Effective Date: July 22, 2025
At Riverline Tax, your privacy and the protection of your personal information are of the utmost importance. As a modern and forward-thinking tax advisory firm, we are committed to maintaining the trust and confidence of our clients. This Privacy Policy outlines how we collect, use, and safeguard your information when you interact with our website, services, and communications.
1. Who We Are
Riverline Tax is a full-service tax planning and advisory firm. We specialize in delivering proactive and strategic solutions to business owners who aim to minimize their tax liabilities while maintaining compliance with all applicable regulations. Our services include tax planning, preparation, working capital analysis, and tax credit generation, tailored to each client’s unique financial landscape.
2. Information We Collect
We collect personal information to deliver services that help you achieve long-term financial prosperity. This information may include:
- Personal Identification: Name, address, phone, email, SSN/ITIN, date of birth.
- Financial/Tax Data: Income statements, W-2s, 1099s, business records, investment details, prior-year tax returns.
- Business Information: EIN, payroll records, financial statements, ownership details.
- Communications: Emails, chat logs, or call recordings (where applicable).
3. How We Use Your Information
The information we collect is used solely to:
- Preparing tax returns, financial statements, and accounting records.
- Providing advisory, bookkeeping, or payroll services.
- Complying with legal/regulatory obligations (e.g., IRS requirements).
- Communicating about your account, appointments, or service updates.
- Improving our website, services, and client experience.
- Preventing fraud or unauthorized transactions.
We only offer services when we are confident that our clients will realize significant tax savings.
4. Mobile Information
We respect your privacy and do not share mobile information.
- No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
- All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
5. Data Security
We implement rigorous safeguards to protect your sensitive information:
- Encryption: Data in transit (SSL/TLS) and at rest (AES-256).
- Access Controls: Role-based permissions and multi-factor authentication.
- Training: Staff trained in confidentiality and cybersecurity best practices.
- Audits: Regular security assessments of systems and processes.
6. Third-Party Sharing
We do not sell or rent your personal information to third parties. We may only share information with trusted service providers who assist us in delivering services to you, and only under strict confidentiality agreements.
7. Your Choices and Rights
You have the right to:
- Access and review the personal information we hold about you
- Request corrections or deletions of inaccurate information
- Withdraw consent for data use (where applicable)
To exercise any of these rights, please contact us at zeeshan@riverlinetax.com.
8. Updates to This Policy
We reserve the right to update this Privacy Policy from time to time to reflect changes in regulations or our service offerings. Updates will be posted to this page with an updated effective date.