PRIVACY POLICY & GLBA NOTICE

Effective Date: August 2026 | North Carolina Practice Standard

This Privacy Policy describes how our North Carolina-based tax firm collects, uses, protects, and shares the Nonpublic Personal Information (NPI) and personally identifiable information of our clients, visitors, and website users. As a financial services provider, we are regulated under the Gramm-Leach-Bliley Act (GLBA) and the FTC Safeguards Rule. We commit to maintaining the highest standards of security for both online and offline data collection.

1. Information We Collect

We collect personal and financial information through digital submissions and physical document drop-offs, including:

• Identifiers: Full names, Social Security Numbers (SSNs), Individual Taxpayer Identification Numbers (ITINs), phone numbers, physical addresses, and email addresses.
• Financial Records: W-2s, 1099s, bank statements, investment profiles, corporate balance sheets, bookkeeping ledgers, and prior years' tax returns.
• Digital Tracking: Automatically captured data via our Wix website hosting platform, including IP addresses, browser types, session durations, cookies, and website analytics.

2. How We Use Your Information

Your information is processed strictly to perform professional services, specifically for:

• Preparing and electronically filing federal and state tax returns.
• Compiling business ledgers and financial statements.
• Managing invoicing, payment collections, and practice workflows.
• Analyzing Wix website traffic to improve user interface and system performance.

3. Authorized Third-Party Service Providers

To ensure accuracy, workflow optimization, and security, we share your data with specific enterprise software vendors under strict confidentiality terms:

Vendor                                                  Service Rendered                                                               Data Category
Basil Coraltreetech                              Practice & workflow management                                    Client contact info, schedules
Taxwise                                                 Tax preparation & e-filing                                                  SSNs, income records, tax forms 

QuickBooks                                          Bookkeeping & accounting                                              Bank transactions, invoices, ledgers
Adobe                                                   Document management & e-signatures                         Signed forms, PDF tax records
Wave Apps                                           Invoicing & billing processing                                          Payment histories, invoice amounts
Wix                                                        Website hosting & analytics tracking                              Cookies, IP metrics, user behavior

​

4. Physical & Digital Security Safeguards

In accordance with the FTC Safeguards Rule, our multi-layered security infrastructure includes:

Physical Security: Documents hand-delivered to our North Carolina physical office are stored in locked filing cabinets with restricted access. Documents are promptly scanned into encrypted digital storage and physical copies are either returned to the client or cross-cut shredded securely.

Digital Security: All software endpoints use Multi-Factor Authentication (MFA). Portals run on Secure Sockets Layer (SSL) encryption to secure data in transit. Remote data is protected via Advanced Encryption Standard (AES) 256-bit encryption at rest.

5. Cookie Notice & Tracking Opt-Out

Our website utilizes Wix analytics cookies to monitor visitor engagement and enhance functionality. Visitors can adjust their individual browser settings to reject cookies or opt-out of analytical tracking. Declining cookies does not prevent you from using our encrypted document upload tools.

6. Federal and State Regulatory Rights

Under IRC Section 7216, we do not disclose tax return information to third parties for purposes other than tax preparation without your explicit, written consent. As a North Carolina consumer, you retain the right to verify, update, or correct any personal records held in our firm systems at any time.

7. Changes to This Policy

We review and update this privacy policy annually to adapt to new regulatory definitions or system changes. Material changes will be explicitly communicated via our website platform.