Privacy Policy
Optimal Financials Plus ("we," "us") respects your privacy. This policy explains what we collect, how we use it, and how we protect it. Your financial information is sensitive, and we treat it that way.
What we collect
- Contact details you give us — name, phone, email.
- Documents you send us to provide our services — such as tax forms (W-2, 1099), identification, Social Security details, bank statements, and receipts.
- Basic website analytics (pages visited) to improve the site.
How we use it
Only to provide the services you ask for — preparing your taxes, keeping your books, running payroll, and advising you — and to communicate with you about that work. We do not sell your information, and we do not share it for marketing.
How we protect it
Documents you upload are sent over an encrypted (HTTPS) connection. Access is limited to Optimal Financials Plus. We use reputable service providers (secure website hosting and document handling) that process information on our behalf under their own security terms. We only share your information when needed to deliver our services or when required by law.
How long we keep it
We keep your information as long as needed to provide our services and to meet tax and legal record-keeping requirements. You can ask us to delete information we are not required to keep.
Your choices
You can ask what information we hold, request corrections, or ask us to delete records we are not legally required to keep. Just contact us.
Contact
Optimal Financials Plus · Kissimmee, FL · (407) 572-4999 · optimalfinancialsplus@gmail.com