Our Commitment to Your Privacy

AnchorPoint Tax Advisor, Inc. is committed to maintaining the confidentiality, integrity, and security of our clients’ personal and financial information. Protecting your personal identifiable information (“PII”) is a fundamental part of our professional responsibilities and ethical obligations as a tax planning and accounting firm.

This Privacy Policy explains how we collect, use, safeguard, and disclose client information.

Information We Collect

We collect nonpublic personal information about you that is necessary to provide tax planning, tax problem resolution, accounting, and related professional services. This information may include, but is not limited to:

  • Names, addresses, email addresses, and telephone numbers

  • Social Security numbers, taxpayer identification numbers, and dates of birth

  • Financial information such as income, assets, liabilities, account numbers, and transaction history

  • Tax records, returns, schedules, and supporting documentation

  • Information provided by you, your representatives, or third parties authorized by you

How We Use Your Information

We use client information solely for legitimate business and professional purposes, including to:

  • Prepare and file tax returns and related documents

  • Provide tax planning, advisory, accounting, and consulting services

  • Comply with legal, regulatory, and professional standards

  • Communicate with you regarding your services and obligations

We do not use client information for unrelated purposes.

Information Sharing and Disclosure

We do not sell, rent, or trade client information to third parties.

We may disclose client information only as necessary in the following limited circumstances:

  • To employees and authorized personnel of the firm who require the information to perform professional services

  • To third-party service providers (such as software providers, secure cloud platforms, or document storage services) solely to support client services, subject to confidentiality and data-security obligations

  • When required by law, regulation, subpoena, court order, or government authority

  • With your explicit consent or at your direction

All disclosures are limited to the minimum information necessary to fulfill the purpose.

Data Security and Safeguards

We maintain administrative, technical, and physical safeguards designed to protect client information from unauthorized access, disclosure, misuse, or loss. These safeguards include, but are not limited to:

  • Secure information systems and encrypted data transmission

  • Restricted access to client information on a need-to-know basis

  • Employee training on confidentiality and data-protection requirements

  • Secure storage and disposal of records in accordance with professional standards

We regularly review and update our security practices to address evolving risks.

Confidentiality Obligations

Our firm adheres to:

  • IRS regulations governing taxpayer data (including IRC §7216 and §6713)

  • Applicable federal and state privacy laws

  • Professional ethical standards for accountants and tax professionals

All firm personnel are required to comply with our confidentiality policies as a condition of employment or engagement.

Record Retention

We retain client records only for as long as necessary to fulfill professional, legal, and regulatory requirements. Records are securely destroyed when no longer required.

Your Rights and Responsibilities

You are responsible for providing accurate and complete information. You may request access to your information or request corrections where appropriate, subject to legal and professional obligations.

If you have questions about how your information is handled, we encourage you to contact us.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in laws, regulations, or business practices. Updated versions will be made available upon request or posted on our website, if applicable.

Contact Information

If you have any questions or concerns regarding this Privacy Policy or the handling of your personal information, please contact:

AnchorPoint Tax Advisor, Inc.

Tate Ensign
PO Box 956, Ravensdale, WA 98051

(360) 474-5892
office@aptaxadvisor.com