Privacy Policy
Last updated: January 2025
Information We Collect
We collect information you provide directly to us, such as when you:
- Schedule appointments through Calendly
- Contact us via email or phone
- Use our SmartVault document management system
- Engage our tax preparation services
How We Use Your Information
We use the information we collect to:
- Provide tax preparation and consulting services
- Schedule and manage appointments
- Communicate with you about your tax matters
- Comply with legal and regulatory requirements
- Improve our services
Information Sharing
We do not sell, trade, or otherwise transfer your personal information to third parties except:
- With your explicit consent
- To comply with legal obligations
- To protect our rights and safety
- With service providers who assist in our operations
Data Security
We implement appropriate security measures to protect your personal information, including:
- Encryption of sensitive data
- Secure document management through SmartVault
- Regular security assessments
- Employee training on data protection
Your Rights
You have the right to:
- Access your personal information
- Correct inaccurate information
- Request deletion of your information
- Opt-out of certain communications
Contact Us
If you have questions about this Privacy Policy, please contact us:
Phone: (602) 268-0611
Address: 510 E. Southern Ave, Phoenix, AZ 85040