Effective Date: October 26, 2026
SNP Tax & Financials ("we," "us," or "our") is committed to protecting the privacy and security of our clients' personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our website, engage our tax and payroll services, or communicate with us.
1. Information We Collect
We collect personal and financial information necessary to provide tax preparation, payroll, and financial services. This includes names, addresses, phone numbers, email addresses, Social Security Numbers, Employer Identification Numbers, financial statements, and other tax-related documents.
2. How We Use Your Information
Your information is used exclusively to:
- Prepare and file tax returns and related forms.
- Process payroll and manage financial service accounts.
- Communicate with you regarding your account, document requests, and service updates.
- Comply with IRS regulations and state tax authority requirements.
3. SMS and Mobile Data Sharing Policy
We respect your privacy regarding mobile communications. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
4. Data Security
We maintain strict physical, electronic, and procedural safeguards that comply with federal regulations (including the Gramm-Leach-Bliley Act) to guard your nonpublic personal information. We utilize secure client portals and encrypted software infrastructure to protect your data.
5. Contact Us
If you have questions about this Privacy Policy, please contact us using the details below:
- Email: tax@snptaxandfinancials.com
- Phone: 925-800-3561
