A2 TAX SOLUTIONS — PRIVACY POLICY

Effective Date: 1/1/2025

Last Updated: 12/31/2026

A2 Tax Solutions ("Firm," "we," "us," or "our"), operated as a sole proprietorship, maintains this Privacy Policy to describe how client data is collected, used, and protected through our custom Microsoft Excel integration ("Excel Bridge"). The Excel Bridge directly connects to client QuickBooks Online ("QBO") companies via the Intuit Developer API solely for professional accounting, tax preparation, and financial analysis services rendered by the firm owner.

1. Information Collected via Intuit API

When authorized by a client via Intuit OAuth 2.0 authentication, the Excel Bridge retrieves relevant financial and accounting data directly from the client's QBO company file. This data may include:

• Chart of Accounts & General Ledger Data: Account balances, journal entries, transaction histories, income, expenses, assets, liabilities, and equity details.

• Company Profile Information: Legal business name, company address, Tax ID / EIN, and contact details associated with the QBO file.

• Transaction Supporting Data: Vendor details, customer invoicing summaries, tax category mappings, and bank feeds imported into QBO.

We do not collect, store, or process QBO user credentials (passwords). Authentication is handled strictly through Intuit’s secure OAuth 2.0 framework.

2. How Information Is Used

Data accessed through the Excel Bridge is strictly limited to supporting direct tax and accounting engagements. Specific uses include:

• Preparing federal, state, and local income tax returns.

• Conducting tax planning, financial modeling, and year-end closing procedures.

• Generating customized financial statements, workpapers, and reconciliations.

Data collected via the Excel Bridge is never sold, rented, leased, monetized, or used for targeted advertising or marketing purposes.

3. Data Storage, Security, and Protection

Because the Excel Bridge is an internal workflow tool utilized exclusively by the sole proprietor of A2 Tax Solutions, data security measures are implemented at the endpoint, file, and network levels:

• OAuth Security Tokens: Access tokens and refresh tokens provided by Intuit are stored securely in encrypted storage local to the firm owner's primary system and are used solely to maintain active authorization.

• File Encryption & Access Controls: Excel workpapers containing client QBO data are stored on password-protected, encrypted local storage and secure cloud environments with multi-factor authentication (MFA) enabled.

• Internal Scope: No employees, independent contractors, or third-party software vendors have access to the Excel Bridge file or the underlying API keys.

4. Information Sharing and Disclosure

Client financial data obtained through the QBO API is treated with strict professional confidentiality and will only be shared under the following conditions:

• Tax Filing Submissions: As authorized by the client to file tax forms with the Internal Revenue Service (IRS), state departments of revenue, or local tax jurisdictions.

• Legal Requirements: If required to do so by applicable law, court order, subpoena, or regulatory audit.

• Client Directives: To explicit third parties designated in writing by the client.

5. Intuit Developer Terms & Disconnection

The Excel Bridge operates under Intuit’s Developer Terms of Service. Clients retain full control over their QBO connections at all times. You may revoke the Excel Bridge's access to your QBO data at any time by navigating to your QuickBooks Online account settings under Apps > Manage My Apps and selecting Disconnect.

6. Data Retention

Financial data imported into Excel workpapers is retained in accordance with professional accounting standards, IRS recordkeeping guidelines, and state board of accountancy regulations (typically 7 years). OAuth tokens are destroyed or invalidated upon termination of the client engagement or upon client revocation of app access.

7. Contact Information

For questions or concerns regarding this Privacy Policy or your data, contact:

A2 Tax Solutions

Attn: Bill Demeter, CPA, MST Owner / Sole Proprietor

Email: bdemetercpa@a2taxsolutions.com

Phone: 248 688 4209

Mailing Address: 2204 Woodview Dr apt 290 Ypsilanti, MI 48198