Last updated: January 2024

Information We Collect

RAE'S ACCOUNTING & TAX SERVICE LLC collects information necessary to provide professional accounting services. This includes personal and financial information such as:

• Personal identification information (name, address, phone number, email)
• Financial records and tax documents
• Business information for corporate clients
• Communication records related to our services

How We Use Your Information

We use collected information to:

• Provide accounting, tax preparation, and bookkeeping services
• Communicate with clients about their accounts and services
• Comply with legal and regulatory requirements
• Improve our services and client experience

Information Protection

We implement appropriate security measures to protect your personal and financial information. Our office maintains physical, electronic, and procedural safeguards that comply with professional standards for accounting firms.

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as required by law or professional obligations. This includes sharing information with tax authorities when required for tax preparation and filing.

Client Confidentiality

As professional accountants, we maintain strict confidentiality regarding all client information in accordance with professional accounting standards and applicable laws.

Data Retention

We retain client records for the periods required by law and professional standards, typically 7 years for tax-related documents and 3 years for other accounting records.

Your Rights

You have the right to:

• Access your personal information in our records
• Request corrections to inaccurate information
• Request information about how your data is used
• Withdraw consent for non-essential communications

Contact Information

If you have questions about this privacy policy or how we handle your information, please contact us at:

Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated revision date.