Scope and Collection:

We collect only the data necessary for tax compliance and financial services (e.g., names, SSNs, financial transactions). We never sell or share your personal data with third parties for marketing purposes. All data transmission uses 256-bit SSL encryption. We adhere strictly to CPA confidentiality standards.

Data Retention:

Client records are retained for a minimum of seven years, as required by law, and are then securely purged. Clients may request data access or deletion (subject to legal retention requirements) at any time.