Privacy Policy

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**Delta Accounting Inc. Privacy Policy**

Effective Date: January 2024

Delta Accounting Inc. (“Delta Accounting,” “we,” “our,” or “us”) is committed to protecting the privacy, confidentiality, and security of the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and safeguard client information in connection with our tax preparation, accounting, payroll, and related services.

1. Information We Collect

We may collect the following categories of information:

Personal Identification Information

• Name, date of birth, Social Security Number

• Government‑issued identification

• Contact information (address, phone number, email)

Financial & Tax Information

• Income documents (W‑2, 1099, K‑1, etc.)

• Banking information for direct deposit or payment

• Prior‑year tax returns

• Business financials, payroll records, and bookkeeping data

Digital Information

• Documents uploaded through our website or secure portals

• Electronic signatures and timestamps

• IP address or device information when accessing our systems

2. How We Use Your Information

We use your information to:

• Prepare and file federal, state, and local tax returns

• Provide accounting, payroll, and advisory services

• Verify your identity and prevent fraud

• Communicate with you regarding your account, filings, or required documents

• Comply with IRS, state, and regulatory requirements

• Maintain internal records and improve our services

We do not sell or rent your personal information to third parties.

3. How We Share Information

We may share information only when necessary and only with:

• The IRS and state tax authorities

• Financial institutions for refund processing (e.g., Refundo Bank)

• E‑signature providers (e.g., Intuit e‑Signature, DocuSign)

• Third‑party service providers who support our operations

• Legal authorities when required by law, subpoena, or court order

All third‑party partners are required to maintain strict confidentiality and data‑security standards.

4. Data Security

We implement administrative, technical, and physical safeguards to protect your information, including:

• Secure servers and encrypted storage

• Restricted access to client files

• Multi‑factor authentication for staff systems

• Secure document portals for uploads and delivery

Despite these measures, no system is completely immune from unauthorized access. We encourage clients to safeguard their own information once documents are delivered.

5. Document Delivery & Client Responsibility

Once documents are delivered through the method you select (email, portal, mail, or in‑person pickup), you assume full responsibility for maintaining the privacy and security of those documents.

Delta Accounting Inc. is not liable for any loss, disclosure, or misuse of information after delivery to your designated destination.

A government‑issued photo ID may be required before releasing documents to ensure identity protection.

6. Data Retention

We retain one prior tax year in active digital storage. Older records are archived securely and may require a retrieval fee if copies are requested.

7. Your Rights

You may request:

• Access to your records

• Corrections to inaccurate information

• Copies of previously filed returns (fees may apply)

• Clarification on how your data is used or stored

Requests must be submitted by the taxpayer or an authorized representative with proper identification.

8. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in laws, regulations, or business practices. Updated versions will be posted on our website and available upon request.

9. Contact Information

For questions about this Privacy Policy or your personal information, contact:

Delta Accounting Inc.

Website: www.deltaaccountinginc.com

Email: customerservice@deltaaccountinginc.com

Phone: (267 551 0273

Address: (157 Morgan St. Wisner, LA 71378)