1. Information We Collect
We collect personal information that you provide directly to us, including:
- Name, email address, phone number
- Identification documents for tax and Notary services
- Financial information necessary for tax preparation
- Business information for LLC services
2. How We Use Your Information
We use your information to:
- Provide the services you requested
- Communicate with you about your services
- Comply with legal and regulatory requirements
- Improve our services
3. Information Sharing
We do not sell your personal information. We may share information:
- With the IRS and state tax authorities as required for tax filing
- With the California Secretary of State for LLC services
- As required by law or legal process
4. Data Security
We implement industry-standard security measures to protect your information, including:
- SSL/TLS encryption for data in transit
- Encrypted storage for sensitive data
- Access controls and authentication
- Regular security audits
5. Your Rights (CalOPPA Compliance)
California residents have the right to:
- Know what personal information we collect
- Request access to your personal information
- Request deletion of your personal information
- Opt-out of sale of personal information (we do not sell personal information)
6. Data Retention
We retain tax records for a minimum of 7 years as required by IRS regulations. Other records are retained as needed for business and legal purposes.
7. Contact Us
For privacy inquiries, contact us at [email protected].
8. Changes to This Policy
We may update this policy periodically. Changes will be posted on this page with an updated date.