Tangent Point, LLC and its subsidiaries takes your privacy seriously. We are committed to protecting the confidentiality of your personal information and maintaining your trust. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information.

Information We Collect

In the course of providing accounting services, we may collect the following information from you:

• Name
• Contact information (address, phone number, email address)
• Social Security number (for tax purposes)
• Financial information
• Business information (if applicable)

We will only collect information that is necessary to fulfill our professional obligations to you.

Information Sharing

We will not share your personal information with any third-party companies or organizations for marketing or promotional purposes. Your information will be used solely for the purpose of providing you with accounting services.

Exceptions

We may disclose your personal information in the following limited circumstances:

• When required by law, such as in response to a court order, subpoena, or other legal process.
• To comply with professional standards or ethics codes.
• To protect our rights or property.
• In the event of a merger, acquisition, or sale of assets.

In any such case, we will take reasonable steps to ensure that the recipient protects your information in accordance with this Privacy Policy.

Data Security

We maintain industry-standard security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. These measures include:

• Secure storage facilities
• Password protection for electronic records
• SMS Opt-in and Opt-out feature
• Encryption of sensitive data
• Employee training on data privacy practices

Data Retention

We will retain your information for as long as necessary to fulfill our professional obligations to you and comply with applicable laws and regulations. We will then securely dispose of your information in accordance with our data security practices.

Your Choices

You have the right to access and update your personal information. You may also request that we delete your information, subject to certain legal and regulatory restrictions.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or comply with legal requirements. We will notify you of any material changes by posting the updated Privacy Policy on our website.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at (914) 997-9711 or [email protected].