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Privacy Notice


Accountants have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

This privacy notice outlines the policies and practices for Presti & Naegele (“Presti & Naegele”) and any and all domain names, web portals and web sites owned and operated by Presti & Naegele, including www.pntax.com (collectively, the “Presti & Naegele Portal”). The Presti & Naegele Portal may contain links to websites operated by third parties and we are not responsible for the privacy practices of those sites.

In order to use the Presti & Naegele Portal, you are required to review these policies. By using the Presti & Naegele Portal or communicating with us by e-mail, you agree to the terms and conditions of this Privacy Notice and to the terms of use of the Presti & Naegele Portal as set forth in the end user license agreement (“EULA”) described below. By using the Presti & Naegele Portal or visiting any web site owned or operated by Presti & Naegele, you hereby agree to be bound by the terms and conditions contained in this Privacy Notice, and by the terms and conditions of Presti & Naegele’s EULA, which is published at https://www.pntax.com/portal-eula/  and incorporated herein by reference. This Privacy Notice explains how Presti & Naegele treats your personal information, and protects your privacy, when you use the Presti & Naegele Portal. Presti & Naegele reserves the right to change this Privacy Notice and terms of EULA at any time without notice. Any changes to this Privacy Notice or EULA shall be posted in this page and shall be effective immediately upon posting. If you do not agree to be bound by the policies and practices contained in this Privacy Notice or by EULA, you may not use the Presti & Naegele Portal.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms
  • Information about your transactions with us
  • Information we receive from others that you have sent to us

Your Rights Regarding Personal Information We Collect

  • Right to Access Personal Data
    • Data subjects have the right to access the data collected on them
  • Right to Rectification
    • Data subjects have the right to request modification of their data, including the correction of errors and the updating of incomplete information
  • Right to Erasure
    • Data subjects have the right to stop all processing of their data and request their personal data be erased
  • Right to Restrict Data Processing
    • Data subjects, under certain circumstances, can request that all processing of their personal data be stopped
  • Right to be Notified
    • Data subjects have the right to be informed about the uses of their personal data in a clear manner
  • Right to Data Portability
    • Data subjects can request that their personal data be sent electronically to a third party
  • Right to Reject Automated Individual Decision-Making
    • Data subjects have the right to refuse the automated processing of their personal data

Parties To Whom We Disclose Information

As part of our firm’s policy, we do not disclose any nonpublic personal information about current or former clients that is obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Use of Cookies

We may use “cookies” on our websites to personalize and enhance your website visits. A cookie is a text file that is placed on your hard drive by our web server. Cookies are uniquely assigned to a computer, and your computer will only allow our web servers to access our cookies. The most important thing to understand about cookies is that they pose no danger to you. They cannot be used to collect secret information about you or your computer or to provide information about you to other companies.

Cookies provide a convenience by saving you time on subsequent visits and personalizing your web experience. For example, when you return to our website, cookies enable us to remember information from prior visits, and cookies may save data such as name, password, user-name, screen preferences, and pages viewed.

You have the right to delete cookies placed on your hard drive, which will erase the data automatically saved during your visit. However that will mean that our sites will not recognize you when you return. You may also modify your web browser to notify you before accepting cookies, or to decline all cookies.

Links to Other Web Sites

The Presti & Naegele Portal or website may contain links to other sites that are not owned or controlled by Presti & Naegele. We are not responsible for the content or privacy practices of other sites. This privacy statement applies only to the Presti & Naegele Portal.

The Presti & Naegele Portal, including www.pntax.com website is confidential and proprietary to Presti & Naegele. All of the text, images, marks, logos and other content of this website is proprietary to Presti & Naegele or is used with the owner’s permission or applicable law or regulation.

Protecting The Confidentiality And Security Of Current And Former Client’s Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Presti & Naegele hereby certifies that it has implemented and will maintain, and will require third party service providers by contract to implement and maintain, appropriate security measures to protect your personal information.

We hope this information will provide better knowledge of our efforts to provide the best services to you. If you have any questions regarding our privacy policy, please do not hesitate to contact our office.

If you have any questions or requests regarding your personal data rights, please email gsaladino@pntax.com.

Last Revision Date

This Privacy Notice was last revised on March 24, 2022.