal address, email address, social security number, telephone number, account credentials, birth date, zip code, employment information or any other identifier by which you may be contacted online or offline);
• Financial data (such as income details, credit history, bank account information and transactions, and payment information);
• Internet or other network or device activity (such as information related to your browsing history and the device(s) you use to access the website);
• Demographic information (e.g., such as age, and gender).
• Other information that identifies or can be reasonably associated with you as reasonably required for identity verification and fraud prevention.

Anchor collects personal information when you participate in various opportunities that we provide, for example:

• When you use the website
• When you create an account on an Anchor website;
• When you inquire about, or engage Anchor to provide its services;
• When the use of your personal information is reasonably necessary to provide our services;
• When you register for communications or other subscriptions through this website or another Anchor website, Twitter, Facebook, Instagram or any other digital media, or social media application;
• When you make a request; and
• When we conduct market research or when we meet you at a social or other event.

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Information We Collect Through Automatic Data Collection Technologies  

As you navigate through and interact with our website, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:

• Details of your visits to our website, including and other communication data and the resources that you access and use on the website.
• Information about your computer and internet connection, including your IP address, operating system, and browser type.

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The information we collect automatically may include personal information. It helps us to improve our website and to deliver a better and more personalized service, including by enabling us to:

• Estimate our audience size and usage patterns.
• Store information about your preferences, allowing us to customize our website according to your individual interests.
• Speed up your searches.
• Recognize you when you return to our website.

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The technologies we use for this data collection may include:

• Cookies (or browser cookies). A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting you may be unable to access certain parts of our website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our website.
• Flash Cookies. Certain features of our website may use local stored objects (or Flash cookies) to collect and store information about your preferences and navigation to, from, and on our website. Flash cookies are not managed by the same browser settings as are used for browser cookies. For information about managing your privacy and security settings for Flash cookies.
• Web Beacons. Pages of our website may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit Anchor, for example, to count users who have visited those pages and for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity).
• Google Analytics. Our website also utilizes Google Analytics to better understand and serve your needs. Google Analytics is a secured platform used to track web activity, including but not limited to session duration, pages per session, engagement rate and the sources of web traffic. Cookies used by Google Analytics are used to identify each customer as a unique user, and are protected by Google encryption from being used by any other tracking platform. Just as with our Website’s cookies, your web browser may enable you to decline Google cookies. For more information on Google Privacy or Terms of Use, visit google.com/analytiPocs/tos.html and google.com/intl/en/analytics/privacyoverview.html.

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You can refuse to accept these cookies, and most devices and browsers offer their own privacy settings for cookies. You may manage your cookie settings for each device and browser you use. However, you may experience some inconvenience in your use of our website and some online products and services. 

You should visit the “Help” section of your browser for how to manage your cookie settings. For further general information on cookies and more detailed advice on how to disable and enable them, please visit www.allaboutcookies.org (https://www.allaboutcookies.org).

We may combine personal information that we collect about you with personal information you provide to us through other sources. We will use the combined personal information in accordance with this Notice in accordance with the retention policy set forth herein.

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How Information is Used and Shared

We may use Personal Information for one or more of the following purposes:

• Respond to your inquiries; collect your suggestions, and fulfill your requests, such as to send you e-mail alerts, and contact you to answer any questions to the extent possible.
• Send you important information regarding our products, affiliated products, options to attach to our products, maintenance issues, the website or terms, conditions, and policies and/or other administrative information.
• Complete and fulfill your request or inquiry, for example, to communicate with you regarding your questions about our services, to answer to your questions, and to provide you with related service and assistance, if any.
• Send you marketing communications that we believe may be of interest to you, including information about upcoming opportunities, invitations, events, apps, and exclusive deals.
• Personalize your experience on the website by presenting opportunities, products and offers tailored to you.
• Allow you to communicate and interact with others through the website and through a portal or other group communication platform we might provide (for example, through a blog, dashboard, message board, messaging functionality, chat functionality, profile or other social media).
• Enable our business purposes, such as data analysis, audits, enhancing this website, improving our services, developing marketing events, identifying usage trends and determining the effectiveness of our promotional campaigns. We may analyze aggregated demographic information and personal information for historical, statistical, or scientific purposes, or we may store the personal information for your convenience should you return to this website in the future.
• As we believe to be necessary or appropriate: (a) under applicable law; (b) to comply with legal process and for any legal purpose (other than credit information); (c) to investigate security breaches; (d) to respond to requests from public and government authorities; (e) to enforce our terms and conditions; (f) to protect our operations; (g) to protect our rights, privacy, safety or property, you or others; and (h) to allow us to pursue available remedies or limit the damages that we may sustain.

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In the course of any of these activities, we may transmit any of the information we have collected with affiliates or third parties. We may disclose your information to companies and individuals we employ to perform business functions on our behalf. An example of a third party that could receive your personal information is a data processing contractor that operates computer systems on our behalf or a company with whom we transact business or associate with for the purposes of aggregating and analyzing demographic information, offering certain products, services, or facilitating a product sale or investment opportunity.

Additionally, we might establish a business relationship with other persons or entities whom we believe are trustworthy and whom we understand their privacy policies to be consistent with ours. In such cases we might rent, exchange, share and/or cross-reference information, including contact information about you that will enable such persons or entities to contact you regarding products and services that may be of interest to you. 

