Introduction

At Trusted Accounting & Tax Services, P.C., we prioritize the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy outlines our practices regarding the collection, use, and protection of your information.

Information We Collect

We collect nonpublic personal information about you from various sources, including:

• Information provided during meetings, through mail, email, or tax preparation worksheets.
• Information about your transactions with us or others, such as account balances, payment history, and investment details.
• Information obtained with your authorization, such as consumer credit reports, medical information, or tax reporting information from federal and/or state authorities.

Use of Personal Information

We use your personal information for legitimate business purposes, including:

• Responding to your queries and providing professional services.
• Verifying your identity as required by law.
• Improving our services and website through analysis of collected data.
• Sending you information about our services, newsletters, and event invitations.

Disclosure of Information

We do not disclose any nonpublic personal information except as required or permitted by law. Permitted disclosures include:

• Sharing information with employees who need it to provide services.
• Disclosing information to unrelated third parties who assist us in providing services, with strict confidentiality measures in place.
• Complying with legal requirements such as subpoenas or similar legal processes.

Protecting Your Information

We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. These measures comply with professional standards and federal regulations to ensure the security and confidentiality of your data. Access to your information is restricted to employees who need it to provide services to you.

Your Rights

You have the right to:

• Request access to the personal information we hold about you.
• Ask for corrections to any inaccurate information.
• Request deletion of your data, subject to legal and professional obligations.

Changes to Our Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.

Contact Us

If you have any questions or concerns about our Privacy Policy, please contact us at: [email protected]