Information Collection

Types of Information Collected: We collect personal and financial information necessary for tax preparation and consulting. This includes, but is not limited to, names, addresses, Social Security numbers, income details, and employment information. Methods of Collection: Information is collected through various means, including client consultations, email correspondence, our website, and through secure document transmission services.

Use of Information

The information we collect is used solely for the purpose of providing our tax consulting services, which includes preparing tax returns, providing tax advice, and assisting with tax planning.

Data Storage and Security

Storage: Personal data is stored in secure, encrypted databases. Security Measures: We employ advanced security measures to safeguard your information against unauthorized access, alteration, or disclosure.

Disclosure of Information

Internal Use: Information is accessed only by authorized North Crest Tax Consulting LLC personnel who require it to perform their job duties. Legal Compliance: We may disclose information when legally required to do so, such as in response to a court order. No Third-Party Sharing: We do not sell or rent client information to third parties.

Client Rights

Access and Correction: Clients have the right to review and correct their personal information. Opt-Out Options: Clients may opt out of non-essential communications.

Policy Updates

This policy may be updated periodically. We will notify clients of any significant Sub-Headlinechanges through our website or via email.