We may collect:

• Name
• Mailing address
• Email address
• Telephone number
• Taxpayer identification information
• Financial and accounting records
• Bank account information provided for accounting or tax purposes
• Business information
• Documents uploaded through client portals and document exchange systems

How We Use Your Information

We use your information to:

• Provide accounting, bookkeeping, payroll, and tax services
• Prepare and file tax returns
• Communicate regarding services, appointments, deadlines, and document requests
• Respond to inquiries and support requests
• Maintain client records
• Meet legal, regulatory, and professional obligations

SMS Communications

If you provide your mobile phone number and consent to receive text messages, we may send communications regarding:

• Appointment reminders
• Tax return status updates
• Document requests
• Portal access information
• Bookkeeping and payroll support
• General client service communications

Message frequency varies based on your engagement with our firm.

Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP. Reply HELP for assistance.

Information Sharing

We do not sell, rent, or trade your personal information.

We may share information only with:

• Service providers assisting in delivering our professional services
• Government agencies when required by law
• Tax authorities and regulatory agencies when authorized by you or required by law
• Technology providers that support our secure client communication and document management systems

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect client information from unauthorized access, disclosure, alteration, or destruction.

Data Retention

We retain information for as long as necessary to provide services, comply with legal obligations, resolve disputes, and satisfy professional record retention requirements.

Your Rights

Depending on applicable laws, you may have rights to:

• Access your personal information
• Request corrections
• Request deletion where permitted by law
• Withdraw consent to communications