Privacy Policy
Your privacy and the security of your financial data are our highest priorities.
Effective Date
This Privacy Policy is effective as of 2026 and applies to all services provided by New Wave Accounting.
Information We Collect
We collect information that you provide directly to us, including:
- Contact information (name, email address, phone number, mailing address)
- Business information (company name, industry, revenue, employee count)
- Financial records and tax documents provided for accounting services
- Communications and correspondence between you and our team
- Information submitted through our consultation request forms
How We Use Your Information
We use the information we collect to:
- Provide bookkeeping, controller, CFO, and tax services
- Prepare financial statements, tax returns, and other deliverables
- Communicate with you about your account and our services
- Respond to inquiries and consultation requests
- Improve our services and client experience
- Comply with legal and regulatory obligations
Data Security
We implement industry-standard security measures to protect your personal and financial information. This includes encrypted data transmission, secure cloud storage, access controls, and regular security assessments. We partner with established accounting software providers that maintain SOC 2 compliance and other relevant security certifications.
Data Retention
We retain your information for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Tax records and supporting documentation are retained in accordance with applicable federal and state record-keeping requirements.
Sharing of Information
We do not sell, rent, or share your personal information with third parties for their marketing purposes. We may share information with:
- Service providers who assist in delivering our services (e.g., cloud accounting platforms, secure file sharing)
- Professional advisors such as legal counsel when necessary
- Government authorities when required by law, such as for tax filing purposes
Your Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information, subject to legal retention requirements
- Opt out of marketing communications
To exercise any of these rights, please contact us using the information on our Contact page.
Cookies and Tracking
Our website may use cookies and similar technologies to enhance your browsing experience, analyze site traffic, and understand user behavior. You can control cookie preferences through your browser settings.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website with a revised effective date.
Contact Us
If you have any questions about this Privacy Policy or how we handle your information, please visit our Contact page or reach out to us directly.