Privacy Policy

1. Information Collection

Tomas Financial ("we", "us", "our") collects information to provide financial architecture, bookkeeping, and tax services. This includes Personal Identifiable Information (PII) such as names, Tax IDs (SSN/EIN), financial records, and contact details provided via our Secure Client Portal.

2. Data Usage & Security

We leverage enterprise-grade encryption for all data transmission. Your financial data is stored using Row-Level Security (RLS) protocols via Supabase and AWS infrastructure. We do not sell your data to third parties. Data is used strictly for:

• Tax preparation and compliance filing
• Financial reporting and dashboard generation
• AI-driven workflow optimization (scheduling/intake)

3. Third-Party Processors

We utilize trusted third-party vendors to execute our services:

• ClerkIdentity management and authentication.
• SupabaseDatabase and document storage.
• StripePayment processing. We do not store credit card details.
• OpenAI/VapiAI logic processing (anonymized where possible).

4. Data Retention

In accordance with IRS guidelines, we retain tax-related documentation for a minimum of 7 years. You may request deletion of non-essential account data by contacting support.

5. Contact Us

For privacy concerns, please contact our Data Protection Officer at:
elijah@tomasfinancial.com