Privacy Policy

This Privacy Policy explains how Worth It Accounting (“we,” “us,” or “our”) collects, uses, and protects your personal information in connection with our accounting and tax preparation services. We are committed to maintaining the confidentiality, integrity, and security of your personal information.

Information We Collect

We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization. This includes, but is not limited to:

Name, address, email address, and telephone or mobile number.
Social Security number, tax identification number, and other identification details.
Financial, tax, and account information necessary for preparing your tax returns or providing related services.
Information gathered from written forms, electronic communications, interviews, and phone calls.

How We Use Your Information

We use your information to:

Prepare and file your tax returns
Provide accounting, advisory, and other related services
Communicate with you about your tax and account matters (this may include automated calls or messages)

Use of Phone Numbers for Automated Messaging

By providing your phone number, you consent to its use for automated dialing systems, SMS, and voice messages. These communications may include, but are not limited to, appointment reminders, requests for information, status updates, and notifications relevant to your accounting and tax services. Message frequency may vary. Message and data rates may apply. You may opt out of receiving SMS messages at any time by replying with "STOP" to any SMS message you receive from us. After opting out, you will receive a confirmation message, and we will cease sending SMS messages to your number.

Mobile phone contact information will not be shared or sold to third parties for marketing or promotional purposes under any circumstances. This ensures your phone number is used solely for service-related communications and is protected from external marketing use.

Disclosure of Information

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required or permitted by law. Permitted disclosures include providing information to employees, third-party service providers who assist in delivering our services, or when required by government agencies in compliance with the law. All disclosures are made under strict confidentiality obligations.

Data Security

We utilize a comprehensive combination of administrative, physical, and technological measures to protect personal information from unauthorized access, use, or disclosure. Our security protocols include:

Encryption: All sensitive data, including client records and communications, is encrypted both at rest and in transit using industry standards such as AES-256 and secure SSL/TLS channels.
Multi-Factor Authentication (MFA): System access and remote connections require multi-factor authentication to ensure only authorized personnel can access sensitive information.
Access Controls: We enforce strict role-based access controls, limiting data access to only those employees and systems necessary for providing services.
Security Audits: We conduct regular security audits and risk assessments to identify vulnerabilities and continually enhance our protections against evolving threats.
Endpoint Protection: Anti-malware software, firewalls, and intrusion detection systems are deployed on all devices storing or accessing client records, and security patches are frequently applied.
Secure Communication: All electronic communications occur through secure, encrypted platforms. Sensitive documents are exchanged exclusively via encrypted client portals or protected transfer protocols.
Backup and Disaster Recovery: Data backups are performed routinely, stored in encrypted formats, and regularly tested for recoverability to ensure business continuity and data integrity.
Physical Security: Offices and data centers utilize secure entry controls, surveillance, and environmental protections to guard against unauthorized access, loss, or theft.

We continuously review and update our security practices to comply with applicable federal and state regulations, including IRS guidelines for tax professionals.

Client Rights and Contact

You have the right to access, update, or request deletion of your personal information, and you may object to or restrict certain forms of processing. Additionally, you have the right to opt out of the collection, use, or disclosure of your personal information for specific purposes, including marketing communications or sharing with nonaffiliated third parties. You may exercise your opt-out rights at any time by contacting us using the information below or by following the opt-out instructions included in our electronic communications.

For privacy-related questions, please contact us at 920-385-0508.

SMS Terms and Conditions

By providing your mobile phone number, you consent to receive SMS messages from [Your Company Name] related to [describe the purpose, e.g., "order updates, promotional offers, or account notifications"]. Message frequency may vary. Standard message and data rates may apply. You may opt out of receiving SMS messages at any time by replying with "STOP" to any SMS message you receive from us. After opting out, you will receive a confirmation message, and we will cease sending SMS messages to your number. If you need assistance or have questions about our SMS service, reply with "HELP" to any SMS message you receive, or contact our customer support team at [support contact information]. Your phone number will be handled in accordance with our Privacy Policy, available at [link to Privacy Policy]. No mobile information will be shared with third parties/affiliates for marketing/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.