Privacy Policy

Information We Collect

Personal Information

When you engage our services, we may collect:

• Contact Information: Name, mailing address, email address, phone number
• Business Information: Business name, EIN, business structure, ownership details
• Tax Identification: Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), Employer Identification Number (EIN)
• Financial Information: Bank account details, income records, expense documentation, investment information, payroll data
• Supporting Documents: Receipts, invoices, 1099s, W-2s, mortgage statements, and other tax-related documentation

Information Collected Automatically

When you visit our website, we may automatically collect:

• Technical Information: IP address, browser type, device information, operating system
• Usage Data: Pages viewed, time spent on pages, links clicked, referring website
• Cookies and Tracking: We use cookies to improve your website experience (see Cookie Policy below)

How We Use Your Information

We use your information solely for the following purposes:

Professional Services

• Preparing and filing tax returns (individual and business)
• Maintaining accurate bookkeeping records
• Processing payroll
• Providing financial advisory services
• Representing you before the IRS
• Preparing LLC formation documents
• Processing ITIN applications
• Providing authorized e-file services
• Notarizing documents

Business Operations

• Communicating with you about your account and services
• Sending appointment reminders and deadline notifications
• Responding to your inquiries and requests
• Improving our services and website functionality
• Complying with legal and regulatory requirements

Marketing (With Your Consent)

• Sending newsletters and educational content
• Sharing tax tips and financial planning information
• Announcing new services or updates

How We Protect Your Information

We implement industry-standard security measures to protect your information:

Technical Safeguards

• Encryption: All data transmitted through our website uses SSL/TLS encryption
• Secure Storage: Client files are stored on encrypted, password-protected servers
• Access Controls: Limited access to client information on a need-to-know basis
• Secure File Sharing: Client portal with password protection and multi-factor authentication

Physical Safeguards

• Locked file cabinets for physical documents
• Restricted access to office premises
• Secure disposal of documents (shredding)

Administrative Safeguards

• Employee confidentiality agreements
• Regular security training for staff
• Documented security policies and procedures
• Regular security audits and updates

Information Sharing and Disclosure

When We May Share Your Information

With Your Consent:

We will only share your information with third parties when you explicitly authorize us to do so

Service Providers:

• Software vendors (QuickBooks, tax preparation software)
• Payment processors for client billing
• Cloud storage providers with encrypted security
• Professional liability insurance carriers (if required)

Legal Requirements:

• IRS, state tax authorities, or other government agencies (when legally required)
• Court orders or subpoenas
• To comply with applicable laws and regulations
• To protect our rights, property, or safety, or that of our clients

Professional Advisors:

When consulting with our attorneys, accountants, or insurance providers regarding client matters (under confidentiality obligations)

Your Rights and Choices

You have the following rights regarding your information:

Access and Correction

• Request a copy of the personal information we hold about you
• Request corrections to inaccurate or incomplete information

Data Portability

• Request copies of your financial records and documents in electronic format

Deletion

• Request deletion of your information after service completion and retention requirements are met
• Note: We are required by law to retain certain tax and financial records for specific periods (typically 7 years for tax documents)

Opt-Out

• Unsubscribe from marketing emails at any time
• Request to stop receiving promotional communications

Restrict Processing

• Request that we limit how we use your information in certain circumstances

Data Retention

We retain your information in accordance with:

• IRS Requirements: Tax records are retained for at least 7 years
• Professional Standards: As required by Circular 230 and industry best practices
• Legal Obligations: As required by applicable federal and state laws
• Business Needs: To provide ongoing services and support

After the required retention period, we securely destroy or delete your information.

Cookies and Tracking Technologies

What Are Cookies?

Cookies are small text files stored on your device when you visit our website.

Types of Cookies We Use

Essential Cookies:

• Required for website functionality
• Enable secure login and navigation
• Cannot be disabled

Analytics Cookies:

• Help us understand how visitors use our website
• Allow us to improve user experience
• You can opt out through browser settings

Marketing Cookies (If Applicable):

• Track website visits for advertising purposes
• You can opt out through browser settings or cookie preference tools

Managing Cookies

You can control cookies through your browser settings. Note that disabling cookies may limit website functionality.

Third-Party Links

Our website may contain links to third-party websites (e.g., IRS.gov, QuickBooks). We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child, we will delete it immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect:

• Changes in our practices
• Legal or regulatory requirements
• Improvements to our services

When we make changes:

• We will update the "Last Updated" date at the top of this policy
• Material changes will be communicated via email or prominent notice on our website
• Continued use of our services after changes constitutes acceptance of the updated policy

California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to Know: What personal information we collect, use, and share
• Right to Delete: Request deletion of your personal information (subject to legal retention requirements)
• Right to Opt-Out: We do not sell personal information, so opt-out is not applicable
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights

To exercise these rights, contact us using the information provided above.

Consent

By using our services or website, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and disclosure of your information as described herein.