Privacy Policy

1. Introduction

eWealthMax (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of taxpayer information. This Privacy Policy explains how we collect, use, store, and safeguard personal and tax-related information in connection with our tax preparation, accounting, and IRS representation services. Our practices are designed to comply with applicable U.S. laws and professional standards, including Internal Revenue Service requirements and IRS Circulars.

2. Information We Collect

In order to provide tax and accounting services, we may collect the following categories of information:

• Personal Identifying Information: Name, address, email address, telephone number, date of birth, and government-issued identification
• Taxpayer Information: Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), income records, tax forms, filing history, and related documentation
• Financial Information: Bank account details, payment records, and financial statements when required for services
• Business Information: Employer Identification Number (EIN), business records, payroll data, and ownership details
• Technical Information: IP address, browser type, and usage data collected through cookies or similar technologies

We collect information only to the extent necessary to perform requested services and meet legal obligations.

3. Use of Taxpayer Information

Taxpayer information is used solely for legitimate business purposes, including:

• Preparing and filing tax returns and related forms
• Providing tax planning, compliance, and advisory services
• Representing clients before the Internal Revenue Service and other tax authorities when authorized
• Responding to IRS notices and correspondence
• Complying with federal and state laws, regulations, and professional obligations

We do not sell, rent, or trade taxpayer information.

4. Disclosure of Information

Taxpayer information may be disclosed only under the following circumstances:

• With the taxpayer’s express authorization
• To the Internal Revenue Service or other taxing authorities as required to provide authorized services
• To trusted service providers who assist in delivering services and are bound by confidentiality obligations
• When required by law, court order, or regulatory authority

All disclosures are limited to the minimum information necessary.

5. Taxpayer Confidentiality Obligations

We adhere to strict confidentiality standards applicable to tax professionals, including:

• Protection of taxpayer information under IRS regulations
• Professional conduct requirements under IRS Circulars
• Internal access controls restricting information to authorized personnel only

All staff and contractors with access to taxpayer information are required to maintain confidentiality and comply with data protection policies.

6. Data Security Measures

We implement reasonable administrative, technical, and physical safeguards designed to protect taxpayer information, including:

• Secure systems and encrypted data transmission where appropriate
• Access controls and authentication requirements
• Regular monitoring of systems for unauthorized access

While we take reasonable steps to protect information, no method of electronic transmission or storage is completely secure.

6. Data Retention

Taxpayer information is retained only for as long as necessary to:

• Fulfill the purposes outlined in this policy
• Comply with IRS recordkeeping requirements
• Satisfy legal, regulatory, or professional obligations

When information is no longer required, it is securely destroyed or anonymized.

8. Data Breach Response

In the event of a suspected or confirmed data breach involving taxpayer information, we will:

• Take prompt steps to contain and investigate the incident
• Notify affected individuals as required by applicable law
• Cooperate with regulatory authorities when necessary

9. Cookies and Website Usage

Our website may use cookies or similar technologies to improve functionality and user experience. These technologies do not collect tax return information.

Users may adjust browser settings to manage cookie preferences.

10. International Clients

For clients located outside the United States, information may be processed in the U.S. or other jurisdictions as necessary to provide services. We take reasonable steps to protect information regardless of location.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in legal requirements or business practices. Updated versions will be posted on our website with a revised effective date.

12. Contact Information

If you have questions regarding this Privacy Policy or our confidentiality practices, please contact: info@ewealthmax.com

We are committed to safeguarding taxpayer information in accordance with IRS regulations and applicable data protection laws.