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Privacy Policy | Proximal Elite

Privacy & Policy

We respect your privacy and are committed to protecting the personal and financial information you entrust to us.

Last Updated: January 2026

Information We Collect

We collect only the data necessary to perform our services and comply with government regulations.

Personal Identification

Identity Data Full name, DOB, Passport No, SSN/ITIN.
Contact Data Mailing address, Email, Phone, WhatsApp.
Documents Scanned passports, Birth certificates (for W-7).

Business & Financial

Entity Data EIN, Articles of Organization, Registration details.
Financial Records Bank statements, Receipts, Invoices, Tax Returns.
Accounting Access Read-only access for QuickBooks, Xero, Odoo.

How We Use Information

We do not sell your data. We use your information solely for these purposes:

Service Delivery

Tax filing, Bookkeeping reconciliation, and LLC/ITIN processing.

Compliance

Fulfilling strict requirements mandated by the IRS and State bureaus.

Communication

Status updates via email/WhatsApp and requests for documentation.

Advisory

Financial analysis for CFO services, forecasts, and profit roadmaps.

Sharing & Security

Data Sharing

  • Government Agencies: IRS and State Secretaries.
  • Software Vendors: QuickBooks, Xero, Odoo.
  • Legal Obligations: If required by court order.

Data Security

  • Authorized Access: "Need-to-Know" policy.
  • IRS Compliance: Strict chain-of-custody protocols.
  • Secure Transmission: SSL Encryption.

Your Data Rights

Right to Access

Request copies of your personal data and financial ledgers at any time.

Right to Correction

Request correction of any incomplete or inaccurate data we hold.

Right to Transfer

Request transfer of bookkeeping files (e.g., QuickBooks backup) upon termination.

International Transfer

We operate as an offshore financial partner. Data may be processed securely outside the US. Staff are bound by strict NDAs.

Data Retention

We retain records for 7 years to align with IRS audit statutes. Afterwards, digital records are deleted and paper shredded.

Third-Party Links

We are not responsible for privacy practices of external sites (e.g., IRS.gov) linked from our website.

Changes:Policy updates will be reflected by the "Last Updated" date at the top.

Privacy Support &
Contact Information

Contact Us: Have questions about this Privacy Policy or wish to exercise your data rights?

2201 Menaul Blvd, Albuquerque, NM 87107
info@proximalsolution.com
+1 (505) 353-7690
Email Compliance