Effective Date: January 1, 2025

1. About Us

Naava Tax & Accounting Solutions, led by Sophia Curtis-Haye, provides tax preparation, accounting, advisory, and related financial services. We are committed to protecting your privacy and maintaining the highest level of professionalism in all client relationships.

2. Privacy Policy

A. Information We Collect

- Contact Information: name, phone number, email address, physical address.

- Service Information: financial records, tax documents, and other data required to provide our services.

- Payment Information: credit/debit card or ACH details.

- Communications: email correspondence, phone calls, text messages, and service inquiries.

- Technical Information: browser type, IP address, and site usage data.

B. How We Use Your Information

- To deliver accurate and compliant tax and accounting services.

- To communicate with you regarding appointments, reminders, and deadlines.

- To process payments securely.

- To improve our website and client services.

- To comply with IRS regulations and other legal requirements.

C. Information Sharing

We do not sell your personal information. We may share your information only with:

- Trusted service providers (e.g., payment processors, SMS/email platforms).

- Government agencies if legally required.

- Referral partners with your explicit consent.

D. Your Rights

- You may request access, correction, or deletion of your personal data.

- You may opt out of promotional emails or text messages at any time.

- To exercise your rights, contact us at [email protected] or (646) 407-5253.

E. Data Security & Retention

- We retain information only as long as necessary to provide services or meet legal obligations.

- All client records are protected with appropriate security measures.

F. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their privacy practices.

G. Children’s Privacy

Our services are not intended for children under the age of 13.

H. Updates

This policy may be updated periodically. Continued use of our services constitutes acceptance of the revised policy.

3. Terms of Service

A. Services

Naava Tax & Accounting Solutions provides tax preparation, accounting, bookkeeping, payroll, and financial advisory services. We are not a law firm and do not provide legal advice.

B. Client Responsibilities

Clients agree to:

- Provide accurate and complete information.

- Respond promptly to requests for documents.

- Pay for services according to agreed terms.

- Use our services only for lawful purposes.

C. Payment Terms

- Payment is due at the time of service unless otherwise agreed in writing.

- Payments may be made by credit/debit card, ACH transfer, or other approved methods.

- Some services may require a non-refundable retainer.

D. Confidentiality

All client information is kept confidential in accordance with our Privacy Policy and applicable laws.

E. Limitation of Liability

- We are not responsible for errors resulting from inaccurate or incomplete client information.

- We are not liable for delays caused by government agencies or third parties.

- Our maximum liability is limited to the amount paid for the specific service in question.

F. Intellectual Property

All written materials, templates, and content provided by Naava Tax & Accounting Solutions are the property of the company and may not be reproduced without prior written consent.

G. Governing Law

These terms are governed by the laws of the State of Georgia. Any disputes will be handled in the courts of Coweta County, Georgia.

4. Disclaimer

Sophia Curtis-Haye is not an attorney and does not provide legal advice or accept fees for legal advice.

All services provided by Naava Tax & Accounting Solutions are strictly limited to tax preparation, accounting, advisory, and related financial services. Any information shared through consultations, written materials, or communications is for informational purposes only and should not be interpreted as legal counsel. Clients seeking legal advice are encouraged to consult with a licensed attorney.

5. Contact Information

Naava Tax & Accounting Solutions