Privacy Policy

Last Updated: [Date]

Elite Tax And Bookkeeping is committed to protecting the privacy and confidentiality of our clients' information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information.

1. Information We Collect

We collect nonpublic personal information about you from the following sources:

Information we receive from you on applications, tax organizers, or other forms (e.g., name, address, Social Security number, income, and other financial data).

Information about your transactions with us, our affiliates, or others.

Information we receive from a consumer reporting agency.

2. How We Use Your Information

We use your personal information to provide the tax, bookkeeping, and advisory services you have requested. This includes preparing tax returns, maintaining financial records, and offering strategic financial advice. We may also use your information to communicate with you about our services and updates.

3. Information Sharing and Disclosure

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law or as authorized by you. Permitted disclosures include:

To employees of our firm who need the information to provide services to you.

To third-party service providers who assist us in serving you (e.g., electronic filing services), but only if they agree to maintain the confidentiality of your information.

To comply with a validly issued and enforceable subpoena or summons.

As part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

4. Our Commitment to Data Security

We maintain physical, electronic, and procedural safeguards that comply with federal regulations and professional standards to guard your nonpublic personal information. We use encryption and other security technologies to protect your data, and we restrict access to your information to only those employees who need it to provide services to you.

5. Your Rights

You have the right to review the personal information we have collected about you and to request corrections to any inaccuracies. You also have the right to opt-out of certain disclosures, as permitted by law.

6. Changes to This Privacy Policy

We may amend this Privacy Policy at any time. We will notify you of any material changes by posting the new policy on our website.

7. Contact Us

If you have any questions or concerns about our Privacy Policy or our privacy practices, please contact us at:

Email: [email protected]

Phone: 848-207-6459

Address: 38 NJ-35, Neptune, NJ 07753