Wright Tax & Accounting

Privacy Policy

Effective Date: June 1, 2025

Wright Tax & Accounting ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy explains how we collect, use, share, and safeguard your information when you use our services or interact with our website.

1. Information We Collect

We collect information you provide directly to us when you use our services, fill out forms, or communicate with us. This may include: • Personal identification information (name, email address, phone number, mailing address) • Financial and tax information necessary to provide our services (income, deductions, business records) • Government-issued identification numbers (Social Security Number, Employer Identification Number) • Business information (business name, structure, financial records) • Any other information you choose to provide

2. How We Use Your Information

We use the information we collect to: • Provide, maintain, and improve our tax and accounting services • Prepare and file tax returns and financial documents on your behalf • Communicate with you about your account, services, and important updates • Respond to your inquiries and provide customer support • Comply with legal obligations and regulatory requirements • Protect against fraudulent or unauthorized activity

3. How We Protect Your Information

We take the security of your personal and financial information seriously. We implement appropriate technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. These measures include: • Encrypted transmission of sensitive data • Secure document storage and handling • Access controls limiting who can view your information • Regular review of our security practices However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

4. Sharing of Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances: • With your explicit consent • With government agencies (IRS, state tax authorities) as required to provide our services • With trusted service providers who assist in our operations, subject to confidentiality agreements • When required by law, court order, or governmental authority • To protect the rights, property, or safety of Wright Tax & Accounting, our clients, or others

5. Data Retention

We retain your personal and financial information for as long as necessary to provide our services and comply with legal obligations. Tax records and related documents are typically retained for a minimum of seven (7) years in accordance with IRS guidelines and applicable state laws. You may request deletion of your information subject to our legal retention obligations.

6. Your Rights

You have the right to: • Access the personal information we hold about you • Request correction of inaccurate or incomplete information • Request deletion of your information, subject to legal retention requirements • Opt out of non-essential communications • Receive a copy of your information in a portable format To exercise any of these rights, please contact us at [email protected].

7. Third-Party Services

We may use third-party software and services to deliver our services (such as secure document portals, accounting software, and communication tools). These third parties are carefully selected and are required to handle your information in accordance with applicable privacy laws and our confidentiality standards.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will take steps to delete such information.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website with a revised effective date. Your continued use of our services after such changes constitutes your acceptance of the updated policy.

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: Wright Tax & Accounting Email: [email protected] Phone: (757) 551-2881