Draft pending review. Effective date: [date].
Who we are
Accurate Tax & Financials (“we,” “us” or “our”) provides tax preparation, bookkeeping and payroll, CFO advisory, tax resolution, and insurance and risk management services from our office at 1435 Morris Ave, Ste 3G, Union, NJ 07083, and virtually to clients nationwide. Protecting the information you trust us with is central to what we do.
Information we collect
Information you give us. To provide our services we collect information such as your name, address, phone number and email; Social Security numbers and dates of birth for you, your spouse and your dependents; identification documents; income, expense and tax documents; business and payroll records; and bank account details for refunds or payments.
Information from others. With your permission, or as allowed by law, we may receive information about you from the IRS and state tax agencies (such as tax transcripts and notices), employers, financial institutions and other parties involved in your return or engagement.
Information from our website. When you use our contact form, your browser opens an email to us with the details you entered. When you book an appointment, you provide information through our scheduling provider. Our website does not use advertising cookies; some third-party features described below may set their own cookies.
How we use your information
- To prepare and file your tax returns and provide the services you request
- To communicate with you about your appointments, returns and account
- To respond to tax agency notices on your behalf when you authorize us to
- To meet our legal, regulatory and professional obligations
- To send you service-related reminders and, if you agree, updates about our services. You can opt out of marketing messages at any time
Your tax return information
Federal law (Internal Revenue Code Section 7216) restricts how tax preparers use and disclose tax return information. We do not use or disclose your tax return information for any purpose other than preparing your return, or as otherwise permitted by law, without your written consent.
How we share information
We do not sell your personal information. We share it only as needed to serve you, including with:
- The IRS and state tax agencies, when filing your returns or responding to notices you authorize us to handle
- Service providers that help us operate, such as tax preparation and e-file software, our secure client portal, appointment scheduling, payroll processing and secure document storage. They may use your information only to provide services to us
- Banks or lenders involved in refund products or refund advances, only when you request them
- Others when required by law, court order or a valid government request
How we protect your information
We maintain administrative, technical and physical safeguards designed to protect your information, including an encrypted client portal for document exchange, access limited to staff who need it, and secure storage. We ask that you never send Social Security numbers, bank details or tax documents by regular email or text; please use the client portal or bring them to your appointment.
How long we keep information
We keep client records for as long as needed to provide our services and to meet legal, regulatory and professional retention requirements, then dispose of them securely.
Third-party services on our website
Our website uses a few third-party services, each with its own privacy policy: online appointment scheduling (Acuity Scheduling), our client portal, Google Maps for directions and Google Fonts for typography. Links to IRS and state websites take you to sites we do not control.
Your choices
You may ask to review or correct the personal information we hold about you, update your contact preferences, or opt out of marketing messages by contacting us. Some information must be kept to meet our legal obligations.
Children
Our website is not directed to children under 13. We collect information about minors only as needed to prepare a tax return, such as dependent information provided by a parent or guardian.
Changes to this notice
We may update this notice from time to time. The effective date above shows when it was last revised.
Contact us
Questions about this notice or your information? Call or text (518) 291-1295, email info@accuratetaxandfinancials.com, or write to us at 1435 Morris Ave, Ste 3G, Union, NJ 07083.