Privacy Policy

At Top Wealth Group we treat client confidentiality with utmost care. In accordance with the Gramm‑Leach‑Bliley Act (GLBA), we collect “nonpublic personal information” (NPI) — such as names, SSN/EIN, contact data, financial statements, payroll, tax filings, insurance details and claims — strictly to support services like bookkeeping, payroll, corporate and personal tax preparation, tax consulting, financial planning, company formation/licensing, and placement of auto/home/commercial insurance coverage. As required by the Financial Privacy Rule of GLBA, we inform clients about how we collect, share, protect, and let them opt out of third‑party disclosures. 

 

Your information is used solely to perform the professional services you request, manage client accounts, and comply with applicable laws (including IRS, insurance regulators, and GLBA). We do not sell, rent, or lease your information. NPI is shared only with third-party providers (e.g. insurance carriers, payroll processors, tax software vendors, IT/cloud service firms) under written confidentiality agreements, and only when necessary. Disclosure may also occur when required by law, to secure services in the event of a firm merger or acquisition, or with your explicit written consent. You may opt out of any sharing of NPI with unaffiliated parties for marketing purposes, as permitted under GLBA. ftc.gov

 

We maintain a written information‐security program in compliance with the FTC’s Safeguards Rule, implementing administrative, technical, and physical controls—including encryption in transit and at rest, access controls, multi‐factor authentication, employee training (including anti‑pretexting), incident‑response planning, and vendor oversight. NPI is retained for a period consistent with IRS and insurance statutes (generally 3–7 years) before secure deletion or anonymization. Under applicable law, you may request access to your personal information, correction of inaccuracies, or deletion (subject to retention requirements). For inquiries or to submit a request, please contact us at aaronleetoptax@gmail.com or mail us at 7101 Easy Wind Dr Unit 3109, Austin, Texas 78752