Your security is our top priority. We maintain physical, electronic, and procedural safeguards that exceed federal regulations.
Secure Client Portal: To ensure maximum protection, we utilize a bank-grade secure portal for all document sharing and communication.
Limited Access: Only those directly responsible for your services have access to your sensitive information.
Confidentiality: We do not disclose any non-public personal information to third parties unless required by law.
Important Note: For your protection, sending sensitive data via standard email carries risks. By choosing to share information outside of our secure portal, you acknowledge and accept the risks of unauthorized access or interception.
We believe in a "paperless and protected" approach to your files:
Original Records: Any physical documents provided are professionally shredded upon completion of your services (unless you request otherwise).
Digital Copies: You will receive a complete digital copy of your tax forms for your permanent records.
Seven-Year Storage: We maintain digital work papers for active clients for seven years. Records for inactive accounts are securely deleted within 90 days.
Under the Gramm-Leach-Bliley Act, tax preparers are classified as financial institutions. Grade A Business Services is fully committed to the strict safeguarding of your data.
Information We Collect: To provide accurate tax and accounting services, we collect information from:
Interviews, phone calls, and email consultations.
Tax organizers, applications, and onboarding documents.
Financial forms (W-2s, 1099s, and real estate records).
Payment details (used strictly for processing your requested services).