Privacy Policies

The nature of this firm's work requires the collection of certain non-public information. This financial and personal information is collected from the following sources. 

-    Interviews and conversations with clients and affiliates regarding your tax situation,
-    Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data,
-    Tax-related documents you provide that are required for processing tax returns, including, but not limited to, Forms W-2, 1099-R, 1099-INT, and 1099-DIV

This firm may also review banking and credit card information about clients in the performance of receipt of payment. Under this policy, all information obtained about you will be provided by you or obtained with your permission.

This firm does not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law. Access to personal information concerning you, except to employees who need such information in order to provide products or services to you, is restricted. This firm maintains physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information. As a client of this firm, you are entitled to receive and review a copy of this firm’s Written Information Security Plan (WISP), as set out in the Gramm-Leach Bliley Act of 1999 and IRS Pub. 4567.

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Last Updated 11 November 2026

 

Equitable Accounting & Tax Services, PLLC is committed to protecting your privacy and personal data. This Privacy Policy (“Policy”) explains how this firm collects, uses, discloses, and protects your personal data when you visit this website, and use this firm’s services. As a Michigan-based limited liability company, this firm is not bound to any specific privacy law, but strives to follow the guidance set out by various privacy frameworks, including:
-    General Data Protection Regulation (GDPR)  
-    California Consumer Privacy Act (CCPA) / California Privacy Rights Act (CPRA) 

Notice to California Residents: As a resident of the state of California, this firm is required to be in compliance with the CCPA and CRPA when providing services to you. 

By using this website, you agree to the collection and use of personal data in accordance with this Policy.

Introduction and Scope
This Policy applies to all personal data processed by Equitable Accounting & Tax Services, PLLC in connection with this firm’s services and website visitors. 

Contact Details: 
Edgar Espinoza Reedy, EA
5103 Eastman Ave, Ste 173
Midland, MI 48640
(989) 303-8091

edgar@equitableacct.com

Data Protection Officer (DPO) / Privacy Contact:
Same as Above

This firm encourages you to read this Policy carefully to understand practices regarding your data and how it will be treated.

Information Collected
This firm collects various types of information for different purposes to provide and improve services to you. This firm only collects data that is necessary for the stated purposes.

Personal Data:
This includes information that can be used to identify you directly or indirectly. The categories of personal data that may collected include:
-    Identifiers: Name, email address, postal address, phone number, IP address, unique personal identifiers, online identifiers. 
-    Commercial Information: Records of products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.
-    Financial Information: Payment card details (processed securely by third-party payment processors; we do not store full payment card numbers), billing address.
-    Account Information: Username, password, preferences, feedback.
-    Communications: Information you provide when contacting us, such as customer support inquiries, survey responses.
-    Professional or Employment-Related Information: Job title, company name (if you interact with this firm in a business capacity).
-    Education Information: (If relevant to provided services, e.g., educational platforms).

Usage Data:
When you access this website, this firm may automatically collect certain information, including:
-    Device Information: IP address, browser type, browser version, operating system, unique device identifiers.
-    Usage Patterns: Pages visited, time spent on pages, referral source, navigation paths, clickstream data.
-    Location Data: General location derived from your IP address.
-    Cookies and Tracking Technologies: Information collected through cookies, web beacons, and similar technologies.

Sensitive Personal Information:
This firm does not collect sensitive personal information (e.g., health data, racial or ethnic origin, political opinions, religious or philosophical beliefs, genetic data, biometric data, sexual orientation). If, for a specific service, this firm needs to collect such data, this firm will clearly inform you, explain the purpose, and obtain your explicit consent or rely on another lawful basis as required by applicable global privacy laws.

