Updated January 2, 2020
Essential CPA Solutions believes in protecting and safeguarding your information.
* Interviews regarding your tax situation
* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data.
* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions.
We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
We may share personal information with our professional advisors, insurers, benefit providers, legal or regulatory authorities, state or national boards of accountancy, or with contractors and various third party service providers who are engaged to provide support of our internal operations or assistance with the services we provide. For example, we engage service providers to assist with IT administrative support services, such as security, hosting, back-up, and data analysis, and for support services related to office support, and storage and secure disposal of hard copy files.
Essential CPA Solutions does not sell personal information. We may use your information for our business purposes such as marketing and appointment reminders, which you may opt-out of at any time.