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PRIVACY POLICY‍

At Nina Guidi CPA, PLLC, we respect your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your data. Your specific Engagement Letter governs our professional relationship and takes precedence over this general policy.

Information We Collect

We may collect:

  • Contact information (name, email, phone number)

  • Business and financial information you share with us

  • Documents and data submitted through contact forms, TaxDome, or during consultations

How We Use Your Information

We use your information to:

  • Provide bookkeeping, tax planning, financial analysis, advisory, and related services

  • Communicate with you about your account and our services

  • Improve our services and respond to your inquiries

  • Comply with legal and regulatory obligations

How We Share and Protect Your Information

Sharing of Information

We do not sell, rent, or share your personal or business information with third parties for marketing purposes. We may share information only as necessary with:

  • Trusted service providers (such as QuickBooks Online and TaxDome)

  • Professional advisors, with your permission

  • As required by law or court order

TaxDome Secure Portal

We use TaxDome, a secure, industry-leading client portal designed for accounting professionals, to:

  • Securely share documents with you

  • Receive documents and information from you

  • Store and organize your financial records

TaxDome uses bank-level encryption, multi-factor authentication, and strict access controls. Only authorized members of our team have access to your information within the portal.

Data Security

We implement industry-standard security measures to protect your information. However, no method of transmission over the internet or electronic storage is 100% secure.

Your Rights

You have the right to request access to, correction of, or deletion of your personal information. We will respond to such requests within 30 days. To make a request, please contact us at info@ninaguidicpa.com.

Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on our website with the new “Last Updated” date. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact Us

If you have any questions about this Privacy Policy, please contact us at info@ninaguidicpa.com.