Privacy Policy of SK Tax Addison LLC

Effective Date: 05.08.2025

At SK Tax Addison LLC ("we," "us," or "our"), we take your privacy seriously. This Privacy Policy explains how we collect, use, store, and protect personal information when you engage with us, whether through our office in Chicago, Illinois, via our website, or through any other communication channel.

1. Who We Are

SK Tax Addison LLC is a Certified Public Accounting firm based in Chicago, IL, offering tax preparation, accounting, and advisory services to individuals, families, and businesses. We are committed to safeguarding your personal and financial information with professionalism and care.

2. What Personal Information We Collect

We collect personal information directly from you or through third-party sources as part of providing professional services. This may include:

Contact Information

• Full name
• Home or business address
• Email address
• Phone number

Identification & Tax Data

• Social Security number or Taxpayer Identification Number (TIN)
• Date of birth
• Government-issued ID (e.g., driver’s license)
• IRS forms and tax records

Financial & Employment Details

• Bank account or routing numbers (for refunds/payments)
• Income, deductions, and financial documents
• Employer and income history
• Investment and asset details

Online & Device Data (if using our website)

• IP address and browser type
• Pages visited, referral sources
• Communication preferences

We only collect data that is necessary to fulfill our services or comply with legal obligations.

3. How We Use Your Information

We use your information to:

• Prepare and file tax returns and other compliance documents
• Provide accounting, advisory, and business consulting services
• Respond to your inquiries and schedule appointments
• Communicate about tax deadlines, service updates, and regulatory changes
• Detect fraud or unauthorized access
• Meet obligations under IRS, state, and financial regulations
• Maintain internal records and audit trails

We will not use your personal information for any purpose unrelated to our services without your explicit consent.

4. How We Share Your Information

We do not sell or rent your personal data.

We may disclose your information only when necessary and in the following cases:

• To authorized service providers (e.g., secure data hosting, document storage, e-signature platforms)
• To the IRS, Illinois Department of Revenue, or other government authorities when required
• With your express consent, such as for mortgage verification or financial planning
• If legally required by subpoena, audit, or court order
• In case of a firm merger, acquisition, or legal restructuring, under strict confidentiality protections

All third parties with whom we share information are contractually required to safeguard your data.

5. Data Retention and Protection

We retain your personal information only for as long as necessary to fulfill legal, tax, and operational requirements.

We employ industry-standard security measures including:

• Password-protected systems
• Encrypted email communication
• Physical office safeguards
• Regular staff training in confidentiality and compliance

Despite our best efforts, no system is completely secure. We encourage clients to avoid sending sensitive personal data via unencrypted email.

6. Your Rights and Choices

As a resident of Illinois and under applicable U.S. privacy laws, you have the right to:

• Request access to or correction of your personal data
• Limit the data you share with us (though this may impact the services we can provide)
• Opt out of receiving non-essential communications
• Request deletion of your data after services are complete (where permitted by law)

To exercise these rights, please contact us at:
[Insert your firm’s contact email]
[Insert office phone number]

7. Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from individuals under the age of 16. If such information is inadvertently provided, we will delete it promptly.

8. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website with the revised effective date. Your continued use of our services indicates acceptance of the updated policy.