Equilibrium Consultants

Privacy Notice

Privacy Notice: How We Collect, Use & Share Your Information

At Equilibrium Consultants, we’re committed to handling your personal information with care, professionalism, and transparency. This Privacy Notice explains what we collect, how we use it, how we keep it safe, and what your rights are as our client.

Information We Collect

We only collect what we need to serve you. To prepare your tax returns and provide financial services, we may collect:

• Name, address, phone number, and email
• Social Security Number (SSN) or Employer Identification Number (EIN)
• Financial account details and tax-related documents
• Any other information relevant to your tax or financial situation

How We Use Your Information

We use your data to serve you, never to sell to others. We may use your information to:

• Prepare and file your tax returns
• Communicate with you regarding your services
• Fulfill legal and compliance obligations

✅ We do not sell or rent your personal information — ever.

How We Protect Your Information

We use strong security measures to safeguard your data. We take your data security seriously with the following safeguards in place:

Physical Security:

Client records are stored in locked cabinets and secured office spaces.

Electronic Security:

Password protection, encrypted devices, firewalls, and two-factor authentication (2FA) on all systems.

Staff Training:

Our team completes annual cybersecurity and privacy training.

Secure Communication:

We use encrypted email and our secure client portal, powered by Accounta.com, for transmitting sensitive information.

Sharing Information

We only share data when necessary and always securely. We may share your personal information in the following limited situations:

• With your explicit consent
• When legally required, such as during an IRS audit
• With trusted service providers (e.g., IT, compliance tools) who are contractually bound to protect your privacy

Your Rights

You’re in control of your information. You have the right to:

• Access the information we store about you
• Request corrections to any inaccurate data
• Request deletion of your personal data (when legally permissible)

To exercise your rights, you may contact us securely through our custom client app (powered by Accounta.com) or email us directly at:

📧 info@equilibriumconsultantsnj.com

Questions?

If you have any concerns about how we use or protect your information, we’re here to help. Reach out to us anytime — your peace of mind is part of our service.