(Active Clients)

Effective Date: December 1, 2025

NE Business Advisors is committed to safeguarding the confidentiality, integrity, and security of client information. Protecting sensitive financial, tax, and business data is a fundamental responsibility of our firm and our Certified Public Accountants.

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1. Client Confidentiality

All information obtained in connection with professional services is treated as strictly confidential and handled in accordance with applicable CPA professional standards, ethical rules, and legal requirements. Client information is disclosed only with proper authorization or as required by law.

Access to client data is restricted to authorized personnel who require the information to perform professional services.

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2. Information Protected

• Client information may include, but is not limited to:

• Tax returns and supporting documents

• Financial statements and accounting records

• Personal identifying information

• Business, investment, and real estate data

• Information shared through secure portals or communications

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3. Data Security Safeguards

We implement reasonable administrative, technical, and physical safeguards, including:

Secure, encrypted client portals and file-sharing systems

Access controls and authentication measures

Reputable cloud-based platforms and service providers

Ongoing review of internal security practices

While no system can guarantee absolute security, we take data protection seriously and continuously assess our safeguards.

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4. Third-Party Service Providers

We may use trusted third-party vendors (such as secure portals or document management systems) to support client services. These providers are required to maintain appropriate confidentiality and security standards.

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5. Client Responsibilities

Clients are encouraged to:

Use secure portals for sensitive information

Protect login credentials and passwords

Notify us promptly of any suspected unauthorized access

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6. Data Retention

Client records are retained in accordance with professional standards, legal requirements, and our internal document retention policies. Records are securely disposed of when no longer required.

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7. Incident Response

In the event of a suspected data breach or unauthorized access, we will take appropriate steps to investigate, mitigate, and respond in accordance with applicable laws and professional standards.

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8. Policy Updates

This policy may be updated periodically. Updates will be posted with a revised effective date.

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9. Contact Us

For questions regarding client confidentiality or data security, please contact:

NE Business Advisors

Email: info@nebusinessadvisors.com