Who are we?

Weber, Shapiro & Co LLP is a Partnership authorized by the State of New Jersey and regulated by the NJ Board Of Accountancy.  We are a ‘controller’ under the General Data Protection Regulation (GDPR) and other relevant UK and EU legislation.

What information will we collect from you?

We will only collect information from you that is relevant to the matter that we are dealing with.  In particular, we may collect the following information from you which is defined as ‘personal data’:

  • Personal details
  • Family, lifestyle and social circumstances
  • Financial details
  • Business activities of the person whose details we are processing
  • Any other personal information that might relate to your matter and your instructions.

How will we use your information?

We will mainly use your information for the provision of tax, accounting and financial advice and this is necessary for the performance of the contract between us.  We may also use it for:

  • Administering any accounts
  • Processing you bank/credit card details to obtain payment
  • The prevention and detection of fraud
  • Credit reference checks (where appropriate)

On what basis will we process your data?

We will process your data on the following basis: performance of contract, tax compliance, consent and legitimate interests.

Who will we share your information with?

We will not share your information with any third party without your explicit consent.

How long will we keep your information for?

We will keep your information throughout the period of time that we do work for you and afterwards for a maximum period of seven years.

What rights do you have?

You have a series of rights under the General Data Protection Regulation which includes the ‘Right of access’.  Further information on all these rights and how to exercise them can be obtained from our Data Privacy Manager.

Right of Access

You have a right to see the information we hold about you.  To access this, you need to provide a request in writing to our Data Privacy Manager together with proof of identity.  We will usually process your request free of charge and within 30 days, however, we reserve the right to charge a reasonable administration fee and to extend the period of time by a further two months if the request is manifestly unfounded or vexatious and/or is very complex.

Full details are available in our data subject access policy which is available on request from the Data Privacy Manager.

Who can you complain to?

If you are unhappy about how we are using your information or how we have responded to your request, then please raise your concerns to the person responsible for your case.  If this does not resolve the problem to your satisfaction, then please contact their Supervisor.  If the Supervisor is unable to resolve the matter then please contact either our Data Privacy Manager or our Client Care Partner, who will look into the matter for you.

If your complaint remains unresolved then you can also contact the Information Commissioner’s Office, details for which are available at http://www.ico.org.uk

Data Privacy Manager

Name:  Mark S. Weber CPA, (Partner)
Email:  mark@webershapiro.com
Postal Address:  50 Tice Blvd. Suite 175 Woodcliff Lake, NJ 07677

Client Care Partner

Name:  Luzmaria Concannon  (Partner)
Email:  luzmaria@webershapiro.com
Postal Address:  50 Tice Blvd. Suite 175 Woodcliff Lake, NJ 07677