Privacy

The AlldayCPA® Group wants to assure you that your privacy and confidential information are important to us. And, we are required by law to comply with specific data-sharing regulations. Below is our privacy policy as it relates to your confidential information.

Privacy Policy

We collect nonpublic personal information about you, your spouse and dependents and your businesses from various sources, including:
  • Interviews with you and others regarding your tax situation/information
  • Tax 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 or others provide that are required to process tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
  • Electronic tools and applications used to collect, store, reconcile and compile such information
  • Any other documents you or others provide to us to assist in the preparation of your tax return.
We collect this information in order to provide accounting services, business advisory services, tax planning, tax preparation, personal and business financial planning, retirement planning, insurance and real estate services.  We restrict access to your personal information to employees who need such information in order to provide services for you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal confidential information.  The following affiliated parties are owned by Danny Allday and will have access to your personal information:
  • Danny Allday, Certified Public Account, Century21 Realtor, Investment Advisor Representative
  • The Allday Consulting Group dba AlldayCPA Group
  • Allday/Ansardi Investment Advisors
  • Deborah Allday, Accountant, Tax Preparer, QuickBooks Advanced Certified ProAdvisor

As required by law, other than those mentioned above and employees or contractors working for those listed above, we do not disclose any of your nonpublic personal information to anyone else, unless so instructed by you in writing.  If you have any questions about this privacy policy, please ask to speak with Danny or Debbie Allday.