Skip to main content

Privacy Policy

This policy explains how Edward Torres, CPA PC collects, uses, and protects personal and tax-related information.

1. Information We Collect

We collect contact details, tax information, and documents you provide to deliver accounting, tax, and advisory services.

  • Name, email, phone number, and address.
  • Tax and financial records submitted via secure portal or email.
  • Basic website technical data (for security and analytics).

2. How We Use Information

We use data only to operate our professional engagement and satisfy regulatory requirements.

  • Prepare tax returns and financial reports.
  • Respond to inquiries and schedule appointments.
  • Meet legal, professional, and fraud-prevention obligations.

3. Legal Basis and Confidentiality

We process data under professional confidentiality duties and applicable privacy laws.

  • Access is restricted to authorized personnel.
  • Service providers are bound by confidentiality obligations.
  • Internal controls protect sensitive client data.

4. Sharing with Third Parties

We do not sell personal information. We share data only when required to deliver services or comply with law.

  • Technology and portal providers with security controls.
  • Tax authorities when legally required.
  • Legal advisors or auditors when necessary and permitted.

5. Retention and Security

We retain records for as long as needed for services, tax obligations, and legal defense.

  • Encryption and access controls.
  • Periodic review of security practices.
  • Secure disposal when records are no longer required.

6. Your Rights

You may request access, correction, or deletion of certain data, subject to legal/professional limits.

  • Requests: file@etcpa.com
  • You may also write to our Queens or Manhattan offices.
  • We respond within a reasonable period under applicable law.

Last updated: February 26, 2026.