Privacy Policy 

Cornerstone Tax & Accounting Solutions, P.C.

Our Commitment to Your Privacy

Cornerstone Tax & Accounting Solutions, P.C. values the trust our clients place in us and is
committed to protecting the privacy and confidentiality of your personal and financial
information.

Information We Collect

We collect personal and financial information necessary to provide tax, accounting,
bookkeeping, payroll, consulting, and related professional services. This information may
include:

 

• Name, address, telephone number, and email address

• Social Security numbers and taxpayer identification numbers

• Financial records and tax documents

• Payroll information

• Banking information provided for tax refunds or electronic payments

• Other information necessary to provide requested services

How We Use Your Information

Your information is used only to:

​​

• Prepare tax returns and related filings

• Provide bookkeeping and payroll services

• Deliver accounting and consulting services

• Respond to government agencies on your behalf when authorized

• Meet legal and regulatory requirements

Information Sharing

We do not sell client information.

We may disclose information only:​

 

• With your written authorization

• As required by law

• To comply with IRS or other governmental requests

• To trusted service providers who assist us in providing services and who are required to maintain confidentiality

​

Information Security

We maintain administrative, technical, and physical safeguards designed to protect client information from unauthorized access, disclosure, alteration, or destruction.

Client Responsibilities

Clients are encouraged to safeguard passwords, promptly notify us of changes in contact information, and use secure methods when transmitting confidential information.

Questions

Questions regarding this Privacy Policy may be directed to Cornerstone Tax & Accounting Solutions, P.C.