Privacy Policy – SDR Consulting Inc.

Effective Date: 5/8/2025

At SDR Consulting Inc., your privacy is important to us. This Privacy Policy outlines how we collect, use, store, and protect your personal and business information. As a New York-based tax and accounting firm, we comply with federal and New York State regulations, and we are committed to maintaining the highest standards of confidentiality and data protection.

1. Our Commitment to Confidentiality

We treat all information you provide to us with the utmost care and discretion. Your personal and business data will only be shared internally with authorized team members who require access to fulfill the work you've engaged us to do.

We will not disclose your information to anyone outside our firm without your explicit, written consent—unless required by law. For example, we will not share your information with lenders, attorneys, or other professionals unless you provide written authorization.

2. Secure Use of Technology

To provide timely and efficient service, we may use digital tools, including:
- Secure email platforms
- Encrypted cloud-based storage solutions
- Secure client portals
- Software applications hosted remotely over the internet

We use reasonable administrative, technical, and physical safeguards to protect your data, and we comply with applicable legal and professional standards related to data protection.

3. Use of Third-Party Service Providers

We may contract with trusted third-party service providers to assist in delivering our services. These providers are required to follow strict confidentiality and security protocols to protect your information. SDR Consulting Inc. retains responsibility for the integrity and oversight of your data in these arrangements.

4. Federal & State Disclosures Regarding Privileged Communications

Please note that information shared during a tax return engagement is confidential, but not necessarily privileged under federal law.

- Privileged communications (protected from IRS inquiry) apply only to non-criminal tax advice before the IRS or in non-criminal federal tax proceedings.
- If you believe your matter involves legal risks or requires privileged legal advice, we recommend that you consult an attorney.
- Communications with our firm are otherwise subject to disclosure under federal or state law when legally compelled.

5. Your Rights Under Applicable Law

You have the right to:
- Request access to your personal information on file
- Request correction of any inaccurate or outdated information
- Withdraw consent (when applicable), subject to legal or contractual limitations
- File a complaint with regulatory authorities if you believe your privacy rights have been violated

6. Governing Law

This Privacy Policy shall be governed by the laws of the State of New York. SDR Consulting Inc. is operated from Valley Stream, New York, and complies with applicable New York State privacy and security obligations.

7. Contact Us

If you have any questions or concerns about this Privacy Policy or how your information is handled, please contact us:

SDR Consulting Inc.
Phone: (516) 255-6603
Valley Stream, NY