Privacy & Confidentiality

Privacy & Confidentiality Policy

We, StoneLedger Tax, take the confidentiality and protection of client information seriously.

All taxpayer and client data is handled in accordance with applicable IRS requirements and data protection standards. We maintain a Written Information Security Plan (WISP) that outlines how sensitive information is collected, stored, transmitted, and securely disposed of.

Client information may include personal identification data and tax-related documents provided solely for the purpose of preparing tax returns or providing bookkeeping services.

Key security practices include:

• Access to client data is limited exclusively to the preparer
  
  

• Use of password-protected devices and secure systems
  
  

• Transmission of sensitive information only through IRS-approved or secure channels
  
  

• No permanent storage of unnecessary client data
  
  

Client information is retained only as long as required for service completion and compliance purposes. After services are completed, data is securely deleted or destroyed in accordance with the WISP.

We do not sell, share, or disclose client information to third parties except as required by law or for authorized tax processing purposes.

SMS Communications and Messaging Privacy

We value your privacy. Phone numbers collected for SMS consent and messaging purposes will not be shared with third parties or affiliates for marketing or promotional purposes. Your personal information, including mobile phone data, will strictly be used to provide the services requested from StoneLedger Tax.