Effective Date: 6/26/2025

1. Commitment to Your Privacy

At Stephens & Company, PLLC, we are committed to protecting your privacy and the confidentiality of your personal information. We adhere to all applicable federal and state privacy laws, including IRS regulations, FTC guidelines, and Arizona state laws.

2. Information We Collect

We collect and use various types of information as part of our tax, bookkeeping, payroll, and advisory services, including but not limited to:

Name, address, email, phone number

Social Security Number, Tax Identification Number

Financial information (income, deductions, banking details)

Employment and payroll information

Any other data provided to us by you for tax and accounting purposes

3. How We Use Your Information

Your information is used solely to provide professional services, comply with legal and regulatory requirements, and improve our services. We do not use your personal information for marketing or promotional purposes.

4. Information Sharing and Disclosure

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law. This may include:

Disclosures necessary to process and file your tax returns, or complete requested services

Disclosures to governmental authorities as required by law (e.g., IRS, Arizona Department of Revenue)

Disclosures to service providers who assist us in operating our business, subject to strict confidentiality agreements

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data consent; this information will not be shared with any third parties.

5. Data Security

We maintain physical, electronic, and procedural safeguards in compliance with federal (including IRS Publication 4557), FTC, and Arizona state standards to secure your personal information from unauthorized access, use, or disclosure. Measures include:

Use of encrypted, password-protected client portals for sharing sensitive documents

Secure physical storage of paper records

Limited access to client information by authorized personnel only

Regular staff training on privacy and security protocols

6. Your Rights

Under the law, you have the right to:

Access and review your personal information that we maintain

Request corrections to inaccurate or incomplete information

Receive a copy of this privacy policy annually and upon request

7. Retention and Disposal

We retain your personal information only as long as required by law or as necessary to provide our services. When no longer needed, information is securely destroyed according to IRS and Arizona guidelines.

8. Updates to This Policy

This policy may be updated periodically. Changes will be posted on our website and effective immediately upon posting.

9. Contact Information

If you have questions about this policy or our practices, please contact:

Stephens & Company, PLLC

Diane S. Jensen, Managing Director

612 N Beaver St.

Flagstaff, AZ 86001

(866) 530-9988

info@stephens.cpa