1. Introduction

​

SonFed Financial & Insurance Services (“SonFed,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage our financial, bookkeeping, tax, and insurance services, or communicate with us in any other way.

By using our services, you agree to the terms of this Privacy Policy.

​

2. Information We Collect

​

We may collect personal and non-personal information in the following ways:

A. Personal Information:

• Full name, address, email, and phone number

• Social Security Number (SSN) or Taxpayer Identification Number (TIN)

• Financial details such as income, tax filings, or insurance information

• Account credentials (for client portals or online access)

• Driver’s license or government-issued identification (for compliance purposes)

B. Non-Personal Information:

• Browser type, device, and IP address

• Usage data and cookies for analytics and website improvement

​

3. How We Use Your Information

​

We use the information we collect to:

• Provide bookkeeping, tax, and insurance services

• Prepare and file tax returns, insurance applications, or financial reports

• Verify identity and prevent fraud

• Communicate with you about your services and updates

• Maintain internal records and meet legal or regulatory requirements

• Improve our services and website experience

​

4. Information Sharing and Disclosure

​

We do not sell or rent personal information. We may share your information only in the following cases:

• With authorized third-party partners (such as insurance carriers, tax software providers, or financial institutions) for legitimate service delivery

• With government agencies or regulators when required by law

• With trusted contractors or service providers who assist us in business operations and are bound by confidentiality agreements

​

5. Data Security

​

We implement administrative, technical, and physical security measures designed to protect your data from unauthorized access, loss, misuse, or alteration.
All electronic transmissions and stored data are secured using encryption, password protection, and secure servers.

​

6. Data Retention

​

We retain personal data only for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, or resolve disputes. When data is no longer needed, it is securely deleted or destroyed.

​

7. Your Rights

​

You have the right to:

• Access and request a copy of your personal data

• Request corrections or updates to your information

• Withdraw consent for certain data uses

• Request deletion of your personal information (where legally applicable)

Requests can be made by contacting us at info@sonfed.com.

​

8. Cookies and Tracking

​

Our website may use cookies and analytics tools to improve performance and user experience. You can adjust your browser settings to refuse cookies, but some features may not function properly.

​

9. Third-Party Links

​

Our website or materials may include links to third-party sites. We are not responsible for the privacy practices or content of those sites. Please review their policies before sharing any personal data.

​

10. Children’s Privacy

​

SonFed’s services are intended for adults. We do not knowingly collect personal information from anyone under the age of 18. If we become aware of such data, we will delete it immediately.

​

11. Changes to This Policy

​

We may update this Privacy Policy periodically. Updates will be posted with a new effective date. Continued use of our services after such changes constitutes your acknowledgment and acceptance of the updated policy.

​

12. Contact Us

​

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact:

SonFed Financial & Insurance Services
Email: trustsonfed@gmail.com
Phone: (915)493-4145