Privacy Policy

Angeles Group ("we," "our," or "us") is dedicated to maintaining the privacy and security of your personal and financial information. This Privacy Policy is compliant with applicable federal and state laws, including rules governing the disclosure of tax return information.

This policy applies to all services provided by Angeles Group, including tax preparation, bookkeeping, payroll, and business formation services, whether accessed via our website, client portal, or in-person.

To provide accuracy in our financial services, we collect non-public personal information (NPI) from the following sources:

• Information you provide to us: This includes tax organizers, questionnaires, applications, and other forms. Examples include Name, Social Security Number (SSN), Employer Identification Number (EIN), Date of Birth, and dependent information.
• Information about your transactions: Records of services rendered, payment history, and credit card or bank account information used for billing.
• Third-party information: We may receive information from the IRS, state taxing authorities, or financial institutions with your authorization.

We do not sell your personal information. We restrict access to your non-public personal information to those members of our firm who need to know that information to provide services to you. We may disclose your information in the following limited circumstances:

• To the Internal Revenue Service (IRS) and state taxing authorities for the purpose of filing your tax returns.
• To third-party service providers (e.g., electronic filing centers, secure client portal providers) who assist in enabling our services and are bound by strict confidentiality agreements.
• To comply with a valid court order, subpoena, or legal process.
• With your express written consent to third parties (e.g., mortgage lenders requiring income verification).

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information. Our systems utilize 256-bit SSL encryption, multi-factor authentication, and rigorous access controls.

We retain your tax and financial documents for a minimum period as required by law (typically 3-7 years), after which they are securely destroyed.

By using our services, you consent to the collection and use of information as specified above. You have the right to:

• Request copies of your tax returns and documents held by us.
• Revoke consent for future disclosures, except where required by law.
• Request corrections to your personal data if inaccurate.

If you have questions or comments about this policy, you may email us at contact@angelesgroup.us or by post to: