Privacy Policy

Effective Date: July 22, 2025

At Riverline Tax, your privacy and the protection of your personal information are our top priorities. As a modern, forward-thinking tax and advisory firm, we take your trust seriously and are committed to handling your data responsibly, transparently, and securely.

This Privacy Policy explains how we collect, use, and protect your information when you visit our website, use our services, or communicate with us.

1. Who We Are

Riverline Tax is a full-service tax advisory firm that helps business owners and solopreneurs—especially those with cryptocurrency holdings—minimize their tax liabilities while staying fully compliant.

Our core services include:

  • Tax planning and preparation

  • Crypto accounting and reporting

  • Working capital and cash flow analysis

  • Tax credit identification and optimization

Every strategy we design is tailored to your unique financial and business situation.

2. Information We Collect

We collect information to provide accurate, effective tax and accounting services. Depending on your engagement with us, this may include:

  • Personal Identification: Name, address, phone number, email address, Social Security Number (SSN/ITIN), and date of birth.

  • Financial and Tax Data: W-2s, 1099s, business income records, investment information, prior-year tax returns, and relevant documentation.

  • Business Information: Employer Identification Number (EIN), payroll records, ownership information, and financial statements.

  • Communications: Emails, call notes, or chat records when you contact us for support or consultation.

3. How We Use Your Information

Your information is used strictly for legitimate business purposes, including:

  • Preparing and filing tax returns or financial statements

  • Providing tax, accounting, or payroll services

  • Communicating about your account, appointments, or service updates

  • Meeting legal and regulatory obligations (such as IRS requirements)

  • Enhancing our website, services, and client experience

  • Detecting and preventing fraud or unauthorized activity

We only offer services when we believe they will deliver measurable tax savings or strategic financial benefit to our clients.

4. Mobile Information

We value your privacy and will never share or sell mobile information.

  • No mobile data will be shared with third parties or affiliates for marketing or promotional purposes.

  • Text messaging opt-in data and consent will not be shared with any external entity under any circumstance.

5. Data Security

We use advanced safeguards to protect your personal and financial data:

  • Encryption: All data in transit (SSL/TLS) and at rest (AES-256) is fully encrypted.

  • Access Controls: Only authorized personnel can access client data, protected by role-based permissions and multi-factor authentication.

  • Employee Training: Our team receives ongoing training in data privacy, cybersecurity, and confidentiality best practices.

  • Audits: We conduct periodic reviews of our systems and protocols to maintain strong data protection standards.

6. Third-Party Sharing

We do not sell, rent, or trade your personal information.
Information may only be shared with carefully vetted service providers (such as secure document storage or payment processors) who assist in delivering our services — and only under binding confidentiality agreements.

7. Your Rights and Choices

You have the right to:

  • Access the personal information we hold about you

  • Request corrections or deletions of inaccurate information

  • Withdraw consent for data processing, where applicable

To exercise these rights, please contact us directly at zeeshan@riverlinetax.com.

8. Updates to This Policy

We may update this Privacy Policy periodically to reflect legal changes, industry developments, or updates to our services. The revised policy will be posted on this page with a new Effective Date.

Questions?
If you have any concerns about how we handle your data, reach out anytime at zeeshan@riverlinetax.com.