Privacy Policy
Eagle Accounting & Tax
Effective Date: January 1, 2026
At Eagle Accounting & Tax, we value the trust you place in us. Protecting your personal and financial information is a responsibility we take seriously. As a provider of tax and accounting services, we are required by law to inform you of our policies regarding the collection, use, and safeguarding of your non-public personal information (NPI).
Information We Collect:
We collect non-public personal information from the following sources:
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Information provided by you on applications, tax organizers, questionnaires, and other forms (such as name, address, Social Security Number, income, and financial details).
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Information related to transactions between you and our firm, affiliates, or service providers (such as billing information and financial activity).
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Information received from third parties, including financial institutions, payroll providers, or investment advisors, only with your written authorization.
This information is used strictly to provide tax preparation, accounting, consulting, and related financial services.
Disclosure of Information:
We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted or required by law.
Under Internal Revenue Code Section 7216, we are prohibited from sharing your tax return information with third parties for any purpose other than tax preparation without your explicit written consent.
We do not sell, rent, or share client information with marketers or unrelated third parties.
Data Security & Protection:
We maintain physical, electronic, and procedural safeguards to protect your personal information.
Our security practices include:
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Encrypted communications through secure client portals
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Restricted access controls to ensure only authorized personnel can access client data
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Written Information Security Plan (WISP) in compliance with the FTC Safeguards Rule
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Secure storage and handling of sensitive documents and financial records
These measures are designed to protect your information from unauthorized access, disclosure, or misuse.
Website & Cookies:
Our website, www.eagleacctgtax.com, may use cookies to improve functionality and user experience. These cookies do not collect non-public personal information unless you voluntarily submit information through a secure form or client portal.
For your protection, we strongly advise clients not to send Social Security Numbers or sensitive financial information through standard email or general contact forms.
Mobile Communication & SMS Policy:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
You may opt out of receiving text messages at any time by replying STOP. Message and data rates may apply.
Your Rights:
You have the right to:
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Review the personal information we maintain about you
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Request corrections to inaccurate information
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Ask questions about how your data is handled
If you close your account or become an inactive client, we will continue to protect your information according to this privacy policy.
Contact Us:
If you have any questions regarding this Privacy Policy, please contact us:
Luke Joseph, MST, MBA
Eagle Accounting & Tax
2009 15 Mile Rd
Sterling Heights, MI 48310
Phone: (248) 301-1040 | (248) 657-0665
Email: [email protected]
