Written Information Security Policy (WISP)
Total Choice Financial Solutions Group
At Total Choice Financial Solutions Group, we take the protection of your personal, financial, and business information seriously. This policy outlines the measures we take to ensure your data remains secure while in our care.
1. Commitment to Security
Total Choice Financial Solutions Group is committed to safeguarding all personal and sensitive information entrusted to us. We follow industry best practices and comply with all applicable federal and state regulations, including IRS Publication 4557 and the Gramm-Leach-Bliley Act (GLBA). Our goal is to protect your information from unauthorized access, misuse, or disclosure at all times.
2. Types of Information We Protect
We protect a wide range of confidential and sensitive information, including:
• Personally Identifiable Information (PII): name, address, date of birth, Social Security number
• Financial Information: income details, bank account information, tax documents
• Business Records: payroll documents, bookkeeping data, EINs, and financial statements
• Any additional data provided while using our tax, bookkeeping, or business services
3. How We Secure Your Information
To ensure your information remains confidential and protected, Total Choice Financial Solutions Group uses the following safeguards:
• Encryption
All sensitive information is encrypted during transmission and storage to prevent unauthorized access.
• Access Control
Access to data is limited to authorized personnel who require it to perform their job duties. Staff undergo continuous training on privacy laws and data-security standards.
• Secure Storage
• Physical files are stored in locked, restricted areas.
• Digital records are protected with strong passwords, multi-factor authentication (MFA), secure cloud-storage systems, and updated firewalls.
• Continuous Monitoring
We regularly monitor our systems for suspicious activity, unauthorized access attempts, and potential security threats.
4. Data Retention and Disposal
We retain your information only as long as required to provide services or comply with legal obligations. When data is no longer needed, we dispose of it securely through:
• Shredding of physical documents
• Permanent and secure deletion of digital files
5. Employee Training and Confidentiality
All employees and contractors are trained on data privacy, cybersecurity policies, and IRS security guidelines. Each team member signs a confidentiality agreement and is required to uphold strict security standards at all times.
6. Third-Party Vendors
Total Choice Financial Solutions Group partners with secure, reputable vendors for tax software, bookkeeping platforms, and cloud services. We ensure that all third-party providers maintain security practices equal to or greater than our own and protect client data in accordance with our policies.
7. Incident Response Plan
In the event of a data breach or security incident, we will:
• Investigate and contain the issue immediately
• Notify affected clients as quickly as possible
• Follow all regulatory reporting requirements
• Implement corrective measures to prevent recurrence
8. Continuous Improvement
We continually review and update our security policies, procedures, and technologies to maintain the highest level of protection. As cybersecurity risks evolve, so do our practices.
Contact Us
For questions about how we protect your information, contact:
Total Choice Financial Solutions Group