About Elite Management Financial LLC

Elite Management Financial LLC

Effective Date: 04/16/2020

Elite Management Financial LLC  (“we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you engage with our services.

1. Information We Collect

We may collect the following types of information:

Personal Information

• Full name
• Address
• Email address
• Phone number
• Date of birth
• Social Security Number / ITIN
• Government-issued identification

Financial & Tax Information

• Income and employment details
• Tax documents (W-2, 1099, 1098, etc.)
• Bank account and routing numbers
• Prior-year tax returns

Digital Information

• Communications via email, SMS, phone, or client portals
• Device and Brower informartion
• IP Address

2. How We Use Your Information

Your information is used to:

• Prepare and file tax returns
• Provide accounting, bookkeeping, and financial services
• Verify identity and prevent fraud
• Communicate about appointments, document requests, and services
• Comply with IRS and legal requirements

3. Information Sharing & Disclosure

We do not sell or rent your personal information.

We may share information only with:

• IRS, state, or local tax authorities (as required)
• Authorized third-party service providers (e-file providers, secure portals)
• Legal or regulatory authorities if required by law

All third parties are required to maintain confidentiality and data security.

4. Data Security

We use administrative, technical, and physical safeguards to protect your information, including:

• Secure portals
• Encrypted digital storage
• Restricted staff access

Despite our efforts, no system can guarantee 100% security.

5. Your Rights

You have the right to:

• Request access to your information
• Request corrections
• Withdraw consent (where legally permitted)

Requests can be submitted using the contact information below.

6. Data Retention

We retain client records in accordance with IRS regulations and legal requirements.

7. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted with a revised effective date.

8. Contact Us

Elite Management Financial LLC

2450 Hollywood Blvd, Suite 200A

Hollywood, FL 33020

Office: 954-516-7330

Email: info@elitemanagementfinancial.com