Data Privacy Policy -Redwood Tax and Consultants, LLC [Updated 2024]

At Redwood Tax and Consultants, LLC, we take data privacy and security extremely

seriously. We are committed to protecting the confidential information of our clients and

ensuring compliance with all applicable professional standards and U.S. data privacy

laws.

Data Storage

We do not store any client data outside of the secure platforms Proton and Slack. These

encrypted services provide industry-leading data protection that meets or exceeds the

requirements for our professional insurance coverage and U.S. data privacy standards.

Data Access and Security

Access to client data is restricted to only those employees who require it to perform their

job duties. All data is treated as strictly confidential. Employees must follow rigorous

security protocols regarding password management, secure communication channels,

physical security of devices, and proper data handling.

In most cases, the security measures we implement actually exceed the minimum

requirements set by our professional liability insurance and U.S. data privacy laws. We

go above and beyond to ensure maximum protection of sensitive client information.

Data Retention

Client data is retained only for as long as necessary to fulfill our contracted services, tax

compliance, and record-keeping obligations under applicable laws and professional

standards. Data is permanently and securely deleted upon conclusion of the client

engagement unless other arrangements are requested.

Commitment to Privacy

Redwood Tax and Consultants is dedicated to continually reviewing and enhancing our

privacy practices. We regularly update our security infrastructure, train employees on

evolving threats, and monitor compliance with this policy.

If you have any questions about our data privacy practices, please contact our

managing partner, jstealey@redwoodtaxconsultants.com.

Best Regards,

Redwood Tax and Consultants Leadership