Privacy Policy

Effective Date: January 1, 2022

At Abundant Tax & Business Solutions, we are committed to protecting your privacy and handling your personal and financial information with the utmost care and confidentiality. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in compliance with federal and state laws governing tax preparation, accounting, and financial services.

1. Information We Collect

• Personal Identifiable Information (PII): Name, address, phone number, email, SSN, TIN, date of birth, and government-issued identification.
• Financial Information: Income details, tax return history, bank details, investment, and retirement accounts.
• Business Information: EIN, payroll, expenses, ownership, and tax structure details.
• Other Sensitive Data: IRS correspondence, audit-related data, deductions, credits, and liabilities.

2. How We Use Your Information

We use your information strictly for tax preparation, accounting, IRS representation, and compliance reporting.

3. How We Share Your Information

We do not sell or rent your personal information. We may share it with government authorities, financial institutions, and third-party service providers only when necessary.

4. How We Protect Your Information

We implement encryption, secure storage, access controls, and confidentiality agreements to safeguard your data.

5. Your Rights & Choices

You have rights to access, review, update, and request deletion of your personal data.

6. Data Retention Policy

We retain client records for a minimum of three (3) years, as required by the IRS.

7. Third-Party Links & Software

Our website or services may contain links to third-party tools such as QuickBooks, PayPal, or e-filing platforms. These third parties have separate privacy policies, and we are not responsible for their data practices.

8. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be communicated via our website or email.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at: [email protected]