Compliance & Data Protection Policy

AccuTax Services, LLC and AccuCFO Advisors, LLC
Effective Date: 01/01/2025

1. Commitment to Compliance

AccuTax Services, LLC and AccuCFO Advisors, LLC are committed to maintaining the highest standards of professional ethics, data security, and regulatory compliance in all client engagements.
We adhere to federal and state laws governing tax preparation, financial reporting, and data privacy, including:

  • Internal Revenue Service (IRS) Circular 230

  • Gramm-Leach-Bliley Act (GLBA) Safeguards Rule

  • Federal Trade Commission (FTC) Privacy and Data Protection standards

  • State-level privacy and consumer protection laws applicable in New Jersey and the United States

Our firm continuously updates policies, procedures, and technology to meet or exceed regulatory requirements.

2. Client Confidentiality

All client information, whether collected electronically or in paper form, is treated as strictly confidential.
We do not disclose, share, or sell any client data without written authorization, except as required by law or to fulfill professional obligations (e.g., IRS or state filings).

Authorized personnel only access client data to perform legitimate accounting, tax, or advisory services.

3. Data Security Practices

We use secure, encrypted platforms to protect sensitive financial and personal data, including:

  • Secure portals (e.g., Smart Vault, TaxDome, and QuickBooks Online Accountant) for file sharing and document storage

  • Multi-factor authentication (MFA) and role-based user access controls

  • Encrypted email and document transmission protocols (TLS/SSL)

  • Routine data backups and cloud-based disaster recovery systems

  • Device and system monitoring to detect unauthorized access or data breaches

All systems are reviewed regularly to maintain compliance with IRS Publication 4557 and GLBA security standards.

4. SMS/MMS & Electronic Communications Compliance

AccuTax Services, LLC and AccuCFO Advisors, LLC use text messaging and email only to communicate with clients who have provided explicit consent.
Text messages (SMS/MMS) are used for:

  • Appointment confirmations and reminders

  • Document and filing notifications

  • Service updates or time-sensitive alerts

  • Client support responses

Opt-Out Instructions:
You may opt out of SMS messages at any time by replying STOP to any text.
You may also reply HELP for assistance or contact us at [insert phone number] or [insert email address].

Message frequency varies; standard carrier rates may apply.
We do not share or sell your phone number or messaging data with unaffiliated third parties.

5. Written Information Security Plan (WISP)

As part of our compliance with IRS and FTC requirements, we maintain a Written Information Security Plan (WISP).
Our WISP outlines how we:

  • Identify and classify sensitive client data

  • Limit access to authorized personnel

  • Train staff in cybersecurity awareness

  • Maintain incident response and breach notification procedures

Clients may request a summary of our WISP by contacting the firm.

6. Professional Ethics & Standards

All Enrolled Agents and staff members at AccuTax Services, LLC and AccuCFO Advisors, LLC comply with:

  • IRS Circular 230

  • AICPA Code of Professional Conduct

  • Treasury Department regulations on confidentiality and due diligence

  • State of New Jersey Board of Accountancy guidelines (as applicable)

We maintain accurate records and act with integrity, independence, and objectivity in all client engagements.

7. Client Consent & Acknowledgement

By engaging with our firm, submitting documents, or opting in to SMS/email communications, you acknowledge and consent to our use of secure communication systems for legitimate business purposes in accordance with this policy.

8. Contact Us

If you have any questions regarding our compliance or data protection practices, please contact:

AccuTax Services, LLC | AccuCFO Advisors, LLC

Eager to explore a collaboration? Kindly share your details, and we will reach out to you promptly. We look forward to the opportunity to connect.

info@accutaxservicesllc.com
(732) 474-7790