LEGAL
Privacy Policy
Effective November 13, 2026
Ninefold & Co. (“we,” “us”) provides tax preparation, tax planning and advisory, and accounting and bookkeeping services. We never sell your personal information. This policy explains what we collect through our website and services, how we use it, and the choices you have.
Information we collect
Information you send us. When you use our message form or book a call, we collect your name, email address, phone number (optional), the service you’re interested in and your message.
Client information. If you become a client, we collect what we need to do the work. This can include identification, Social Security or taxpayer ID numbers, income and expense records, bank details for refunds or payments, and information about your dependents, business or properties. We collect this only through our secure client portal or another secure method we agree on with you.
Website data. Like most websites, our site and its hosting provider may collect basic technical information, such as your browser type, device, pages visited and the date and time of your visit.
Please don’t send Social Security numbers, account numbers or tax documents through our website form or by regular email. We’ll send you a secure link instead.
How we use it
To reply to your message and schedule your consultation.
To prepare and file your returns, and to provide planning, advisory, accounting and bookkeeping services you engage us for.
To communicate with you about your account, deadlines and documents.
To meet our legal and professional obligations, including IRS and California Franchise Tax Board requirements and recordkeeping rules.
To keep our website and systems secure.
Your tax return information
Federal law (Internal Revenue Code Section 7216) protects your tax return information. We use and disclose it only to prepare and file your returns and as the law allows, unless you give us written consent for something else. We will never use your tax return information for marketing without your written consent.
Who we share it with
We share information only as needed to serve you:
Service providers that help us run the practice, such as our website and form host, our scheduling tool, our secure client portal, tax preparation and electronic filing software, and email. They may use your information only to provide services to us.
Tax authorities, such as the IRS and the California Franchise Tax Board, when we file returns or respond to notices on your behalf.
Others with your consent, such as a lender, attorney or financial advisor you ask us to work with.
When required by law, such as to comply with a subpoena or other legal process.
How we protect it
We protect your information under a written information security plan, as the FTC Safeguards Rule requires of tax preparers. Client documents are exchanged through an encrypted portal, and only people who need access have it.
How long we keep it
We keep client records as long as needed to serve you and as required by law and professional standards. For example, federal law requires tax preparers to keep a copy or list of returns they prepare for at least three years. Messages from people who don’t become clients are deleted after 12 months.
Your choices and rights
You can ask to see, correct or delete the personal information we hold about you by emailing lynnabi18@gmail.com. We’ll respond within a reasonable time. We may need to keep some records to meet legal retention requirements. California residents may have additional rights under the California Consumer Privacy Act where it applies.
Cookies and other websites
Our website uses only the basic cookies and analytics our hosting provider needs to run the site. We don’t use advertising cookies or track you across other websites, so the site doesn’t respond differently to Do Not Track signals. Services we link to, such as our scheduling tool and client portal, follow their own privacy policies.
Changes to this policy
When we update this policy, we’ll post the new version here and change the effective date. If a change is significant, we’ll note it on our website.
Contact us
Questions or requests about your privacy: lynnabi18@gmail.com
Ninefold & Co. (“we,” “us”) provides tax preparation, tax planning and advisory, and accounting and bookkeeping services. We never sell your personal information. This policy explains what we collect through our website and services, how we use it, and the choices you have.
Information we collect
Information you send us. When you use our message form or book a call, we collect your name, email address, phone number (optional), the service you’re interested in and your message.
Client information. If you become a client, we collect what we need to do the work. This can include identification, Social Security or taxpayer ID numbers, income and expense records, bank details for refunds or payments, and information about your dependents, business or properties. We collect this only through our secure client portal or another secure method we agree on with you.
Website data. Like most websites, our site and its hosting provider may collect basic technical information, such as your browser type, device, pages visited and the date and time of your visit.
Please don’t send Social Security numbers, account numbers or tax documents through our website form or by regular email. We’ll send you a secure link instead.
How we use it
To reply to your message and schedule your consultation.
To prepare and file your returns, and to provide planning, advisory, accounting and bookkeeping services you engage us for.
To communicate with you about your account, deadlines and documents.
To meet our legal and professional obligations, including IRS and California Franchise Tax Board requirements and recordkeeping rules.
To keep our website and systems secure.
Your tax return information
Federal law (Internal Revenue Code Section 7216) protects your tax return information. We use and disclose it only to prepare and file your returns and as the law allows, unless you give us written consent for something else. We will never use your tax return information for marketing without your written consent.
Who we share it with
We share information only as needed to serve you:
Service providers that help us run the practice, such as our website and form host, our scheduling tool, our secure client portal, tax preparation and electronic filing software, and email. They may use your information only to provide services to us.
Tax authorities, such as the IRS and the California Franchise Tax Board, when we file returns or respond to notices on your behalf.
Others with your consent, such as a lender, attorney or financial advisor you ask us to work with.
When required by law, such as to comply with a subpoena or other legal process.
How we protect it
We protect your information under a written information security plan, as the FTC Safeguards Rule requires of tax preparers. Client documents are exchanged through an encrypted portal, and only people who need access have it.
How long we keep it
We keep client records as long as needed to serve you and as required by law and professional standards. For example, federal law requires tax preparers to keep a copy or list of returns they prepare for at least three years. Messages from people who don’t become clients are deleted after 12 months.
Your choices and rights
You can ask to see, correct or delete the personal information we hold about you by emailing lynnabi18@gmail.com. We’ll respond within a reasonable time. We may need to keep some records to meet legal retention requirements. California residents may have additional rights under the California Consumer Privacy Act where it applies.
Cookies and other websites
Our website uses only the basic cookies and analytics our hosting provider needs to run the site. We don’t use advertising cookies or track you across other websites, so the site doesn’t respond differently to Do Not Track signals. Services we link to, such as our scheduling tool and client portal, follow their own privacy policies.
Changes to this policy
When we update this policy, we’ll post the new version here and change the effective date. If a change is significant, we’ll note it on our website.
Contact us
Questions or requests about your privacy: lynnabi18@gmail.com