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Privacy Policy

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Effective Date: September 16, 2025

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At Redman CPA Solutions ("we," "us," or "our"), we are committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage our IT, tax preparation, and bookkeeping services. By using our services, you agree to the terms of this Privacy Policy.

 
1. Information We Collect

We may collect the following types of information:

Personal Information

  • Contact Information: Name, address, phone number, email address.

  • Identification Information: Social Security Number (SSN), Taxpayer Identification Number (TIN), or other government-issued identification numbers required for tax preparation.

  • Financial Information: Income details, bank account information, investment records, expense records, and other financial data necessary for tax preparation or bookkeeping services.

  • Business Information: For business clients, we may collect business names, EINs, financial statements, payroll data, and other relevant business records.

IT-Related Information

  • Technical Data: IP addresses, device information, and login credentials when you access our IT services or client portals.

  • Usage Data: Information about how you interact with our website, client portal, or IT systems.

Other Information

  • Any additional information you voluntarily provide, such as through forms, emails, or consultations, to enable us to provide our services.

 
2. How We Collect Information

We collect information:

  • Directly from you when you provide it during consultations, through forms, or via our client portal.

  • Automatically through our website or IT systems, such as cookies or server logs, when you interact with our digital platforms.

  • From third parties, such as employers, financial institutions, or government agencies, with your consent or as required for our services.

 
3. How We Use Your Information

We use your information to:

  • Provide tax preparation, bookkeeping, and IT services, including filing tax returns, maintaining financial records, and managing IT systems.

  • Communicate with you regarding your services, appointments, or account updates.

  • Comply with legal and regulatory requirements, such as tax laws or data protection regulations.

  • Improve our services, website, and client portal functionality.

  • Protect against fraud, unauthorized access, or other illegal activities.

 
4. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

  • With Service Providers: We may share information with trusted third-party service providers (e.g., cloud storage providers, tax software vendors, or IT support vendors) who assist us in delivering our services. These providers are contractually obligated to protect your information.

  • For Legal Compliance: We may disclose information to comply with applicable laws, regulations, or legal processes, such as IRS requirements or court orders.

  • With Your Consent: We may share information with third parties, such as financial advisors or other professionals, if you provide explicit consent.

  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity, subject to confidentiality protections.

 
5. Data Security

We implement reasonable physical, technical, and administrative safeguards to protect your information, including:

  • Encryption of sensitive data transmitted online or stored electronically.

  • Secure storage of physical and digital records.

  • Access controls to limit who can view your information.

  • Regular security audits of our IT systems.

While we strive to protect your information, no system is completely secure. We cannot guarantee absolute security, but we take all reasonable steps to safeguard your data.

 
6. Your Choices and Rights

You have certain rights regarding your information:

  • Access and Update: You may request access to or updates of your personal information by contacting us.

  • Opt-Out: You may opt out of receiving non-essential communications, such as newsletters, by following the unsubscribe instructions provided in those communications.

  • Data Deletion: You may request deletion of your information, subject to legal or contractual obligations (e.g., IRS record retention requirements).

 
7. Retention of Information

We retain your information only for as long as necessary to provide our services, comply with legal obligations, or resolve disputes. For example:

  • Tax-related information is retained for at least seven years to comply with IRS requirements.

  • IT-related data, such as login credentials, is retained for the duration of your service agreement.

  • Other personal information is deleted or anonymized when no longer needed.

 
8. Cookies and Tracking Technologies

Our website and client portal may use cookies and similar technologies to enhance user experience and analyze usage. You can manage cookie preferences through your browser settings, but disabling cookies may affect the functionality of our digital platforms.

 
9. Third-Party Links

Our website or client portal may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites. We encourage you to review their privacy policies before providing any information.

 
10. Children's Privacy

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children. If we learn that we have collected such information, we will take steps to delete it promptly.

 
11. International Data Transfers

If you are located outside the United States, please note that your information may be processed and stored in the United States, where data protection laws may differ from those in your country. By using our services, you consent to this transfer.

 
12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website or by contacting you directly. The "Effective Date" at the top of this policy indicates when it was last updated.

 
13. Contact Us

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

Redman CPA Solutions
Email: admin@redmancpasolutions.com

Phone: 970.344.7804

We will respond to your inquiries promptly and work to address any concerns.

 

By engaging our services, you acknowledge that you have read and understood this Privacy Policy. Thank you for trusting Redman CPA Solutions with your personal and financial information.

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