Effective Date: January 1,2026
Last Updated: December 31, 2025
Scope
This Privacy Policy describes how we collect, use, disclose, and safeguard information in connection with our tax consulting, tax preparation, accounting services, education and continuing education programs for tax professionals, and our website and related communications. Certain categories of information, such as nonpublic personal information under the Gramm Leach Bliley Act (GLBA) and tax return information under Internal Revenue Code §7216, are subject to additional protections described below and may be exempt from portions of state privacy laws.
Information We Collect / Information You Provide
- Identification and contact details, such as name, email, phone, and mailing address
- Client onboarding information and documents
- Tax return information and financial records necessary to perform services
- Payment related information, processed by third party processors
- Education and training enrollment information
- Communications and support requests
Information we collect automatically
- Device, browser, and log information when you visit our website
- Cookie and pixel data for essential site functions, performance analytics, fraud prevention, and security
- Limited approximate geolocation derived from IP address
Information from third parties
- Information from tax authorities, financial institutions, payroll providers, and other advisors at your direction
- Public records and commercially available sources used for identity verification, compliance, or engagement purposes
How We Use Information
- Provide, operate, and improve tax, accounting, and education services
- Prepare and file tax returns, represent clients as authorized, and provide related advisory
- Verify identity, maintain security, detect and prevent fraud and abuse
- Comply with legal, regulatory, and professional obligations, including IRS, state tax, GLBA, and record keeping requirements
- Respond to inquiries, provide customer support, and communicate about our services and events
- Conduct training, certifications, continuing education, and manage enrollment
- Perform internal analytics to improve our website and services
- Send marketing communications where permitted and honor your choices
Data Retention
We retain your information as long as necessary to:
- Fulfill the purposes outlined in this policy
- Comply with IRS and legal record keeping requirements
- Resolve disputes and enforce agreements
How We Share Your Information
We do not sell your personal information.
We may share your information with:
- The Internal Revenue Service, IRS, and state tax authorities, as required
- Third party service providers, software, payment processors, and secure portals
- Legal or regulatory authorities when required by law
- Trusted partners assisting in service delivery, under confidentiality agreements
Data Security
We implement appropriate security measures to protect your information, including:
- Secure client portals
- Encryption and secure storage
- Restricted access to sensitive data
While we take reasonable steps to protect your information, no system is 100% secure.
Your Rights and Choices
Depending on your location, you may have rights to:
- Access, correct, or delete personal information
- Receive a portable copy of certain information
- Opt out of targeted advertising, sale, or profiling for decisions with legal or similar significant effects
- Limit the use or disclosure of sensitive personal information, where applicable
- Withdraw consent where processing is based on consent
To exercise rights, contact yolandafinancialservice@outlook.com or call 215-598-2106. We will verify your request and respond within the time required by law. Authorized agents may act on your behalf with proof of authorization and identity verification. You will not be discriminated against for exercising your rights.
Tax Return Information, IRC §7216
Tax return information you provide for tax preparation or related services is subject to IRC §7216 and its regulations. We will not disclose or use your tax return information for purposes other than preparing, assisting in preparing, or providing services in connection with your tax return unless permitted by law or with your signed, written consent meeting IRS requirements. We maintain required records and safeguards consistent with these rules.
Cookies and Similar Technologies
We use essential cookies for site functionality and security, and may use analytics cookies to understand usage and improve performance. You can control cookies through your browser settings. If your browser sends a Global Privacy Control, GPC, signal, we will treat it as an opt out for targeted advertising where applicable.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to:
- Improve user experience
- Analyze website traffic
- Customize content
You can adjust your browser settings to refuse cookies if desired.
Third Party Links
Our website may link to third party sites or services. Their privacy practices are governed by their own policies. Review those policies carefully.
Children’s Privacy
Our services are not directed to children under 13, and we do not knowingly collect personal information from them. If you believe a child has provided us information, contact us and we will take appropriate action.
International Data Transfers
If you access our website or services from outside the United States, your information may be processed in the U.S. and other jurisdictions with different data protection laws. We implement appropriate safeguards, such as standard contractual clauses, when required.
Marketing Communications
You may opt out of marketing emails by using the unsubscribe link in any email or by contacting us at yolandafinancialservice@outlook.com. We will continue to send non marketing messages related to your account, services, or legal notices.
Changes to This Policy
We may update this Privacy Policy from time to time. The “Effective date” at the top indicates when it was last revised. Material changes will be posted on our website and become effective when posted unless otherwise required by law.
If you have any questions about this Privacy Policy, please contact:
