Privacy Policy

Depending on how you interact with us, we may collect:

• Contact information, such as your name, email address, phone number, mailing address, and message content.
• Client and tax information, such as Social Security or taxpayer identification numbers, dates of birth, income, deductions, dependents, filing status, prior returns, and supporting tax documents.
• Financial and business information, such as bank details, transaction records, invoices, payroll information, accounting files, entity records, and financial statements.
• Identity and verification information, such as government-issued identification and information used to confirm identity or prevent fraud.
• Professional communications, including emails, calls, instructions, authorizations, and records relating to our work for you.
• Device and website information, such as IP address, browser type, device type, pages viewed, referring page, and approximate location derived from IP address, if collected by our hosting or security providers.

We collect information from you, your authorized representatives, tax and accounting platforms, government agencies, financial institutions, service providers, and other sources you direct or permit us to use.

We may use personal information to:

• Respond to inquiries and schedule consultations.
• Provide, manage, and improve our tax, bookkeeping, accounting, and advisory services.
• Prepare and file returns and forms when you authorize us to do so.
• Verify identity, maintain records, process payments, and manage our business relationship.
• Protect clients, prevent fraud, secure our systems, and enforce our agreements.
• Meet legal, regulatory, professional, insurance, and recordkeeping obligations.
• Send service communications and, where permitted, information about relevant services. You may opt out of promotional email at any time.

We do not use or disclose tax return information for purposes other than tax return preparation except as authorized by law or with your valid consent. Any consent required under Internal Revenue Code Section 7216 and its regulations will be requested separately in the required form.

We may disclose information to:

• Service providers that support secure hosting, tax preparation, electronic filing, accounting software, document management, communications, payments, security, and professional operations.
• Federal, state, and local tax authorities when authorized or required for the services you request.
• Your authorized representatives and other parties you direct us to contact.
• Attorneys, insurers, auditors, and professional advisers when reasonably necessary and legally permitted.
• Government authorities or other parties when required by law, court order, professional obligation, or to protect rights, safety, and security.
• A successor in connection with a proposed or completed merger, sale, reorganization, or transfer, subject to applicable taxpayer confidentiality requirements.

We do not sell personal information for money. We do not use personal information for targeted advertising. We require service providers to handle information for authorized purposes and with appropriate safeguards.

If the Maryland Online Data Privacy Act applies to our processing, Maryland residents may have the right to confirm whether we process their personal data, access it, correct inaccuracies, delete eligible data, obtain a portable copy, and obtain a list of categories of third parties to which we disclosed their data. Residents may also opt out of targeted advertising, sale of personal data, and certain profiling.

You may submit a request by emailing us at grenadasolutionsllc@gmail.com. Please state that you are making a privacy request and describe the right you wish to exercise. We may verify your identity and authority before acting. We will respond within the period required by applicable law.

If we deny your request, you may appeal by replying to our decision or emailing the same address with the subject "Privacy Appeal." We will explain our response and provide information about contacting the Maryland Attorney General when required. We will not discriminate against you for exercising a privacy right.

Some information and processing may be exempt, including information regulated by federal financial privacy laws, and some requests may be limited by tax, recordkeeping, fraud prevention, legal claim, or professional obligations.

We use administrative, technical, and physical safeguards designed to protect personal information based on its sensitivity and the nature of our operations. These measures include a written information security program where required, access controls, service-provider oversight, and procedures for identifying and responding to security events. No storage or transmission method is completely secure, so we cannot guarantee absolute security.

We retain personal information only as long as reasonably necessary for the purposes described in this policy, including providing services, maintaining tax and business records, meeting legal and professional obligations, resolving disputes, and protecting our rights. Retention periods vary based on the type of information and applicable requirements. We then delete, destroy, or de-identify information when reasonably practicable.

Our website and its hosting providers may use cookies, logs, and similar technologies needed to operate, secure, and measure the website. Browser settings may allow you to block or delete cookies, but doing so can affect site functionality. We do not currently use website data for targeted advertising or sell it to data brokers.

Our website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information online directly from children under 13. Information about dependents that a client provides for tax or accounting services is handled for the requested professional purpose and under applicable confidentiality requirements.

Our website may link to third-party websites and platforms. Their privacy practices are governed by their own policies, and we encourage you to review them. This policy does not apply to a service we do not control.

We may update this policy to reflect changes in our practices, services, or legal obligations. We will post the revised policy here and update the effective date. If required by law, we will provide additional notice or obtain consent.

Questions or privacy requests may be directed to: