I. Information We Collect

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

1. Information You Provide:
We obtain personal information from you directly (or through an authorized representative) as part of the legal services we provide.

2. Third-Party Sources (with your authorization):
Depending on the nature of the matter, we may request or receive information such as credit reports, financial records, or other documents relevant to the legal services being performed on your behalf.

II. How We Use and Disclose Your Information

We do not sell or disclose your nonpublic personal information to unaffiliated third parties for marketing purposes. Any disclosure is limited to the following circumstances:

1. Internal Use:
Information may be shared with employees of Ianniello Anderson, P.C. who require it to perform work you have engaged us to complete.

2. Affiliated Businesses:
We may share necessary information with our affiliated entities—Northway & Van Rensselaer Title Agency, Inc. and Synergy Real Estate Solutions, LLC (dba Synergy Real Property Solutions NY LLC)—to facilitate real estate closings, title insurance issuance, deed recordings, and other transaction-related services.

3. Service Providers:
We may disclose limited information to third-party service providers assisting with your legal matter, including:

• Title insurance companies

• County clerks or recording offices

• Technology or software vendors maintaining secure systems

• Professional advisors involved in your transaction (e.g., accountants, mortgage brokers, or financial institutions)

These service providers are required to maintain the confidentiality of your information and are prohibited from using it for any purpose other than supporting your legal matter.

4. Legal Requirements:
We may disclose your information if required by law, such as in response to a court order, subpoena, or lawful government request.

5. IRS Restrictions (for tax matters):
Under the Internal Revenue Code, we are prohibited from disclosing tax-related information provided to us without your prior written consent.

III. Data Security

We maintain physical, electronic, and procedural safeguards that comply with applicable legal and ethical standards to protect your nonpublic personal information. Our internal processes are designed to prevent unauthorized access, use, or disclosure of client data.

IV. Opt-Out Notice

Federal regulations require us to provide an opt-out provision. However, because we do not share your nonpublic personal information with nonaffiliated third parties (except as permitted or required by law), there is no action you need to take to limit disclosure.

V. Questions or Concerns

If you have any questions about this Privacy Policy or your rights regarding your personal information, please contact:

Ianniello Anderson, P.C.
805 Route 146
Clifton Park, NY 12065
Phone: 518-371-8888

We value your trust and appreciate the opportunity to work with you.

Debt Collection Notice

Please be advised that this firm collects debts on behalf of mortgage lenders and other creditors. Any information obtained may be used for that purpose. However, if you have received a discharge in bankruptcy, this communication is not an attempt to collect a debt, but solely an effort to enforce a lien where applicable.