Privacy Policy | Harbor Point Tax Adv

Harbor Point Tax Advisors, LLC (“we,” “us,” or “our”) is committed to protecting your privacy
and safeguarding the personal and financial information you share with us. This Privacy Policy
outlines how we collect, use, disclose, and protect your information in compliance with
the Gramm‐Leach‐Bliley Act (GLBA) Privacy Rule, IRS regulations, and professional
standards applicable to Enrolled Agents.

1. Information We Collect

We may collect personal and financial information needed to provide tax, advisory, bookkeeping,
payroll, and consulting services. This includes but is not limited to:

Name, address, phone number, and email
Social Security numbers, Employer Identification Numbers
Financial statements, payroll data, and tax documents
Bank account and income details
Business records and accounting files

We only collect information that is necessary to provide professional tax and accounting
services.

2. How We Use Your Information

Your information is used solely for lawful purposes, including:

Preparing and filing tax returns
Providing tax advisory, compliance, and representation services
Providing bookkeeping, payroll, and business consulting
Identity verification and fraud prevention
Communicating regarding your account or services

We do not sell or distribute client information for advertising, marketing, or non‐service
purposes.

3. Secure Transmission & Storage (Canopy SOC 2 Compliance)

All client documents and sensitive data are transmitted and stored through Canopy, a secure tax
and accounting platform with SOC 2 certification for data protection.

Security Measures Include:

End‐to‐end encrypted document transfers
Secure client portal access
User authentication and restricted data permissions
Internal data access protocols and audit trails

Clients are required to submit documents through the secure portal to ensure full protection and
compliance with IRS data security standards.

4. Disclosure of Information

We do not disclose client information to third parties except:

When required to provide contracted services (e.g., e‐file providers, payroll processors)
When authorized by you in writing
When required by law, court order, or government agency (including the IRS)
To protect against fraud or unauthorized transactions

Any permitted disclosures follow GLBA confidentiality requirements.

5. GLBA Privacy Rule Compliance

As a provider of tax and financial services, Harbor Point Tax Advisors, LLC complies with
the Gramm‐Leach‐Bliley Act Privacy Rule, which requires:

Safeguarding of customer financial information
Providing privacy notices explaining information practices
Offering protections against unauthorized disclosure
Maintaining secure data handling and storage procedures

We are legally required to protect your information and will continue to do so even if you are no
longer a client.

6. Professional Credential Notice & Circular 230 Compliance

Harbor Point Tax Advisors, LLC is owned and operated by an Enrolled Agent (EA), a federally
authorized tax practitioner licensed by the U.S. Treasury. As an EA:

We are permitted to represent clients before the IRS in audits, collections, and appeals.
We are required to comply with Circular 230, including ethical standards, due diligence requirements, and legal restrictions on tax advice and representation.
Any federal tax advice provided is governed by Circular 230 and is not intended or written to be used for the purpose of avoiding penalties under the Internal Revenue Code unless expressly stated to meet those requirements.

7. Client Rights

You have the right to:

Request a copy of your stored information
Request corrections to inaccurate data
Request clarification regarding this privacy policy
Limit disclosure of your nonpublic information where permissible by law

8. Data Retention

We retain client records only for the period necessary to comply with IRS regulations, legal
requirements, and professional standards.

9. Updating This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted with a
revised effective date.

10. Contact Information

For questions about this Privacy Policy or to request information regarding your data, contact:

Email: Landon@harborpointtaxadvisors.com
Phone: (210) 598 - 7888