Last updated 1 January 2026. This sample policy explains how Stillwater CPA, LLP collects, uses and protects your information. Replace it with a policy reviewed by your own counsel before you publish.
What we collect
Contact details you send through our forms, such as your name, work email, company and message. As a client, we also hold the tax, payroll and financial records you share with us to do the work.
How we use it
To reply to enquiries, prepare returns and books, run payroll and meet our legal and professional duties. We never sell your information.
How we protect it
Client files live in an encrypted portal, and only the people working on your account can open them. We follow IRS Publication 4557 and the FTC Safeguards Rule for tax preparers.
Who we share it with
Only the tax authorities, banks and software providers needed to finish your work, or when the law requires it. Under Internal Revenue Code Section 7216, we ask for your written consent before using tax return information for anything else.
How long we keep it
We keep client records for at least seven years, in line with IRS and state record rules, then delete them securely.
Your choices
You can ask to see, correct or delete the personal information we hold. Call (212) 555-0148 or use the contact form.
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