PRIVACY POLICY
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1. Information We Collect
We collect personal and financial information necessary to prepare tax returns and provide
requested services. This may include names, addresses, identification numbers, income
information, and tax documents.
2. Use of Information
Information is used solely for tax preparation, filing, compliance, and related services authorized
by the client.
3. Information Sharing
We do not sell or share client information with third parties except as required by law or
authorized by the client (such as electronic filing with the IRS).
4. Data Security
We implement administrative, technical, and physical safeguards to protect client information in
accordance with IRS data security guidelines.
5. Record Retention
Client records are retained as required by law and professional standards, after which they are
securely destroyed.
6. Client Rights
Clients may request access to their information or request corrections to inaccurate data.
7. Changes to Policy
This Privacy Policy may be updated to reflect changes in laws or business practices.
