Information & Data Security Policy

Our Commitment to Data Security

As a tax and accounting firm, we recognize our responsibility to protect sensitive personal, financial, and tax information entrusted to us by our clients. We maintain strict safeguards to ensure confidentiality, integrity, and security of all client data.

Information We Protect

We protect all nonpublic personal information, including but not limited to:

• Tax returns and tax-related data

• Social Security numbers, ITINs, and identification documents

• Financial statements, bank and payroll information

• Business records and entity details

• Client communications and documents submitted electronically or physically

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• Information We Collect

As we provide you with Accounting, Tax, and Consulting services – we collect various types of information including but not limited to the following:

• Personal Information: Name, address, phone number, email address, Social Security number, and other identifying information

• Financial Information: Bank account details, credit card information, income, expenses, investments, and other financial data

• Tax Information: Tax returns, tax identification numbers, and related documentation

• Business Information: Business name, EIN, financial statements, payroll information, and other business-related data

How We Use Your Information

• Provide and improve our services

• Prepare and file tax returns

• Perform accounting and auditing services

• Conduct financial planning and consulting

• Communicate with you about your account and our services

• Comply with legal and regulatory requirements

Information Sharing and Disclosure

We do not sell, rent, or trade your personal or financial information. We may share your information with:

• Authorized Employees and Contractors: Only those who need access to perform their job duties

• Third-Party Service Providers: Who assist us in providing services, such as tax software providers, payment processors, and data storage providers, under strict confidentiality agreements

• Legal and Regulatory Authorities: When required by law, regulation, or legal process

Data Security – General Measures

We take reasonable measures to protect your information from unauthorized access, use, or disclosure. These measures include:

• Secure data storage and encryption

• Access controls and authentication procedures

• Regular security audits and updates

Safeguards We Use

In accordance with applicable laws and regulations, we maintain administrative, technical, and physical safeguards, including:

1. 1) Administrative Safeguards

• Written information security policies and procedures

• Restricted employee access on a need-to-know basis

• Mandatory confidentiality agreements for staff and contractors

• Ongoing employee training on data security and privacy

2) Technical Safeguards

• Secure servers and encrypted databases

• SSL/TLS encryption for website and data transmissions

• Secure client portals for document exchange

• Multi-factor authentication where appropriate

• Regular system monitoring, updates, and backups