Privacy and Data Security FAQs

1. What information does Equilibrium Consultants collect?

We collect only the information necessary to provide tax and financial services, including:

• Names, addresses, phone numbers, and email addresses
• Social Security Numbers (SSNs) or Employer Identification Numbers (EINs)
• Financial account information
• Tax documents and related information

2. How do you protect my information?

We use multiple layers of protection, including:

• Locked file cabinets and secure office spaces
• Password-protected computers with updated antivirus and firewall protection
• Two-factor authentication (2FA) for online access
• Secure communication methods (encrypted email and our custom client portal powered by Accounta.com)
• Regular staff training on cybersecurity best practices

3. Do you share my information with anyone?

We do not sell or rent your personal information.

We may share your information only with:

• Trusted service providers who help us perform our work (under strict confidentiality agreements)
• Regulatory authorities if required by law (e.g., IRS audits or subpoenas)
• Only with your explicit consent when necessary

4. What happens if my information is involved in a data breach?

If a breach occurs, we will:

• Investigate and contain the breach immediately
• Notify the IRS and appropriate authorities
• Contact any affected clients directly
• Provide guidance on how you can protect yourself
• Take corrective measures to strengthen our systems

We are committed to transparency and keeping you informed every step of the way.

5. How will I know if my information has been affected?

If your information is affected, we will contact you by email with:

• A description of what happened
• What information was involved
• What actions we are taking
• What steps you should take to protect yourself

6. What should I do to protect myself if notified?

We may recommend steps such as:

• Monitoring your financial accounts and credit reports
• Placing a fraud alert or credit freeze with credit bureaus
• Using identity theft protection services (we may provide resources)

Specific guidance will be provided based on the situation.

7. How can I send sensitive documents to you securely?

We recommend using:

• Our secure online client portal (preferred)
• Encrypted email when necessary
• Secure physical delivery (never send sensitive information via regular, unencrypted email)

If you’re unsure, contact us for instructions before sending documents.

8. Who can I contact if I have questions about my privacy or security?

If you have any concerns or questions, please reach out to:

• Business Name: Equilibrium Consultants
• Contact Person: Katherine Scardaville, CEO
• Email: info@equilibriumconsultantsnj.com
• Phone: (732) 466-7035

We are always happy to help and explain how we protect your information.

Your Privacy Is Our Priority

Thank you for trusting Equilibrium Consultants. We are committed to safeguarding your information every step of the way.