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To serve you better, we may combine information you give us online, in person or through direct mail. We may also combine that information with publicly available information and information we receive from or cross-reference with affiliates or third parties, including providers of third-party cookie and other third party browsing and use data. 

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We use this combined information to enhance and personalize the experience of you and others with us, and to recognize our customers so that we can communicate with you directly about our properties, services, and events that may be of interest to you, and for other promotional purposes.

We may also disclose personal information that we collect or you provide as described in this Notice:

• To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Anchor’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by Anchor about our Website users or customers is among the assets transferred.
• To fulfill the purpose for which you provide it.
• For any other purpose disclosed by us when you provide the information.
• With your consent.

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Your Privacy Rights

Depending on your jurisdiction and subject to certain limitations, you have the following rights with respect to the personal information we process about you:

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• Request a copy of the personal information Anchor holds about you (including as necessary to support your right of data portability),
• Request to know information about the categories of personal information we process about you,
• Request that Anchor correct your data,
• Request that your data be deleted, and
• Withdraw consent for any processing where we have requested your consent.

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You also have the right not to not be discriminated against (as provided for in applicable law) for exercising your rights.

We will consider all requests and respond during the applicable time period. Please note, however, that certain information may be exempt from such requests in some circumstances, which may include if we need to keep processing your information or to comply with a legal obligation. Depending on the sensitivity of the information sought, we also may take steps to verify your identity before responding to a request, which might include, at a minimum, verifying your name, email address, and date of birth. You are also permitted to designate an authorized agent to submit certain requests on your behalf. An authorized agent must have a signed, written permission from you or a power of attorney. We may also follow up with you to verify your identity before processing the authorized agent’s request.

Additionally, exercising your deletion rights may mean that you may no longer be able to use portions of Anchor’s service that require personal information to function (e.g., if you register for an account, you cannot delete your username and password if you want to maintain your account).

If you would like to exercise any of these rights, you may submit your request to clientservice@anchoraccounting.net. If we deny your request, you may appeal our decision by contacting us at clientservice@anchoraccounting.net (please put “APPEAL” in your subject line). If you have concerns about the results of an appeal, you may contact the attorney general in the state where you reside.

Shine the Light Disclosures. If you reside in California, you may request certain general information regarding our disclosure of personal information during the preceding year to third parties for their direct marketing purposes. To make such a request, please write to us at clientservice@anchoraccounting.net.

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Notice of Right to Opt Out of Sale of Personal Information

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Residents of certain states have the right to opt out of the “sale” of their personal information. Certain state laws broadly define “sale” in a way that may include when we share your information with third parties to provide you with offers and promotions that we believe may be of interest to you. It also may include allowing third parties to receive certain information, such as cookies IP address and/or browsing behavior, to deliver targeted advertising on our site or on other services.

We may provide the following categories of information to third parties for these purposes:

• For sharing with third parties to send you relevant business opportunities, ranging from possible venture partnerships to employment opportunities: contact and account registration information; demographic and statistical information, customer records information and user-generated content, and geolocation.

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If you would like to opt out of our use of your information for such purposes that are considered a “sale” under California law, you may submit a sale opt-out request by emailing us at  clientservice@anchoraccounting.net.

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Cross-Border Transfer

Your Personal Information might be stored and processed in any country where we have operations, property developments, or where we have engaged a service provider, including the United States, which may have different data protection rules than in your country.

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Direct Marketing

We may use all information collected at this website for direct marketing and e-marketing purposes including the sharing of the information with our affiliates or third parties unless you specifically request that it not be used for that purpose.

We may share your information in the following circumstances and as permitted by applicable federal and state law:

• For marketing purposes:  We may share your data to offer our products and services, or those of our affiliates or subsidiaries, to you, as well as those of third parties if you have not opted out of these disclosures
• With service providers: We may share your data with trusted third-party service providers who assist us in operating our services, such as payment processors or IT support.
• For legal purposes: We may disclose your information if required by law, regulation, or legal process (e.g., in response to a subpoena, court order, or similar legal request).
• With business partners: If we enter into a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

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For analytics and research: We may share aggregated, anonymized data with third parties for research, analysis, and marketing purposes.

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Retention Period

We continue to maintain your data and the ability to share your data as outlined herein even when you are no longer our customer.

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Marketing Communications.

If you would prefer not to receive marketing emails from us, please contact us. If you opt out of receiving marketing emails, we may still send you other types of messages which are reasonably necessary to facilitate or carry out our services, respond to your inquiries or otherwise engage with you as it relates to our ability to provide our services.

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Information Security

We use commercially reasonable methods consistent with industry practice to protect your personal information from unauthorized access or disclosure. While we consider these policies and procedures to be adequate, there is still a risk that your personal information could be misappropriated. No method of transmission over the internet, or method of electronic storage, is completely secure. Therefore, we cannot guarantee the absolute security of your Personal Information. If you have any questions about security on our site, you can send an email to us at email address specified below.

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Changes in this Notice 

We may update this Privacy Notice from time to time to reflect changes in our practices, technologies, or legal obligations. We will notify you of significant changes by updating the “Effective Date” at the top of this Notice and, where appropriate, by providing additional notices. We encourage you to review this Privacy Notice periodically to stay informed about how we protect your data.

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Contact Us

Anchor Accounting Services

Customer Support: clientservice@anchoraccounting.net

Phone: 804-673-9070

Mail: 5309 Commonwealth Centre Parkway, Midlothian, VA 23112

© 2025. Anchor Accounting Services, LLC.  All rights reserved.