SGCS Financial Group, LLC is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Notice outlines how we collect, use, store, and protect the information you share with us.

1. Information We Collect

We may collect the following types of information when you engage our services or interact with our team:

Full name, address, phone number, and email address

Social Security Number or Taxpayer Identification Number

Financial records, tax documents, and employment information

Banking or payment information for billing purposes

Copies of identification for identity verification (as required by law)

Any other information you voluntarily provide

2. How We Use Your Information

We use your information strictly for the following purposes:

Preparing and filing tax returns

Providing bookkeeping, advisory, and other agreed-upon services

Verifying your identity as required by law

Responding to your inquiries or service requests

Complying with applicable laws and regulatory obligations

We do not sell, rent, or disclose your personal information to third parties for marketing purposes.

3. Information Sharing

We may share your information only under the following circumstances:

With your written consent

With our trusted employees, contractors, or partners who need the information to perform services

As required by law, court order, or government regulation

With tax authorities (IRS, state agencies) during the filing or representation process

All third parties with whom we share data are contractually obligated to maintain confidentiality and comply with privacy laws.

4. Data Security

We use appropriate administrative, technical, and physical safeguards to protect your data from unauthorized access, misuse, or disclosure. This includes secure client portals, encryption, and access controls.

5. Your Rights

You have the right to:

Access the personal data we hold about you

Request corrections or updates to your information

Withdraw your consent where applicable

Inquire how your data is being used

Requests can be made in writing by emailing Info@sgcsfinancialgroup.com

6. Retention of Data

We retain client records and information for a minimum of four (4) years, or as required by applicable law or professional guidelines, after which they are securely deleted or destroyed.

7. Updates to This Notice

We may update this Privacy Notice from time to time. All changes will be posted on our website or provided to you directly if required by law.