At The Cabot Company, a trade name of Cabot Solutions LLC (“The Cabot Company,” “we,” “us,” or “our”), we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website or use our professional services. By using our website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

a. Personal Information

Depending on the services provided, we may collect personal and sensitive information, including:

• Name

• Email address

• Phone number

• Mailing address

• Social Security Number or Tax Identification Number

• Date of birth

• Financial information (income, assets, liabilities, bank accounts)

• Tax return information and supporting documentation

• Business financial records

• Payment and billing information

b. Non-Personal Information

We may automatically collect certain technical information, including:

• Browser type and version

• IP address

• Pages visited and time spent on our website

• Referring websites

• Device and operating system information

c. Cookies and Tracking Technologies

We use cookies and similar technologies to analyze website traffic, improve functionality, and enhance user experience. You may disable cookies through your browser settings; however, doing so may limit access to certain features, including secure client portals.

2. How We Use Your Information

We use collected information for purposes including:

• Providing tax preparation, accounting, and advisory services

• Preparing tax returns and financial statements

• Communicating regarding services, inquiries, and deadlines

• Processing payments and confirming transactions

• Complying with professional, legal, and regulatory obligations

• Representing you before the IRS and state tax authorities when authorized

• Maintaining required records under professional standards

• Improving website performance and content

• Sending service-related communications and regulatory updates

• Sending promotional communications only where you have opted in

3. How We Protect Your Information

We implement administrative, technical, and physical safeguards designed to protect personal information, including:

• Encryption of sensitive data in transit and at rest

• Secure, password-protected client portals

• Restricted access on a need-to-know basis

• Secure servers, firewalls, and monitoring systems

• Employee training on confidentiality and data security

• Secure storage and destruction of physical documents

While we use commercially reasonable security measures, no system is completely secure. You should not transmit sensitive personal information via unencrypted email.

4. Professional Standards and Confidentiality

As an Enrolled Agent, we are subject to strict confidentiality requirements under applicable laws and professional standards, including:

• IRS Circular 230

• Treasury Department regulations

• National Association of Enrolled Agents (NAEA) Code of Ethics

• National Association of Tax Practitioners (NATP) Standards

• Applicable federal and state privacy laws

We maintain client confidentiality consistent with these obligations.

5. Sharing Your Information

We do not sell or rent personal information. We may disclose information only in limited circumstances, including:

• With your authorization, including representation before tax authorities

• Service providers performing services on our behalf under confidentiality obligations

• Government authorities as required by law or authorized representation

• Legal or regulatory compliance, including court orders or subpoenas

• Professional advisors assisting in your representation, with authorization

• Business transfers, subject to continued confidentiality protections

6. Data Retention

We retain personal and financial information only as long as necessary to:

• Provide services

• Comply with legal and professional obligations

• Resolve disputes or enforce agreements

Tax and financial records are generally retained for at least seven (7) years, or longer if required. Records are securely destroyed when no longer required.

7. Your Privacy Rights

Subject to applicable law, you may have the right to:

• Access personal information we maintain

• Request correction of inaccurate information

• Request deletion, subject to retention obligations

• Opt out of promotional communications

• Request data portability

• Object to certain processing activities

• Withdraw previously granted consent

Requests may be limited where retention is required by law or professional standards.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies independently.

9. Client Portal Security

You are responsible for maintaining the confidentiality of your portal credentials. Notify us immediately of any suspected unauthorized access.

10. Children’s Privacy

Our services are not intended for individuals under 18. We do not knowingly collect information from minors.

11. Email Communications

Service-related communications are required while you are a client. Promotional emails are optional and may be unsubscribed from at any time.

12. California Privacy Rights

California residents may have rights under the California Consumer Privacy Act (CCPA), including access, deletion, and non-discrimination rights. We do not sell personal information.

13. Other State Privacy Rights

Residents of other states may have additional rights under applicable privacy laws. Please contact us for assistance.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted with an updated “Last Updated” date. Material changes may be communicated directly to active clients.

15. Data Breach Notification

In the event of a data breach involving personal information, we will notify affected individuals as required by applicable law.

16. International Data Transfers

Our operations are based in the United States. Information may be processed and stored in the U.S., where privacy laws may differ from those in other countries.

17. IRS Disclosure Requirements

In accordance with IRS regulations:

• Tax return information is used solely to prepare returns and provide authorized services

• Disclosure requires client consent unless permitted or required by law

• You may request a list of disclosures of your tax return information

18. Contact Information

For questions or requests regarding this Privacy Policy:

The Cabot Company
Privacy Officer: Alexander Cabot, EA
Email: alexander@thecabotcompany.com
Phone: 773-919-894
Address: 233 S Wacker Drive Ste 4411 Chicago, IL 60606

We aim to respond within a reasonable timeframe, typically within 30 days.