Security Privacy Policy

Our Commitment to Your Privacy and Confidential Information

The AlldayCPA® Group wants to assure you that your privacy and confidential information are important to us. And, we are required by law to comply with specific data-sharing regulations. Below is our detailed privacy policy outlining how we handle your personal information.

Information Collection

We collect nonpublic personal information about you, your spouse and dependents, and your businesses from various sources, including:

Interviews regarding your tax situation/information
Tax Organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
Tax-related documents required to process returns (e.g., Forms W-2, 1099R, 1099-INT, 1099-DIV, stock transactions)
Electronic tools and applications used for information collection, storage, reconciliation, and compilation
Any other documents provided to assist in tax return preparation

Purpose of Information Collection

We collect this information to provide:

Accounting services
Business advisory services
Tax planning and preparation
Personal and business financial planning
Retirement planning
Insurance and real estate services

Information Protection

Access to your personal information is restricted to employees who need it to provide services
We maintain physical, electronic, and procedural safeguards that comply with federal regulations

Information Sharing

The following affiliated parties, owned by Danny Allday, will have access to your personal information:

Danny Allday, Certified Public Account, Century21 Realtor, Investment Advisor Representative
The Allday Consulting Group, dba AlldayCPA Group
Allday/Ansardi Investment Advisors
Deborah Allday, Accountant, Tax Preparer, and QuickBooks Advanced Certified ProAdvisor

Confidentiality

As required by law, we do not disclose any of your nonpublic personal information to anyone else, unless instructed by you in writing. This excludes the affiliated parties and employees/contractors mentioned above.

Questions or Concerns

If you have any questions about this privacy policy, please ask to speak with Danny or Debbie Allday.

Your Trust is Our Priority

We understand the sensitive nature of the information you share with us. Our privacy policy is designed to ensure that your personal and financial data is protected at all times. We continually review and update our practices to maintain the highest standards of security and confidentiality.