Tax Appointment with Cecilia

  • Tax Appointment with Cecilia

  • Format: (000) 000-0000.
  • What date and time work best for you? ** Note: If you are scheduling more than one tax return, please select 2 timeslots so that we will have enough time to file all your forms**
  • Are you a new client?*

  • Updated Privacy policy
    1. Our Commitment to Your Privacy
    As your tax professionals, we are committed to maintaining the confidentiality and security of your nonpublic personal information (NPI). This policy explains how we collect, use, and safeguard the information you provide through our secure client portal.
    2. Information We Collect
    We collect NPI that you provide directly or that we obtain with your authorization, including:
    • Identifiers (Name, Address, Social Security Number).
    • Financial records (W-2s, 1099s, bank statements, investment history).
    • Portal activity data (login timestamps, document upload/download history).
    3. Third Party Vendors
    To ensure the highest level of security, we require all tax documents to be submitted through our secure client portal. We do not accept sensitive documents via unencrypted email or text message.
    4. How We Protect Your Information
    We maintain physical, electronic, and procedural safeguards that comply with federal regulations, including:
    • Encryption: All data transmitted through the portal is encrypted, and stored data is encrypted at rest.
    • Access Controls: Only authorized members of our firm who need the information to provide services have access to your data.
    5. Disclosure of Information
    We do not disclose any NPI about our current or former clients to anyone except as permitted or required by law. Permitted disclosures include:
    • Taxing authorities (IRS, State) for return filing.
    • Third-party technology providers (e.g., our portal software) that assist in service delivery, strictly under confidentiality agreements.
    • Legal processes (subpoenas or court orders).
    6. Data Retention and Disposal
    We retain records relating to professional services for 3 years to comply with professional guidelines and better assist you. Documents are securely disposed of when they are no longer needed for legal or business purposes.
    7. Your Consent
    By submitting this form, you consent to the collection and use of your information as described in this policy.


    Opt out
    If at any point you wish to opt out of stay paperless, please email Cecilia at stetsontax@gmail.com.

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