Privacy Policy
Who we are
E&A TAX AND FINANCE, INC. ("E&A Tax", "we", "us") is a tax preparation and accounting practice based in Naples, Florida. This policy explains how we handle personal information on this website and in our work with clients.
If you have a question about this policy, write to office@eataxservices.com or call (239) 537-7000.
What this website collects
This website is a set of static pages. It sets no cookies, runs no analytics and loads nothing from third parties. It has no forms.
Like any website, the company that hosts these pages may keep standard technical logs, such as the address of the device that requested a page and the time of the request. We use those logs only to keep the site secure and working.
When you contact us
When you call or write to us, we receive what you choose to share, such as your name, phone number, email address and the details of your question. We use it to answer you and to offer the services you ask about.
Please do not send tax identification numbers, bank details or tax documents by ordinary email. Use the client portal for anything sensitive.
Information from our clients
To prepare returns, keep books and run payroll, we collect the information those services need. This can include:
- identity and contact details
- tax identification numbers
- income, expense, bank and payroll records
- prior tax returns and notices from tax agencies
- documents and messages you send through the client portal
We receive this information from you, from people you authorize and from government agencies when you ask us to deal with them for you. The intake form in the client portal shows a privacy notice, which you accept before you send information through it.
How we use information
- to provide the services you engaged us for
- to communicate with you about your work, deadlines and invoices
- to meet our legal and professional obligations
- to protect our clients, our systems and our practice against fraud and misuse
We do not use your tax return information to market other products to you unless you give us written consent first.
How we protect information
We protect client information with administrative, technical and physical safeguards. In the client portal:
- tax identification numbers are stored encrypted and are masked on screen by default
- accounts can be protected with two step sign in
- each team member sees only what their role needs
- every action is recorded in a protected log
No system is perfect. If a security incident affects your personal information, we will notify you as the law requires. To report a security problem, write to office@eataxservices.com.
How long we keep information
We keep client records for as long as we serve you and for the period that tax and professional rules require afterward. When records are no longer needed, we delete or destroy them securely.
Your choices
You can ask us for a copy of your information or for a correction at any time. You can also ask us to stop sending messages that are not required for your service. Write to office@eataxservices.com and we will answer within a reasonable time.
Depending on where you live, you may have additional rights under your state law. We honor those rights where they apply.
Children
This website is meant for adults. We do not knowingly collect information from children through it. Information about dependents reaches us only from a parent or guardian, as part of a tax return.
Changes to this policy
When we change this policy, we update the version and the effective date at the top of this page. If a change is significant, we tell our clients directly.
Contact
E&A TAX AND FINANCE, INC., Naples, Florida. Email office@eataxservices.com. Phone (239) 537-7000.