Privacy
& Security.

Your trust is our most valuable asset. As an Enrolled Agent firm, we are bound by the highest federal standards of confidentiality and data protection.

1. Information We Collect

To provide expert tax preparation and IRS representation, we collect non-public personal information (NPI) from the following sources:

• Information provided on applications and tax organizers (SSNs, income, financial history).
• Information about your transactions with us or others (payment history, IRS transcripts).
• Documentation provided via our secure portal (W2s, 1099s, bank statements).

2. Zero-Email Security Policy

Brick Taxes does not accept sensitive financial documentation via standard email. Standard email is not secure. All document transmission must occur through our bank-grade encrypted Client Portal. This is non-negotiable for the protection of your identity and financial data.

3. Information Disclosure

We do not disclose any non-public personal information about our current or former clients to anyone, except as permitted or required by law. This includes disclosures to the IRS or State taxing authorities to file your returns or represent you in audits.

4. Security of Information

We restrict access to your personal and financial information to those employees who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations (IRS Circular 230) to guard your non-public personal information.

5. Third-Party Tools

We utilize elite industry tools to enhance your experience. These partners adhere to strict SOC-2 security compliance:

• TaxDome: Secure Document Storage & Workflow
• Calendly: Scheduling & Appointment Management
• Stripe: Encrypted Payment Processing