Privacy Policy

1. Introduction

At Numero Consulting Inc., we understand that protecting our clients' confidential information is fundamental to the trust placed in us. We are committed to maintaining the confidentiality, integrity, and security of all personal, financial, tax, and business information entrusted to us.

We implement administrative, technical, and physical safeguards designed to protect client information from unauthorized access, use, disclosure, alteration, or destruction.

2. Information We Protect

We safeguard all nonpublic personal information, including but not limited to:

• Tax returns and tax-related records
• Social Security Numbers (SSNs), Individual Taxpayer Identification Numbers (ITINs), and government-issued identification
• Financial statements
• Bank account and payroll information
• Business financial records and entity information
• Accounting records
• Client communications
• Documents submitted electronically or in paper format

3. The Information We Collect

To provide tax, accounting, bookkeeping, payroll, consulting, and related professional services, we may collect the following information:

4. Communication records

We collect and maintain records of communications including:

• Emails
• Phone calls
• SMS Messages
• Client portal messages

5. How We Use Your Information

Your information is used solely for legitimate business purposes, including:

• Preparing and filing tax returns
• Providing accounting, bookkeeping, payroll, consulting, and advisory services
• Responding to your inquiries
• Communicating regarding your account
• Improving our services
• Processing payments
• Complying with applicable legal, regulatory, and professional obligations

We use your information only for purposes consistent with the services you have requested.

6. Information Sharing and Disclosure

Numero Consulting Inc. does not sell, rent, trade, or otherwise disclose your personal or financial information for marketing purposes.

Information may be shared only with:

• Employees and authorized contractors who require access to perform their responsibilities
• Trusted third-party service providers, including tax software vendors, cloud hosting providers, payment processors, secure document management providers, and technology service providers
• Federal, state, or local government agencies when required by law
• Courts or regulatory authorities pursuant to lawful requests

All third-party service providers are required to maintain appropriate confidentiality and security standards.

7. Information Security Measures

We maintain a comprehensive information security program designed to protect client information.

8. SMS Policy

Numero Consulting Inc. may use SMS (text message) communications to provide important service-related notifications and updates to clients who have opted in to receive text messages.

9. International Data Transfers

Your information may be transferred to, stored, or processed in countries outside your country of residence.

Whenever such transfers occur, we implement reasonable safeguards designed to ensure that your personal information receives appropriate protection consistent with applicable data protection laws.

10. Data Retention and Disposal

We retain client records in accordance with:

• IRS record retention requirements
• Applicable federal and state laws
• Professional accounting standards
• Business and legal requirements

When records are no longer required, they are securely destroyed or permanently deleted using appropriate disposal methods.

11. Incident Response and Breach Notification

If a security incident involving client information occurs, we will:

• Promptly investigate the incident
• Take reasonable steps to contain and mitigate any impact
• Restore affected systems where necessary
• Notify affected individuals when required by applicable law
• Notify regulatory authorities when legally required

12. Client Responsibilities

Clients also play an important role in protecting their information. We encourage you to:

• Use strong and unique passwords
• Enable multi-factor authentication whenever available
• Submit confidential documents through our secure client portal
• Avoid sending sensitive information through unsecured email
• Notify us immediately if you suspect unauthorized access to your account or information

13. Your Rights

Subject to applicable law, you may have the right to:

• Access your personal information
• Correct inaccurate information
• Request updates to your records
• Request deletion of personal information where legally permitted
• Opt out of certain non-essential communications

Certain information may be retained as required by law, regulatory requirements, or professional standards.

14. Regulatory Compliance

Our information security program is designed to comply with applicable laws and professional requirements, including:

• IRS Publication 4557 – Safeguarding Taxpayer Data
• FTC Safeguards Rule
• Applicable federal and state privacy laws
• State data breach notification laws
• Professional standards governing tax, accounting, and consulting firms

15. Cookies and Website Technologies

Our website may use cookies and similar technologies to:

• Improve website functionality
• Analyze website traffic
• Enhance user experience

You may manage or disable cookies through your browser settings. Certain website features may not function properly if cookies are disabled.

16. Policy Updates

Numero Consulting Inc. may update this Information & Data Security Policy periodically to reflect changes in technology, legal requirements, or business practices.

The updated policy will be posted on our website with the revised Effective Date.

17. Contact Us

If you have any questions regarding this Information & Data Security Policy or our information security practices, please contact us: