How do we handle your financial data?

Financial freedom is a math equation… and I'm ready to solve yours. You trust us with sensitive information. Here is exactly what we collect, how we protect it, and your rights under California law. **What we collect** When you work with Financial's By Rae, LLC, you may share: Personal identifiers — name, address, phone, email, SSN, and date of birth (for IRS filing) Financial data — income, expenses, bank statements, tax returns, credit reports, loan documents Business records — EIN, LLC/corporate filings, profit and loss statements, contracts Communications — emails, texts, and consultation notes We collect only what's needed to do the work. Nothing extra. **How we use your data** We use your information for one purpose: the work you hired us to do. That includes preparing and filing tax returns with the IRS and California FTB, building consulting recommendations from real numbers, responding to your questions, and staying compliant with IRS Circular 230 and California regulations. **How we protect it** Your data is encrypted in transit and at rest. Only Rae accesses your information — nobody else. Tax records are kept for the IRS-required period (3–7 years) then securely destroyed. We never sell, rent, or trade your data. **Your CCPA rights** California residents have the right to know what personal information we hold, request deletion (subject to IRS retention rules), and opt out of any data sale — though we don't sell data. **IRS compliance** Rae is an IRS-authorized preparer (PTIN P03120299). All data handling meets IRS Circular 230 and Section 7216 requirements. Tax return info is confidential and used only for tax preparation. **Contact** Questions? Reach Rae directly: raelene@raesfinancialservices.com | 818-675-5860