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Privacy Policy

TWEM Management LLC
Effective Date: April 15, 2026

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1. Introduction

TWEM Management LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information you provide to us. This Privacy Policy describes how we collect, use, store, and protect your information when you engage with our services, including but not limited to tax preparation, bookkeeping, payroll, consulting, and related financial services.

By using our services, website, or submitting your information, you agree to the terms outlined in this Privacy Policy.

2. Information We Collect

We collect information necessary to provide accurate, compliant, and efficient financial and tax-related services. This includes:

A. Personal Information

  • Full name

  • Date of birth

  • Government-issued identification

  • Contact information (email address, phone number, mailing address)

  • Filing status and dependent information

B. Financial Information

  • Income documentation (W-2s, 1099s, K-1s, etc.)

  • Bank account and routing numbers (for refunds, payments, payroll, etc.)

  • Investment and brokerage statements

  • Business financial records (profit/loss, expenses, assets, liabilities)

C. Business Information (if applicable)

  • Business name, EIN, and entity classification

  • Ownership and partner/shareholder details

  • Payroll records and employee data

  • Accounting and bookkeeping records

D. Technical & Usage Information

  • IP address

  • Browser type and device information

  • Website interaction data

  • Login credentials and account activity

E. Voluntarily Provided Information

Any additional documents, communications, or responses you provide through:

  • Client portals

  • Questionnaires

  • Emails or messaging systems

3. How We Use Your Information

We use your information strictly for the purpose of delivering the services you have engaged us for. This includes:

  • Preparing and filing tax returns

  • Providing tax advisory and planning services

  • Performing bookkeeping and accounting functions

  • Processing payroll and compliance filings

  • Communicating with you regarding your services

  • Maintaining accurate financial records

  • Meeting legal, regulatory, and compliance obligations

We do not use your information for unrelated purposes.

4. No Third-Party Data Sharing

TWEM Management LLC does not sell, rent, trade, or share your personal or financial information with third parties.

Your data is only used internally to provide the services you have purchased.

Exceptions (Strictly Limited)

The only instances where data may be transmitted externally are:

  • Government agencies (e.g., IRS, state tax authorities) for filing purposes

  • Financial institutions when necessary to process payments or refunds

  • Secure software systems used to facilitate tax preparation and compliance

Even in these cases:

  • Data is shared only to the extent required

  • Data is transmitted using secure, encrypted channels

  • No third party is permitted to use your data for their own purposes

5. Data Security

We take data security extremely seriously and implement industry-standard safeguards, including:

  • Encryption of data in transit and at rest

  • Secure client portals and authentication systems

  • Role-based access controls

  • Continuous monitoring and threat detection

  • Secure storage environments

Access to your data is strictly limited to authorized personnel who require it to perform their job functions.

6. Data Retention

We retain your information only as long as necessary to:

  • Provide services

  • Comply with legal and regulatory requirements

  • Maintain internal records

After the required retention period, data is securely deleted or anonymized.

7. Your Rights and Control Over Your Data

You have full control over your data.

You have the right to:

  • Request access to your information

  • Request corrections to inaccurate data

  • Request deletion of your data at any time

  • Withdraw consent for data usage

Data Deletion Policy

Upon your request and consent, we will:

  • Permanently delete your personal and financial data

  • Remove your records from active systems

  • Confirm deletion in writing

Important Note:
Certain records may need to be retained if required by law (e.g., IRS compliance), but we will limit retention strictly to those obligations.

8. Consent

By using our services, you consent to:

  • The collection and use of your data as outlined in this policy

  • The processing of your information to deliver financial services

  • Secure transmission of data where required for compliance

You may withdraw consent at any time by contacting us.

9. Cookies and Website Tracking

Our website may use cookies or similar technologies to:

  • Improve user experience

  • Maintain session security

  • Analyze basic usage patterns

These do not collect sensitive financial data.

You may disable cookies through your browser settings.

10. Children’s Privacy

Our services are not intended for individuals under the age of 18 without parental or legal guardian involvement. We do not knowingly collect information from minors without proper authorization.

11. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy as needed.

Updates will be posted with a revised “Effective Date.” Continued use of our services constitutes acceptance of any changes.

12. Contact Information

If you have any questions, concerns, or requests regarding your data or this Privacy Policy, you may contact us at:

TWEM Management LLC
260 Madison Ave 1001

New York, NY 10016

(727) 435-1982

13. Summary 

  • We collect your data to do your taxes and financial work

  • We do not sell or share your data with third parties

  • We only use it to provide the services you paid for

  • You can request deletion of your data anytime

  • Your information is kept secure and private

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