Privacy Policy

Effective Date: May 30, 2026

1. Introduction

Proffitt & Associates INC (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy and handling your personal and financial information with the utmost care and transparency. This Privacy Policy explains how we collect, use, disclose, store, and protect information when you visit our website at https://proffittassociates.net/, contact us, or engage our professional services.

By using our website or providing us with your information, you agree to the terms of this Privacy Policy. If you do not agree with the practices described herein, please do not use our website or submit your information to us.

2. Company Information

If you have any questions, concerns, or requests related to this Privacy Policy or the handling of your personal information, you may contact us at:

Company Legal Name: Proffitt & Associates INC

Address: 9100 Alaking Ct Ste 130 #120, Capitol Heights, MD 20743, United States

Email: info@Proffittassociates.net

Phone: 301-798-4051

Website: https://proffittassociates.net/

3. Information We Collect

We may collect the following categories of information from you:

3.1 Personal Identification Information

• Full legal name
• Date of birth
• Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
• Government-issued identification documents
• Home and mailing address
• Email address
• Phone number

3.2 Financial Information

• Income details and sources (wages, self-employment, investments, rental income, etc.)
• Bank account information
• Tax returns and prior year filings
• Business financial records, profit and loss statements
• Expense records, receipts, and invoices
• Investment and retirement account statements
• Payroll records
• Any other financial documents required to provide accounting, tax preparation, or advisory services

3.3 Business Information

• Business name, structure, and registration details
• Employer Identification Number (EIN)
• Business financial records
• Information about business owners, officers, or partners

3.4 Website Usage Information

• IP address and device identifiers
• Browser type and version
• Pages visited and time spent on pages
• Referring URLs
• Cookie data and other tracking technologies

3.5 Communications Data

• Emails, messages, and correspondence sent to or received from us
• Records of phone calls or SMS communications
• Forms submitted through our website

4. How We Use Your Information

We use the information we collect for the following purposes:

4.1 Service Delivery

• To provide tax preparation, accounting, bookkeeping, and related financial advisory services
• To fulfill our contractual obligations in connection with client engagements
• To respond to inquiries, questions, and service requests
• To send you documents, reports, and project-related materials relevant to your engagement with us

4.2 Client and Project Communication

• To communicate with you regarding your active projects, pending tasks, and work requirements
• To share updates, reminders, deadlines, and status reports related to your tax or accounting work
• To request additional information, documentation, or clarification needed to complete your project
• To send queries and follow-up questions required for the completion of your engagement

4.3 Marketing and Promotional Communications

With your consent or where otherwise permitted by applicable law, we may use your contact information to send you:

• Marketing materials about our services, promotions, and special offers
• Educational materials including newsletters, tax tips, financial planning guides, and informational content related to accounting and tax matters
• Announcements regarding updates to our services or changes in tax law that may affect you
• Invitations to webinars, events, or educational sessions hosted by our firm

You may opt out of receiving marketing and educational communications at any time. Please see Section 6 (Your Rights and Opt-Out Options) for instructions on how to do so.

4.4 Legal and Compliance Obligations

• To comply with applicable federal, state, and local laws and regulations
• To respond to legal processes, court orders, or government authority requests
• To protect the rights, property, or safety of our Company, clients, or others
• To fulfill professional obligations under applicable accounting and tax regulations

4.5 Business Operations

• To improve our website, services, and client experience
• To conduct internal record-keeping and auditing
• To detect, prevent, and address fraud, security issues, or technical problems

5. Collection of Personal and Financial Information for Project Requirements

As part of providing our professional accounting, tax preparation, and financial advisory services, Proffitt & Associates INC may request detailed personal and financial information from you. This information is collected solely for the purpose of fulfilling your service requirements and may include, but is not limited to, the items described in Section 3 of this Privacy Policy.

We understand the sensitive nature of personal and financial data and take the following measures to ensure its security and confidentiality:

• All personal and financial information provided to us is treated as strictly confidential
• Information is used exclusively for the purpose for which it was collected and to fulfill your project or service requirements
• Access to your information is restricted to authorized personnel who require it to perform their professional duties
• We do not sell, rent, or trade your personal or financial information to third parties
• We only share your information with third parties as necessary to fulfill your service requirements (e.g., tax agencies, payroll processors) or as required by law

6. How We Protect Your Information

The security of your personal and financial information is of paramount importance to us. We have implemented comprehensive technical and organizational measures to safeguard your data against unauthorized access, disclosure, alteration, or destruction.

6.1 Secure Cloud Storage

All client data and confidential information is stored on secure, enterprise-grade cloud servers. Our cloud infrastructure employs industry-standard security protocols to ensure the integrity and availability of your information. Data is stored with encryption both in transit and at rest, ensuring that your information remains protected at all stages.

6.2 Technical Safeguards

• Secure Socket Layer (SSL) / Transport Layer Security (TLS) encryption for all data transmitted through our website and communications
• Encrypted cloud storage systems for all client files and documents
• Access controls and authentication mechanisms to restrict access to authorized personnel only
• Regular security assessments and vulnerability monitoring
• Firewalls and intrusion detection systems

6.3 Administrative Safeguards

• Confidentiality agreements with all employees and contractors who have access to client information
• Training programs on data privacy and security best practices
• Strict need-to-know access policies
• Regular review of access permissions and security procedures

6.4 Physical Safeguards

• Secure physical facilities with restricted access
• Proper disposal of physical documents containing sensitive information

While we take all reasonable precautions to protect your information, please be aware that no method of data transmission or storage is completely impervious to security breaches. If you have reason to believe that your personal information has been compromised, please contact us immediately at info@Proffittassociates.net or 301-798-4051.

7. Your Rights and Opt-Out Options

7.1 Opting Out of Communications

You have the right to opt out of receiving marketing materials, educational content, and other promotional communications from us at any time. You may exercise this right through any of the following methods:

• Email: Send an email to info@Proffittassociates.net with the subject line “OPT OUT” or clearly stating your request to unsubscribe from communications
• SMS/Text Message: Reply to any SMS message you receive from us with the word “STOP” or “OPT OUT”
• Marketing Materials: Click on the “Opt Out,” “Unsubscribe,” or equivalent option included in our marketing emails and promotional materials

Upon receipt of your opt-out request, we will process your request within a reasonable time and remove you from the applicable communication lists. Please note that even after opting out of marketing communications, we may still contact you regarding active service engagements, legal obligations, or matters directly related to services you have contracted with us.

7.2 Access, Correction, and Deletion

Depending on applicable law, you may have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information, subject to legal and professional retention obligations
• Request restriction of processing of your personal information

To exercise any of these rights, please contact us at info@Proffittassociates.net or 301-798-4051.