Effective Date: January 10, 2026

 

 

1. Introduction

At RLM Tax & Accounting, we prioritize the privacy and confidentiality of client and employee information, adhering to applicable laws, regulations, and professional standards. This policy outlines our data handling practices.

 

2. Information we collect

We collect information necessary to provide services, including contact, financial, and other personal details, as well as website usage data.

 

3. How we use information

We use collected information to provide services, communicate with clients, manage business operations, and comply with legal requirements.

 

4. Disclosure of information

Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.  Our SMS Policy can be found here: https://www.rlmtax.com/sms-policy

 

5. Data security

We employ physical, electronic, and procedural safeguards, including technical security measures like encryption and access controls, and administrative safeguards such as employee training, to protect data from unauthorized access or disclosure.

 

6. Data retention

Personal information is kept only as long as necessary for the stated purposes, legal compliance, or engagement requirements, and is securely disposed of when no longer needed.

 

7. Your rights

Depending on applicable regulations, you may have rights regarding your data, including the right to access, correct, delete, or restrict its use.

 

8. Changes to this policy

This policy may be updated, with revisions posted on our website and notifications provided to clients as required.

 

9. Contact us

For questions or concerns about this policy, please contact us at:

Phone: 715-423-4500

Email: rlmtax611@gmail.com

Address: 1911 Baker Drive, Wisconsin Rapids, WI 54494