Privacy & Security
At Solving Life, we are committed to protecting your personal and financial information. This policy outlines how we handle your data and the security measures we employ to ensure your peace of mind.
We collect the information necessary to provide our tax preparation, ITIN, and bookkeeping services. This includes your name, phone number, email address, and service preferences. We never collect Social Security numbers, ITINs, or tax documents through our website or email forms. Those sensitive documents are exchanged exclusively through our encrypted client portal with multi-factor authentication.
We follow a Written Information Security Plan (WISP) under the FTC Safeguards Rule and IRS Publication 4557. Our security measures include multi-factor authentication on all client systems, encrypted devices, and a strict access control policy. We also maintain a comprehensive breach-response plan that includes notifying affected clients and authorities as required by law.
We use your information to respond to your inquiries, schedule appointments, and prepare your tax returns. We do not sell or rent your personal information to third parties. Tax return information is protected by federal law (Internal Revenue Code section 7216) and is used only to prepare your return and as you authorize in writing.
Client records are kept for a minimum of [X years] and then securely destroyed. If any team member works from outside the US, they see tax return information only after you sign a consent form. You have the right to access, correct, or delete your contact information at any time.