Our firm collects, uses, stores, and protects the personal and financial information of our clients. Our policy ensures transparency and builds trust by informing clients about their rights and the measures taken to safeguard their data. Key components of a privacy policy of our tax clients include:

1. **Information Collection**:
– **Types of Data**: Personal and financial information collected, such as names, addresses, income details, and bank account information.
– **Methods of Collection**: We directly seeks information from clients through forms and interviews, or indirectly through third parties (e.g., banks, previous tax returns).

2. **Use of Information**:
– **Purpose**: The purposes for which the collected information is used, such as preparing tax returns, providing tax advice, and ensuring compliance with legal obligations.
– **Scope**: Any additional uses, such as internal audits, quality control, or research and analysis to improve services.

3 – **Consent**: It is pertinent to mention here that information will only be shared with third parties when required by law or with the client’s explicit consent.

4. **Data Security**:
– **Protection Measures**: Describes the physical, electronic, and procedural safeguards in place to protect personal and financial information from unauthorized access, disclosure, or misuse.
– **Encryption**: Our firm uses of encryption technologies for data transmission and storage.

5. **Client Rights**:
– **Access and Correction**: clients’ rights to access their personal information, request corrections to inaccuracies, and update their information.
– **Withdrawal of Consent**: The process for clients to withdraw consent for certain uses or disclosures of their information.

6. **Retention and Disposal**:
– **Retention Period**: Personal and financial information is retained, typically for as long as necessary to fulfill the purposes outlined in the policy or as required by law.
– **Disposal**: Secure disposal methods for personal and financial information once it is no longer needed.

7. **Policy Updates**:
– **Changes and Notifications**: Clients will be informed of any changes to the privacy policy and the procedures for clients to review the updated policy.

8. **Contact Information**:
– **Inquiries and Complaints**: We provide contact details for clients to ask questions, raise concerns, or file complaints regarding the handling of their personal and financial information.