Home /
Policies
Transparency, Compliance, and Trust
Our Policies & Commitments
Clear policies designed to protect your information, your rights, and your peace of mind.
Privacy Policy
Effective Date: [Insert Date]
Profit Wise Solutions LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information.
Information We Collect
We may collect personal information including your name, email address, phone number, mailing address, tax documents, financial records, insurance information, and other data necessary to provide our services.
How We Use Information
We use your information to:
• Provide tax, accounting, consulting, notary, and insurance services
• Communicate with you
• Comply with legal and regulatory requirements
• Improve our services
Data Security
We use administrative, technical, and physical safeguards to protect your information from unauthorized access or disclosure.
Information Sharing
We do not sell your personal information. We may share it with trusted third parties only as necessary to provide services or comply with law.
Your Rights
You may request access to, correction of, or deletion of your personal information.
Contact
Email: abebe@profitswisesolutions.com
📚 Source (Reference Only):
https://www.irs.gov/privacy-disclosure/irs-privacy-policy
https://www.ftc.gov/business-guidance/privacy-security
Terms of Service
By using this website, you agree to the following terms.
Scope of Services
Profit Wise Solutions LLC provides tax preparation, bookkeeping, payroll, consulting, notary, and insurance-related services.
No Professional Relationship via Website
Use of this website does not establish a tax preparer-client, CPA-client, attorney-client, or insurance-producer-client relationship.
Limitation of Liability
We are not responsible for errors arising from inaccurate information you provide.
Governing Law
These terms are governed by the laws of the State of Washington.
📚 Source (Reference Only):
https://www.ftc.gov/business-guidance
Disclaimer
Website Disclaimer – ProfitWise Solutions
All information on this website is provided for general informational purposes only and does not constitute tax, legal, accounting, or insurance advice.
We make no guarantees regarding tax outcomes, refunds, or financial results.
Consult with a qualified professional before acting on any information from this site.
IRS Reference (for informational purposes only):
https://www.irs.gov/businesses/small-businesses-self-employed
Refund Policy
All service fees, consultation fees, and deposits are non-refundable once services begin.
Refunds are not issued for completed work or partial services rendered.
Cancellation requests must be submitted in writing.
Document Retention Policy
We retain client tax and financial records for a minimum of 7 years, unless a longer period is required by law.
After the retention period, records are securely destroyed.
Clients may request copies of records during the retention period.
📚 Source (Reference Only):
https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records
Insurance Disclosure
Insurance products are subject to underwriting approval and availability.
Coverage and pricing vary by state and carrier.
No guarantees of returns or benefits are made.
We do not provide investment advice.
📚 Source (Reference Only):
https://content.naic.org/consumer
Notary Services Policy
All notarizations require valid government-issued identification.
We do not provide legal advice.
We reserve the right to refuse notarization if legal requirements are not met.
Remote online notarization services are subject to state law limitations.
📚 Source (Reference Only):
https://www.dol.wa.gov/business/notary
Accessibility Policy
Profit Wise Solutions LLC is committed to ensuring digital accessibility for all users.
We strive to meet WCAG accessibility standards.
If you encounter accessibility issues, contact us at:
abebe@profitswisesolutions.com
📚 Source (Reference Only):
https://www.ada.gov/resources/web-guidance/