Privacy Policy

YHB Web Site Privacy Policy

Yount, Hyde & Barbour, P.C. and the YHB entities that post or link to this Privacy Policy, collectively “YHB,” “we,” “us,” or “our,” respect your privacy and are committed to protecting personal information. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information through our public website and related online interactions.

1. Scope

This Privacy Policy applies to information collected through this website and online interactions that link to this Privacy Policy, including when you submit a contact form, request information, register for an event, apply for employment, subscribe to communications, or otherwise interact with YHB online.

This Privacy Policy does not replace any separate engagement terms, client portal terms, recruiting notice, event terms, or other privacy notice that may apply to a specific service, product, application, event, employment opportunity, or relationship. If a more specific notice applies, that notice will control to the extent of any conflict.

Because YHB is a CPA and advisory firm, certain information may also be subject to professional confidentiality obligations, regulatory requirements, and legal or professional record-keeping obligations.

2. Information We Collect

Depending on how you interact with us, we may collect the following categories of personal information.

Identifiers and contact information

Name, email address, telephone number, mailing address, company name, and job title.

Professional or business information

Information relating to your inquiry, your organization, or the services you are interested in.

Communications and form submission information

Messages, inquiries, proposal requests, event registrations, survey responses, uploaded files, and other information you provide through forms or communications.

Internet or electronic network activity information

IP address, browser type, device type, operating system, referring URLs, pages visited, dates and times of visits, and similar website usage data.

Recruiting information

If you apply for employment through the website, we may collect resume information, employment history, education information, and other materials you choose to provide.

Sources of Information

YHB collects personal information directly from you, automatically from your browser or device when you use our website, from service providers that support our website and communications, and, where relevant, from public or other third party sources.

Sensitive Information

Please do not submit Social Security numbers, taxpayer identification numbers, financial account numbers, government issued identification numbers, or other highly sensitive information through general website forms or standard email unless YHB specifically requests it and provides an approved secure method.

3. How We Use Information

YHB may use personal information for purposes including:

  • responding to inquiries and requests for information or proposals
  • communicating with you regarding YHB services, insights, publications, and events
  • managing relationships with clients, prospective clients, vendors, applicants, and other business contacts
  • administering event registrations, surveys, or subscriptions
  • operating, maintaining, securing, and improving our website and technology systems
  • analyzing website usage and performance
  • processing employment applications and recruiting communications
  • protecting against fraud, misuse, or security incidents
  • complying with legal, regulatory, professional, tax, accounting, and record-keeping obligations
  • establishing, exercising, or defending legal claims

YHB may use AI enabled tools and technologies to support internal business operations, improve efficiency, enhance services, analyze information, and assist with communications or administrative functions. Where applicable, YHB takes reasonable steps to evaluate such tools and to implement safeguards designed to protect personal information processed through them.

4. Cookies and Website Technologies

We and our service providers may use cookies and similar technologies to operate the website, improve functionality, understand website usage, and remember visitor preferences.

Most web browsers allow you to control cookies through browser settings. If cookies are disabled, some website features may not function properly.

Certain web browsers may transmit “Do Not Track” or similar preference signals. Because there is not currently a uniform industry standard for responding to such signals, our website may not respond to them in a uniform way. If applicable law requires YHB to recognize an opt out preference signal for particular processing, YHB will do so to the extent required by law.

5. Disclosure of Information

YHB may disclose personal information where appropriate to support business operations and the purposes described in this Privacy Policy. Categories of recipients may include:

  • YHB affiliates and related entities
  • service providers that support website hosting, analytics, communications, recruiting, information technology, event administration, and business operations
  • professional advisers such as attorneys, auditors, insurers, and consultants
  • regulators, courts, law enforcement, and governmental authorities where required or permitted by law
  • parties involved in a merger, acquisition, financing, reorganization, or similar business transaction
  • other parties when you request or authorize disclosure

YHB does not sell personal information collected through this website. YHB also does not knowingly share personal information for cross-context behavioral advertising as defined under applicable California privacy laws.

6. Retention and Security

YHB retains personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including to respond to inquiries, maintain required business and professional records, comply with legal and regulatory obligations, resolve disputes, and protect YHB’s rights.

Retention periods are determined based on the nature of the information, the purpose for which it was collected, applicable legal or professional obligations, and the need to maintain appropriate business and security records.

YHB maintains reasonable administrative, technical, and physical safeguards designed to protect personal information and to support the confidentiality, integrity, and availability of our systems and data. These safeguards may include access controls, secure transmission methods, encryption where appropriate, monitoring, and incident response procedures.

No method of transmission over the Internet or electronic storage is completely secure, and YHB cannot guarantee absolute security.

7. Your Privacy Choices and Rights

You may opt out of marketing communications from YHB at any time by using the unsubscribe link in an email or by contacting us.

Depending on your state of residence and applicable law, you may have the right to request access to personal information we maintain about you, request correction of inaccurate information, request deletion of certain personal information, obtain a portable copy of personal information where applicable, or opt out of certain processing activities.

Certain information may be exempt from these rights under applicable law, including where legal, regulatory, professional, or Gramm-Leach-Bliley Act obligations apply.

California Privacy Notice

This section applies to residents of California to the extent required by the California Consumer Privacy Act, as amended by the California Privacy Rights Act.

California law requires businesses to provide notice of the categories of personal information collected and the purposes for which that information is used. The categories of personal information YHB may collect are described in the “Information We Collect” section of this Privacy Policy. The purposes for which the information is used are described in the “How We Use Information” section.

YHB collects personal information directly from individuals, automatically from devices interacting with our website, and from service providers or publicly available sources as described above.

YHB retains personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, including to comply with legal, regulatory, professional, and business obligations.

California residents may have the right to request access to personal information, request correction of inaccurate personal information, request deletion of certain personal information, and obtain information about categories of personal information disclosed for business purposes.

To exercise these rights, please contact YHB using the contact information provided in this Privacy Policy.

To submit a privacy request, please contact us at: 160 Exeter Drive, Suite 200, Winchester, VA 22603

Email: feedback@yhbcpa.com

We may take steps to verify your identity before responding to a request.

Depending on your state of residence and applicable law, you may have privacy rights regarding your personal information. If we decline to take action on a request and an appeal right applies under applicable law, you may appeal by replying to our response or by contacting us with Privacy Appeal in the subject line.

8. Third-Party Websites

Our website may contain links to third-party websites, services, or platforms. These third parties operate independently from YHB, and their privacy practices are governed by their own policies. YHB is not responsible for the privacy practices or content of those third-party services.

9. Children’s Privacy

Our website is not directed to children under the age of 13, and YHB does not knowingly collect personal information from children under 13 through this website.

10. International Visitors

YHB operates this website in the United States. If you access the website from outside the United States, you understand that your information may be transferred to, stored, and processed in the United States, which may have different data protection laws than those in your jurisdiction.

11. Changes to This Privacy Policy

YHB may update this Privacy Policy periodically to reflect changes in legal requirements, technology, or business practices. When changes are made, the updated Privacy Policy will be posted on this page.

12. Contact Information

If you have questions about this Privacy Policy or YHB’s privacy practices, please contact:

160 Exeter Drive, Suite 200, Winchester, VA 22603 | 540-662-3417 | feedback@yhbcpa.com