Privacy Policy

1. Introduction

Naidu Associates ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, share, and protect your personal and financial information when you visit our website, use our bookkeeping, tax preparation, and CFO advisory services, or contact us.

2. Information We Collect

We collect information that you voluntarily provide to us when booking a consultation, submitting forms, or engaging our accounting services. This includes:

• Contact Information: First name, last name, email address, phone number, and physical office address.
• Business Information: Company name, business entity type, payroll records, and financial accounts data.
• Tax Documents: Social Security Numbers (SSN), Employer Identification Numbers (EIN), W-2s, 1099s, bank statements, and other documents required to prepare your tax returns.
• Usage Data: Technical information about how you interact with our website, including your IP address and browser specifications.

3. How We Use Your Information

We use the collected information for specific, service-related purposes, including:

• Preparing and filing your federal, state, and local tax returns accurately.
• Setting up bookkeeping ledgers, payroll systems, and corporate formation structures.
• Communicating updates, consultation schedules, and audit queries.
• Ensuring compliance with IRS rules, tax codes, and other regulatory guidelines.

4. Information Sharing & Disclosure

We value your trust. We do not sell, rent, or trade your personal or financial data with third parties for marketing purposes. We only share information with:

• Tax Authorities: Government bodies like the IRS and state franchise tax boards to file returns on your behalf.
• Trusted Platforms: Professional, secure bookkeeping and database software tools (e.g. QuickBooks, Xero, Drake Software) used directly to perform service tasks.
• Legal Obligation: When required by law to comply with subpoenas, court audits, or IRS code mandates.

5. Security of Your Data

We implement comprehensive physical, electronic, and administrative safeguards to protect your personal and financial records. This includes encrypted file exchange portals, secured networks, and multi-factor authentication requirements for our accounting specialists.

6. Contact Us About Privacy

If you have any questions about this Privacy Policy, your data protection rights, or would like to request file access, please contact us at: