Effective Date: October 29, 2023
2. Information We Collect
We collect and maintain information that you provide to us for the purpose of providing our professional services. This information may include, but is not limited to:
- Personal information such as names, addresses, contact details, and Social Security numbers.
- Financial data such as income, expenses, tax documents, and financial statements.
- Business information for corporate clients, including employer identification numbers and business financial records.
3. How We Use Your Information
We use the information you provide to us solely for the purpose of performing professional services related to bookkeeping, accounting, tax preparation, and other financial services. This may include:
- Preparing and filing tax returns.
- Providing financial analysis and advice.
- Assisting with IRS and state tax agency communications.
- Maintaining financial records.
4. Information Sharing and Disclosure
We do not share your personal or financial information with third parties unless required by law or with your explicit consent. We may share your information in the following circumstances:
- To comply with IRS or state tax agency regulations and reporting requirements.
- With trusted third-party service providers who assist us in delivering our services, subject to strict confidentiality agreements.
- In response to legal requests, such as subpoenas or court orders.
5. Data Security
We take measures to protect your information from unauthorized access, disclosure, alteration, or destruction. We employ physical, electronic, and procedural safeguards to maintain the confidentiality and security of your data.
6. Your Rights
You have the right to:
- Access and review your personal information that we hold.
- Correct inaccuracies in your personal information.
- Request the deletion of your personal information under certain circumstances.
- Object to the processing of your personal information.
7. Contact Us