Privacy & Policy
We respect your privacy and are committed to protecting the personal and financial information you entrust to us.
Last Updated: January 2026Information We Collect
We collect only the data necessary to perform our services and comply with government regulations.
Personal Identification
Business & Financial
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?
Privacy & Policy
We respect your privacy and are committed to protecting the personal and financial information you entrust to us.
Last Updated: January 2026Information We Collect
We collect only the data necessary to perform our services and comply with government regulations.
Personal Identification
Business & Financial
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?