Privacy Policy

Effective Date: May 16, 2025

XIT CPA we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you engage with our tax and accounting services in the United States.

1. Information We Collect

In the course of providing our professional services, we may collect the following types of personal information:

  • Full name

  • Social Security Number (SSN)

  • Tax return data/documents

  • Financial documents and income details

  • Contact information such as phone numbers and email addresses

This information is collected directly from you through secure communications and documentation exchanges.

2. How We Use Your Information

We use your personal information solely to:

  • Provide tax preparation, accounting, and advisory services

  • Comply with legal and regulatory requirements

  • Communicate with you about your accounts or our services

We do not use your information for marketing purposes.

3. Information Sharing

We do not sell, rent, or share your personal information with any third parties. We may disclose your information only if:

  • Required by law or a legal process

  • Necessary to protect our legal rights or to comply with federal or state regulations

4. Cookies and Tracking Technologies

We do not use cookies or any tracking technologies on our website.

5. Children’s Privacy

Our services are intended for individuals over the age of 18. We do not knowingly collect or solicit information from anyone under the age of 13. If we become aware that we have collected personal information from a child under 13, we will delete that information immediately.

6. Data Security

We implement appropriate technical and organizational measures to protect the confidentiality, integrity, and availability of your personal information. While we take reasonable steps to secure your data, no system can be completely secure.

7. Your Rights and Choices

You have the right to:

  • Request access to your personal information

  • Correct or update your information

  • Request deletion of your personal data, subject to regulatory retention requirements

To exercise these rights, please contact us at strategy@xitcpa.com.

8. Changes to This Privacy Policy

We may update this Privacy Policy periodically. When we do, we will revise the "Effective Date" at the top. We encourage you to review this policy regularly to stay informed about how we are protecting your information.

9. Contact Us

If you have any questions or concerns regarding this Privacy Policy or your personal data, please contact us at:

Email: strategy@xitcpa.com