This document outlines how we handle, use, and safeguard the personal information of your clients, which you provide to us for tax preparation services.

Context of Our Relationship

As a Business Process Outsourcing (BPO) entity, we partner with CPA, tax, and accounting firms like yours. You share your clients’ information with us, and in turn, we leverage this data to offer efficient tax preparation services.

2. Provision of Information

You provide us with your clients’ data, including details such as names, contact information, financial records, and tax-related specifics. We use this data solely for the purpose of preparing tax returns and related services.

3. Use of Your Client Information

The data you share with us facilitates:

  • The accurate preparation of tax returns on your behalf.
  • Ensuring compliance with tax regulations and laws.

We do not sell, rent, or share your client information with unrelated third parties for any purposes.

4. Sensitive Information Handling

Understanding the gravity of the tax-related data, we employ advanced encryption and security protocols to store, transmit, and safeguard the information ensuring utmost confidentiality.

5. Disclosure to the IRS

Specific information may be shared with the IRS or relevant governmental bodies as part of the tax filing process or when required by law.

6. Third-Party Service Providers

On occasion, we engage third-party service providers for operations, such as cloud storage or tax software solutions. Our agreements with these entities mandate they uphold stringent data privacy standards akin to our own.

7. Protection of Information

Our protective measures include:

  • Advanced encryption.
  • Anti-virus and anti-malware software.
  • Regular security audits.
  • Restricted data access to necessary personnel only.

8. Data Retention

Your client information is retained as long as necessary for our services, to adhere to legal requirements, resolve any disputes, or enforce our agreements.

9. Third-Party Links

While our services might incorporate links to third-party sites, we bear no responsibility for their privacy practices. We strongly advise you to review their privacy statements.

10. Ethical and Professional Commitment

We understand the sensitive nature of the client data you entrust to us. Upholding the highest ethical standards and ensuring confidentiality is paramount in our collaboration.

11. Cookies

Our website may deploy cookies to enhance user experience. Users have the choice to decline cookies, though some service aspects might not function optimally without them.

12. Your Rights and Opt-Out Choices

Depending on your jurisdiction, you may be entitled to:

  • Access, correct, or delete the information you’ve provided.
  • Object to or limit the use of your data.
  • Withdraw consent.
  • Opt-out of specific data storage, usage, or sharing provisions.

13. Data breach Notification

In the unlikely event of a data breach, protocols are in place to promptly notify affected parties and take necessary action to mitigate the impact.

14. Client Testimonials

If we display testimonials or reviews from firms like yours, they are shared with explicit consent, ensuring that any client details are anonymized.

15. State-Specific Regulations

We abide by any state-specific privacy regulations (e.g., California) and comply with all relevant laws and guidelines.

16. Changes to this Policy

We might periodically update this policy. Revisiting this document regularly ensures you stay informed of any changes.

17. Governing Law

This Privacy Policy is governed by Florida state law.

18. Contact Us

For any concerns or inquiries related to our privacy practices, please reach out to us at

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