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When you use our tax preparation and accounting services, we collect information necessary to provide these services effectively. This includes:
Personal identification information (name, email address, phone number, mailing address)
Social Security Numbers and Individual Taxpayer Identification Numbers (ITINs)
Financial information (income records, bank account details, investment statements)
Tax filing history and related documentation
Employment information (W-2s, 1099s, pay stubs)
We use the information we collect solely for the purpose of providing professional tax preparation, accounting, and financial advisory services. Specifically, we use your data to:
Prepare and file your federal and state tax returns
Provide personalized tax planning and financial advice
Communicate with you about your account and services
Comply with legal and regulatory requirements
Improve our services and client experience
We implement industry-standard security measures to protect your personal and financial information. All sensitive data is encrypted in transit and at rest. Access to client information is restricted to authorized personnel only.
We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:
With the IRS and state tax authorities as required for tax filing
With your explicit consent for third-party services
When required by law, court order, or government regulation
With trusted service providers who assist in our operations (under strict confidentiality agreements)
You have the right to access, correct, or request deletion of your personal information at any time. To exercise these rights, please contact us at info@ssquare.org or call (530) 341-5105.
We retain client tax records and financial documents for a minimum of seven (7) years as required by IRS regulations. After the retention period, records are securely destroyed.
If you have any questions about this Privacy Policy, please contact us at info@ssquare.org, call (530) 341-5105, or visit our office at 1109 Kennedy Pl, Suite 2, Davis, CA 95616.