Tracking Technologies:
This firm and our third-party partners may use a variety of tracking technologies to collect information about your interactions with our website and services. These include:
-    Cookies: Small text files stored on your device that help this firm remember your preferences, enable functionality, and analyze site usage. These are set by both this website (first-party cookies) and via our partners (third-party cookies).
-    Tracking Scripts / Analytics Tools: Software (such as Google Analytics, Meta Pixel, Microsoft Clarity, or similar) that collects information about how you interact with this website.
-    Web Beacons / Pixels: Tiny graphic images or scripts embedded in web pages or emails that track whether you have accessed certain content or opened an email.
-    Local Storage: Technologies such as HTML5 local storage and browser cache, which store information locally on your device for faster access and improved experience.
-    Session Storage: Temporary storage of data during your browser session, which is cleared when you close your browser.
-    Flash Cookies: Also known as “local shared objects,” these can store preferences and activity data across sessions and browsers.
-    Device Fingerprinting: Techniques that analyze information from your device, such as browser type, operating system, and settings, to uniquely identify your device.
-    Software Development Kits (SDKs): Code embedded in our mobile applications to enable tracking across mobile devices.
-    Log Files: Automatically recorded information about your device and usage upon each visit.

These technologies may be used for purposes such as enabling website functionality, remembering user preferences, providing analytics, enabling personalized content or ads, and maintaining the security of this firm’s services.
You may adjust your browser or device settings to limit or disable some tracking technologies, though certain features may not function properly without them.

How This Firm Uses Your Information 
This firm uses the collected data for various purposes, based on specific legal bases:
-    To Provide and Maintain This Firm’s Services: Including to process your transactions, manage your account, and deliver the services you request.
-    To Improve and Personalize Our Service: To understand how you use our services, develop new features, and tailor content to your preferences.
-    To Comply with Legal Obligations: To meet our regulatory and legal requirements, such as tax and accounting obligations.

How This Firm Shares Your Information 
This firm may share your personal data with third parties in certain circumstances, always ensuring appropriate safeguards are in place.  

Service Providers: This firm may engage third-party companies and individuals to facilitate our services, perform service-related services, or assist us in analyzing how our service is used (e.g., hosting providers, payment processors, analytics providers, email service providers). These third parties have access to your personal data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.

Legal Requirements: This firm will disclose your data when it is legally required to do so, such as when responding to a subpoena or lawful court order.

With Your Consent: This firm may disclose your personal data for any other purpose with your explicit consent.

Aggregated or De-identified Data: We may share aggregated or de-identified information that cannot reasonably be used to identify you.

International Data Transfers
Your information, including personal data, will not be transferred to — or maintained on — servers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.

Data Security and Retention 
Data Security:

This firm employs industry-standard technical and organizational security measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction. These measures include:
-    Encryption: Using SSL/TLS encryption for data in transit (HTTPS).
-    Access Controls: Restricting access to personal data to authorized personnel only.
-    Data Minimization: Collecting only necessary data.
-    Regular Security Audits: Conducting periodic reviews of our security practices.
-    Employee Training: Educating staff on data protection and security.
-    Pseudonymization/Anonymization: Where feasible and appropriate.
While this firm strives to use commercially acceptable means to protect your personal data, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, this firm cannot guarantee its absolute security.

Data Retention:

This firm will retain your personal data only for as long as is necessary for the purposes set out in this Policy, unless a longer retention period is required or permitted by law (e.g., for legal, tax, or accounting purposes).
When this firm no longer needs your personal data, it will be securely deleted or anonymized in accordance with applicable law.

Your Data Protection Rights
Depending on your location and applicable privacy laws, you have various rights regarding your personal data. This firm is committed to facilitating the exercise of these rights.

