Privacy Policy:
1. Information We Collect: We collect personal information that you provide directly to us, such as your name, address, phone number, email address, Social Security Number, financial data, and other sensitive information necessary for tax preparation and financial services.
2. How We Use Your Information: We use your information solely to provide the services you request, including:
3. Information Sharing and Disclosure: We do not share your personal information with third parties except as necessary to provide our services (e.g., filing your tax return with the IRS or state authorities) or as required by law. We will never sell your information.
4. Data Security: We implement high-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. We use secure servers, encryption, and access control protocols.
5. Your Rights: You have the right to access, correct, or delete your personal information. You may also request a copy of the data we hold about you.
Terms & Conditions:
1. Services: We provide tax preparation, bookkeeping, and related financial services. All services are subject to a written engagement agreement.
2. Client Responsibility: You are responsible for providing accurate, complete, and timely information to us. We will rely on the information you provide to prepare your tax returns and other documents.
3. Fees and Payments: Fees for our services will be outlined in your engagement agreement. Payment is due upon completion of services unless otherwise agreed upon.
4. Limitation of Liability: Our liability is limited to the fees paid for the services. We are not liable for any penalties or interest resulting from incorrect information you provided. We will not be liable for any incidental or consequential damages.
5. Governing Law: These Terms & Conditions are governed by the laws of the State of [Your State]. Any disputes will be resolved in the courts of [Your State].
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