Privacy Policy

ONCE Solutions Effective Date: [INSERT DATE] Last Updated: [INSERT DATE]

ONCE Solutions ("ONCE Solutions," "we," "us," or "our") provides accounting, bookkeeping, tax preparation, tax planning, and CFO advisory services. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website at [INSERT WEBSITE URL] (the "Site") or engage us for professional services.

By using the Site or engaging our services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use the Site or provide us with information.

1. Information We Collect

Information you provide directly:

Contact information submitted through forms on the Site (name, email address, phone number, business name)
Information provided when you book a consultation or financial assessment
Financial, tax, business, and personal information you provide to us as a client in the course of an engagement (which may include income, bank account, payroll, entity structure, Social Security or Employer Identification Number, and other sensitive financial data)
Any information you send us via email, phone, or through our client portal

Information collected automatically:

IP address, browser type, device information, and pages visited on the Site
Information collected through cookies and similar tracking technologies (see Section 6)

We do not knowingly collect more information through the Site than is necessary to respond to your inquiry, schedule a consultation, or provide services you've requested.

2. How We Use Your Information

We use the information we collect to:

Respond to inquiries and schedule consultations or assessments
Provide, manage, and bill for accounting, tax, and advisory services
Communicate with you about your engagement, including deadlines, deliverables, and requests for documentation
Comply with legal, regulatory, and professional obligations, including IRS and state requirements
Improve the Site and our services
Send administrative or, where you have separately consented, marketing communications

Tax Return Information. If you engage us for tax preparation services, our use and disclosure of your tax return information is governed by Internal Revenue Code Section 7216 and its accompanying regulations. We will not use or disclose your tax return information for purposes outside of preparing your return, or for other purposes such as marketing, without first obtaining your separate, specific written consent, as required by law. You may decline to provide this consent without affecting the tax preparation services themselves.

3. How We Share Your Information

We do not sell your personal information. We may share information in the following limited circumstances:

Service providers: With third-party vendors who support our operations, such as our accounting and bookkeeping software (e.g., QuickBooks Online), client portal, scheduling tools, payment processors, and email or CRM providers. These vendors are authorized to use your information only as necessary to provide services to us.
Professional obligations: With other licensed professionals (such as attorneys or financial advisors) when necessary to serve you, and only with your authorization.
Legal requirements: When required by law, subpoena, court order, or other legal process, or to comply with an examination or inquiry from a regulatory or professional licensing body (e.g., IRS, state board of accountancy).
Business transfers: In connection with a merger, acquisition, or sale of some or all of ONCE Solutions' assets, subject to standard confidentiality protections.

Any disclosure of client tax return information beyond what is described above requires your specific written consent under IRC §7216.

4. Data Security

As a provider of tax preparation services, ONCE Solutions is treated as a "financial institution" under the Gramm-Leach-Bliley Act and is subject to the FTC Safeguards Rule (16 C.F.R. Part 314). Consistent with these requirements, we maintain a written information security program and administrative, technical, and physical safeguards designed to protect client information from unauthorized access, use, or disclosure, including:

Encrypted, access-controlled client portals and cloud accounting systems
Restricted internal access to client financial data on a need-to-know basis
Ongoing evaluation of our vendors' security practices

No method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security. If we become aware of a data breach affecting your personal information, we will notify you and any applicable regulators as required by law. Because we serve clients across the United States, applicable breach notification requirements — including timing and manner of notice — are determined by the laws of the state where each affected individual resides, not solely by California law. Our response process is designed to account for this on a per-incident basis.

5. Data Retention

We retain client financial and tax information for as long as necessary to fulfill the purposes described in this policy, including to comply with IRS recordkeeping requirements, state board of accountancy requirements, and our own professional standards (which generally require retention of client records for a minimum number of years following the end of an engagement). Website inquiry information not connected to an active engagement is retained only as long as reasonably necessary to respond to your inquiry, unless you request earlier deletion.

6. Cookies and Analytics

The Site may use cookies and similar technologies to:

Understand how visitors use the Site
Remember your preferences
Measure the effectiveness of our content and outreach

You can control or disable cookies through your browser settings. Disabling cookies may affect the functionality of certain parts of the Site.

[If you use Google Analytics, a Wix analytics/marketing tool, or an advertising pixel, list the specific tool(s) here by name — this needs to accurately reflect what's actually installed on the Site.]

7. Your Privacy Rights

Depending on where you live, you may have rights regarding your personal information, which may include the right to request access to, correction of, or deletion of your information, or to opt out of certain uses. To make such a request, contact us using the information in Section 11.

ONCE Solutions is based in Los Angeles, California, and serves clients throughout the United States. Your rights under state privacy law are generally determined by the state where you reside, not by the state where ONCE Solutions is located. California's CCPA/CPRA, and similar consumer privacy statutes in states such as Virginia, Colorado, Connecticut, and others, each apply their own thresholds (typically based on business revenue or volume of consumer data handled) before formal compliance obligations are triggered.

[Note: Have your attorney confirm which, if any, state privacy statutes ONCE Solutions currently meets the threshold for, given the firm's size and client base — this may change as the firm grows. Until then, this section reflects a general good-faith rights commitment rather than a formal multi-state compliance statement.]

8. Governing Law

This Privacy Policy, and any dispute arising from it, is governed by the laws of the State of California, without regard to conflict-of-law principles, regardless of the state in which you reside or receive services. [Confirm with your attorney whether you also want a specific venue clause here — e.g., that disputes will be resolved in Los Angeles County, California — which is common practice for a business serving out-of-state clients.]

9. Children's Privacy

The Site is intended for business owners and individuals seeking professional financial services and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

10. Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites, and we encourage you to review their privacy policies before providing any information.

11. Contact Us

If you have questions about this Privacy Policy or wish to make a request regarding your information, please contact us at:

ONCE Solutions [INSERT BUSINESS ADDRESS] [INSERT EMAIL ADDRESS] [INSERT PHONE NUMBER]

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The "Last Updated" date at the top of this policy will indicate when the most recent changes were made. Material changes will be reflected with a revised effective date.