Shatley Accounting Group Privacy Policy

Your privacy is important to us. This privacy policy explains how we collect, use, and protect your nonpublic personal information.

Information We Collect. We collect nonpublic personal information about you from various sources, including:

Interviews regarding your tax situation. Applications, 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 provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and

stock transactions. Mobile Information: If you opt-in to our SMS service, we collect your phone number to send authentication codes (OTP) and service- related notifications.

Disclosure of Information

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.

Mobile Information Opt-In: > Not withstanding any other provision of this policy, mobile information and SMS opt-in data will not be shared with,

sold, or rented to third parties or affiliates for marketing or promotional purposes.

Security and Safeguards

We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or

services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal

information. Our SMS authentication (OTP) is one such procedural safeguard designed to ensure that only authorized users can access your sensitive tax data and documents.