Draft for review. This text is carried over from the earlier site and must be reviewed by EPA's counsel before launch.
1. Information we collect
We collect only the information necessary to deliver our services and improve your experience. This includes three categories of data:
- Personal details
- Your name, email address, phone number, and mailing or registered business address — provided when you register, contact us, or engage a service.
- Business & tax information
- Business name, entity type, EIN/ITIN details, tax-related documents, and financial information you provide during service engagements such as tax return preparation or business formation.
- Technical data
- IP address, device type, browser, and anonymized browsing activity collected automatically when you visit our website — used only to improve website performance and security.
We collect this information when you register for an account, submit a service form, contact our team via phone or email, or browse our website. We do not collect data passively beyond standard technical logs.
2. How we use your information
We use the information we collect for specific, defined purposes only. We do not use your data for targeted advertising, profiling, or any purpose unrelated to delivering our services.
- Service delivery
- Providing tax preparation, ITIN/EIN applications, business formation, bookkeeping, and all other requested professional services.
- Communication
- Responding to your requests, sending service confirmations, status updates, and necessary compliance notices.
- Service improvement
- Analysing anonymised technical data to improve website performance, usability, and security — never linked to your identity.
- Legal & regulatory
- Meeting our obligations under applicable law, including IRS regulations, data protection requirements, and lawful government requests.
EvolvePA does not sell, rent, trade, or otherwise transfer your personal information to third parties for commercial or marketing purposes. Ever.
3. Your choices & rights
You have meaningful control over your personal data. At any time, you may exercise the following rights by contacting us at Info@Evolvepa.in:
- Update or correct
- Request that inaccurate or incomplete personal information we hold be corrected or updated.
- Opt out of marketing
- Unsubscribe from non-essential marketing or promotional emails at any time — every email includes an unsubscribe link.
- Request deletion
- Ask us to delete your personal data. Some data may need to be retained to comply with legal obligations or complete active service engagements.
- Data portability
- Request a copy of the personal data we hold about you in a structured, commonly used format.
- Restrict processing
- Ask us to restrict how we process your data in certain circumstances, such as while we verify its accuracy.
4. Data security
We take the security of your personal and financial information seriously. We implement multiple layers of technical and administrative protections to safeguard your data.
- SSL encryption
- All data transmitted between your browser and our servers is encrypted using SSL/TLS protocols.
- Secure servers
- Your data is stored on secured servers with access controls and monitoring in place.
- Limited internal access
- Only authorised team members with a need-to-know basis can access your personal information.
- Password-protected systems
- All internal systems and client data portals are protected with strong authentication requirements.
- Payment security
- Payment details are encrypted and handled by our payment processors. We do not store full card numbers and never reuse payment details without your explicit permission.
You are also responsible for maintaining the confidentiality of your account login credentials. Please notify us immediately at Info@Evolvepa.in if you suspect any unauthorised access to your account.
6. International storage & processing
As a firm with offices in both the United States and India, your data may be stored or processed in either country, or in other locations where our cloud service providers operate. We ensure that appropriate safeguards are in place wherever your data is handled.
By using our services, you consent to the transfer and processing of your information in these locations. We take commercially reasonable steps to ensure your data is protected in accordance with this Privacy Policy regardless of where it is processed.
Questions about this policy?
We aim to respond within 2 business days.
Info@Evolvepa.in