General Rights (Applicable Broadly, e.g., GDPR, CCPA, LGPD, PIPEDA, APPI, APPs):
-    Right to Be Informed: You have the right to know what personal data is collected, why it was collected, and how it is/was used. This Policy serves to fulfill this right.
-    Right of Access: You have the right to request a copy of the personal data held about you.
-    Right to Rectification (Correction): You have the right to request that this firm correct any inaccurate or incomplete personal data held about you.
-    Right to Erasure (Deletion / “Right to Be Forgotten”): You have the right to request the deletion of your personal data under certain circumstances (e.g., if the data is no longer necessary for the purposes for which it was collected).
-    Right to Restrict Processing: You have the right to request that this firm restrict the processing of your personal data under certain conditions (e.g., if you contest the accuracy of the data).
-    Right to Data Portability: You have the right to receive your personal data in a structured, commonly used, and machine-readable format and to transmit that data to another controller, where technically feasible.
-    Right to Object: You have the right to object to the processing of your personal data based on legitimate interests or for direct marketing purposes.
-    Rights in Relation to Automated Decision-Making and Profiling: You have the right not to be subject to a decision based solely on automated processing, including profiling, which produces legal effects concerning you or similarly significantly affects you, unless certain exceptions apply.
-    Right to Withdraw Consent: Where this firm relies on your consent to process your personal data, you have the right to withdraw that consent at any time. This will not affect the lawfulness of processing based on consent before its withdrawal.

Specific Rights by Region:
-    For California Residents (CCPA/CPRA):
     -   Right to Know: You have the right to request that this firm disclose the categories and specific pieces of personal information it has collected, the categories of sources from which personal information is collected, the business or commercial purpose for collecting, selling, or sharing personal information, and the categories of third parties to whom we disclose personal information.
     -    Right to Opt-Out of Sale or Sharing: You have the right to opt-out of the “sale” or “sharing” of your personal information (as defined by CCPA/CPRA) for cross-context behavioral advertising. This firm provides a prominent “Do Not Sell or Share My Personal Information” link on our website footer.
     -    Right to Limit Use and Disclosure of Sensitive Personal Information: You have the right to limit the use and disclosure of your sensitive personal information (as defined by CCPA/CPRA) to only that which is necessary to perform the services or provide the goods reasonably expected by an average consumer who requests those goods or services. This firm provides a prominent “Limit the Use of My Sensitive Personal Information” link on this website’s footer.
     -    Right to Non-Discrimination: This firm will not discriminate against you for exercising any of your CCPA/CPRA rights.
     -    Right to Correct Inaccurate Personal Information.

How to Exercise Your Rights:

To exercise any of these rights, please contact this firm at the above mentioned address and/or telephone number. This firm will respond to your request within the time frames required by applicable law (e.g., 30 days under GDPR, 45 days under CCPA). This firm may need to verify your identity before fulfilling your request. You may exercise your rights free of charge, unless requests are manifestly unfounded or excessive. 

Children’s Privacy
This firm’s service is not intended for individuals under the age of 16. This firm does not knowingly collect personally identifiable information from children without verifiable parental consent.
If you are a parent or guardian and you are aware that your child has provided this firm with personal data, please get in contact. If this firm becomes aware that it has collected personal data from children without verification of parental consent, steps are taken to remove that information from this firm’s servers.

Links to Other Websites
This firm’s services may contain links to other websites that are not operated by this firm. If you click on a third-party link, you will be directed to that third party’s site. You are strongly advised to review the privacy policy of every site you visit.
This firm has no control over and assumes no responsibility for the content, privacy policies, or practices of any third-party sites or services.

Changes to This Privacy Policy
This firm may update this Policy from time to time. You will be notified of any changes by posting the new Policy on this page and updating the “Last Updated” date at the bottom of this Policy.
You are advised to review this Policy periodically for any changes. Changes to this Policy are effective when they are posted on this page.

Complaints and Supervisory Authorities 
If you have concerns about this firm’s privacy practices, please contact us directly using the details provided above.
You also have the right to lodge a complaint with the relevant data protection supervisory authority in your jurisdiction:
-    For EU/EEA Residents: You can contact the data protection authority in your Member State. A list of authorities can be found here: [Link to European Data Protection Board (EDPB) list, if available, or instruct them to search for their local DPA].
-    For UK Residents: Information Commissioner's Office (ICO)
-    For Canadian Residents: Office of the Privacy Commissioner of Canada (OPC)
-    For Brazilian Residents: Autoridade Nacional de Proteção de Dados (ANPD)
-    For Australian Residents: Office of the Australian Information Commissioner (OAIC)
-    For California Residents: California Attorney General or the California Privacy Protection Agency (CPPA).