Legal

Privacy Policy

Last updated: September 2026

Finochio Tax & Advisory, LLC ("we," "us") respects your privacy. As a paid tax return preparer, we are required by federal law, including the Gramm-Leach-Bliley Act, the FTC Safeguards Rule, and Internal Revenue Code §7216, to protect your personal and financial information. This policy explains what we collect and how we protect it.

Information we collect

• Contact details you provide through our website, email, or phone.
• Information needed to prepare your returns: identification, income, deduction, and account information.
• Basic, non-identifying website analytics (such as pages visited).

How we use it

We use your information only to provide the services you request: preparing and filing returns, tax planning, and representing you before tax authorities. We do not sell your information, and we do not use or disclose your tax return information for any other purpose without your written consent, as required by IRC §7216.

How we protect it

• Documents are exchanged through an encrypted client portal, not plain email.
• We maintain a written information security plan in line with IRS Publication 4557.
• Access to client data is limited to those who need it to serve you, protected with multi-factor authentication.
• Records are retained only as long as required by law and then securely destroyed.

Your website form submissions

Please do not include Social Security numbers, account numbers, or other sensitive details in the website contact form. Form submissions are delivered to us by email through a third-party form service.

Contact

Questions about this policy? Email afinochio@ajfcpas.com or call (315) 751-0735.