1. Information we collect
We may collect the following types of information: • Personal Information — Name, address, email address, phone number, Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), and date of birth. • Financial Data — Income information, tax documents, bank account details, and investment records. • Business Information — Business structure, payroll data, revenue, and expense records. • Website Usage Data — IP address, browser type, pages visited, and cookies.
2. How we use your information
We use the information we collect to: • Prepare and file tax returns on your behalf • Provide IRS representation services • Process ITIN applications • Deliver accounting, bookkeeping, and payroll services • Provide business consulting and advisory services • Communicate with you about your account and services • Improve our website and client experience • Meet legal and regulatory obligations
3. Sharing your information
We do not sell, rent, or trade your personal information. We may share your information only with: • The IRS and relevant tax authorities as required for tax filing and representation • Trusted service providers who assist in delivering our services, bound by confidentiality agreements • As required by law, regulation, or legal process • With your explicit written consent
4. Data security
We implement robust security measures to protect your information, including: • Encrypted data transmission (SSL/TLS) • Password-protected systems and secure client portals • Limited access restricted to authorized personnel only • Regular security assessments and updates
5. Your rights
You have the right to: • Access the personal data we hold about you • Request correction of inaccurate information • Request copies of your tax returns and financial documents • Withdraw consent for marketing communications • Request information about how your data is used
6. Cookies
Our website may use cookies to enhance your browsing experience, remember your preferences, and analyze website traffic. You can manage cookie settings through your browser preferences.
7. Retention
We retain tax records and financial documents for a minimum of 7 years in accordance with IRS regulations and professional standards. Personal information is retained only as long as necessary to fulfill the purposes outlined in this policy.
8. IRS Circular 230 disclosure
To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.
9. Changes to this policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The most current version will always be posted on our website.
10. Contact us
G and I Consulting Group Inc. 4250 N Fairfax Drive, Suite 600 Arlington, VA 22203 Phone: (703) 625-4933 Email: giandiconsultingroup@gmail.com
