Last Updated: 05/10/2026

At Balanced AF LLC, protecting your privacy is a top priority. As a tax preparation firm, we are committed to maintaining the confidentiality and security of the personal and financial information you entrust to us. This notice describes our current privacy policy and practices.

1. Categories of Information We Collect

• We collect nonpublic personal information (NPI) about you from the following sources:

• Information you provide on tax organizers, applications, or other forms (such as your name, address, Social Security number, income, and assets).

• Information about your transactions with us or others (such as your tax history, payment history, and information used for tax calculations).

• Information received from third parties with your authorization (such as your employer, bank, or investment advisor).

2. How We Use and Share Your Information

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law.

• Everyday Business Purposes: We may share information with the Internal Revenue Service (IRS), the Montana Department of Revenue, or third-party service providers (e.g., tax software vendors) solely to process your tax return or provide the services you requested.

• Affiliated Third Parties: We do not share your information with any non-affiliated third parties for marketing or any other purposes without your explicit written consent.

• Legal Obligations: We may disclose information when required by a subpoena, court order, or other legal process.

3. Your Rights Under IRC Section 7216

Under Internal Revenue Code Section 7216, we are prohibited from using or disclosing your tax return information for purposes other than tax preparation unless you provide a separate, written, and signed consent. We will never use your tax data to market other products or services to you without this specific authorization.

4. Data Security Practices

In accordance with the FTC Safeguards Rule and IRS Publication 4557, we maintain a Written Information Security Plan (WISP) to protect your data. Our safeguards include:

• Administrative: Designating a qualified individual to oversee our security program.

• Technical: Using industry-standard encryption for data at rest and in transit and requiring Multi-Factor Authentication (MFA) for all system access.

• Physical: Restricting access to physical files and ensuring secure disposal of paper documents through shredding.

5. Montana State Compliance

Although Balanced AF LLC falls below the threshold for the Montana Consumer Data Privacy Act (MCDPA), we adhere to Montana professional standards for tax preparers. You have the right to:

• Request a copy of the information we have collected about you.

• Request corrections to inaccurate personal information.

• Be notified of any material changes to this policy via a conspicuous notice on our website or direct communication.

6. Contact Us

If you have questions about this privacy policy or wish to exercise your rights, please contact:

Balanced AF LLC

Angelina Fillinger

afillinger@balancedafmt.com

406-209-8619