Privacy Policy

Effective Date: July 1, 2025

At North Haven Tax & Advisory, we value your trust and are committed to respecting and protecting your privacy. This notice describes our privacy policy as it relates to the collection, use, retention, and security of your nonpublic personal information.

Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained with your authorization. This can include, but is not limited to, the following:

  • Name, address, Social Security Number, and other identification numbers

  • Financial and tax information

  • Employment, investment, and banking information

  • Information from tax organizers, worksheets, or other documents

How We Use Your Information

We use your personal information to provide you with tax preparation, tax planning, bookkeeping, and related accounting services. Your information is only used and disclosed as necessary to:

  • Complete transactions and services you request

  • Comply with federal, state, and local laws and regulations

  • Respond to subpoenas, court orders, or legal process as required by law

Information Disclosure

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you.

We do not sell or share your information for marketing purposes.

Security of Your Information

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards to protect your information in compliance with federal and state regulations.

Changes to Our Policy

We reserve the right to change this policy at any time. If there are material changes to our policy, we will provide you with a revised notice.

Questions?

If you have any questions about our privacy policy, please contact:

North Haven Tax & Advisory
northhaventax@gmail.com