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Privacy Policy for Abundant Skies Tax & Accounting

Effective Date: August 6, 2025

1. Introduction

Abundant Skies Tax & Accounting (“we,” “us,” or “our”) is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our accounting, tax preparation, bookkeeping, payroll, and CFO services.

2. Information We Collect

We collect information that you provide directly to us, including:

  • Personal identification (name, address, phone number, email)
  • Tax identification numbers (SSN, EIN)
  • Financial records and documents
  • Banking information for payroll services
  • Business formation documents
  • Employment and income information

3. How We Use Your Information

We use your information to:

  • Prepare and file tax returns
  • Provide bookkeeping and accounting services
  • Process payroll and related tax filings
  • Offer CFO and financial advisory services
  • Communicate about our services
  • Comply with legal obligations
  • Improve our services

4. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information. We may share your information only:

  • With your explicit consent
  • To comply with legal obligations
  • With service providers who assist in our operations (under strict confidentiality agreements)
  • To protect our rights and prevent fraud

5. Data Security

We implement appropriate technical and organizational measures to protect your information, including:

  • Secure file storage and encryption
  • Limited access controls
  • Regular security assessments
  • Secure disposal of documents
  • Password-protected communications

6. Data Retention

We retain your information for as long as necessary to:

  • Provide our services
  • Comply with legal obligations (typically 7 years for tax records)
  • Resolve disputes
  • Enforce our agreements

7. Your Rights

You have the right to:

  • Access your personal information
  • Request corrections to your data
  • Request deletion (subject to legal requirements)
  • Opt-out of marketing communications
  • Request a copy of your information

8. Third-Party Services

We may use third-party services (like QuickBooks) to provide our services. These providers have their own privacy policies, and we encourage you to review them.

9. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of any material changes by posting the new policy on our website and updating the effective date.

10. Contact Information

If you have questions about this Privacy Policy or our data practices, please contact us:

Abundant Skies Tax & Accounting
MT Office: 516 Grande Vista Dr Ste G, Kalispell, MT 59901
Phone: (406) 609-4567

WY Office: 6100 Ridge Rd Cheyenne, WY 82009
Phone: (406) 609-4567
Email: [sue@abundantskiestax.com]

11. State-Specific Rights

Montana Residents: You have additional rights under Montana law regarding data breach notifications.

Wyoming Residents: Wyoming law provides specific protections for personal identifying information.

By using our services, you acknowledge that you have read and understood this Privacy Policy.