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