Q Financial Services
Privacy Policy
Effective Date: June 30, 2026
Q Financial Services Inc. (“Q Financial,” “we,” “our,” or “us”) is committed to protecting the privacy, confidentiality, and security of the personal, financial, tax, insurance, and business information entrusted to us. This Privacy Policy explains how we collect, use, disclose, protect, and retain your information when you visit our website https://www.qfinancial.services, use our secure client portal, communicate with us, or engage our services.
Information We Collect
We may collect personal, financial, tax, insurance, payroll, investment, business, and communication information including SSNs, EINs, tax returns, banking data, payroll records, insurance information, and communications via email, SMS, phone, or portal.
How We Use Information
We use information to provide tax preparation, tax advisory, bookkeeping, payroll, insurance services, financial planning, entity structuring, compliance services, client communication, fraud prevention, and regulatory compliance.
Regulatory Compliance
We comply with applicable laws including IRC Section 7216, IRS Circular 230, GLBA, FTC Safeguards Rule, AML/KYC requirements where applicable, E-SIGN Act, UETA, insurance regulations, and applicable state privacy laws.
Medical & HIPAA
When applicable, we comply with HIPAA requirements as a Business Associate under a BAA. When HIPAA does not apply, medical-related information is still treated as confidential.
Information Sharing
We do not sell, rent, or trade any personal or financial information.
Information is shared only with internal employees, departments, and affiliated companies of Q Financial Services Inc. and its parent company, or trusted service providers necessary to perform services.
Data Security
We maintain administrative, technical, and physical safeguards including secure client portals, encryption where appropriate, access controls, MFA, employee confidentiality agreements, and secure storage and disposal procedures.
Data Retention
We retain records as required by IRS, insurance, and regulatory requirements and securely dispose of them when no longer required.
SMS Communications
SMS communications are treated as confidential client communications.
We do not sell or share SMS consent or mobile numbers.
Messages may include tax updates, appointments, payroll, bookkeeping, and service notifications.
Reply STOP to opt out. Reply HELP for assistance.
Children’s Privacy
Our services are not intended for individuals under the age of 18.
We do not knowingly collect information from individuals under 18 and will delete it if discovered.
Contact Information
Q Financial Services Inc.
Email: info@qfinancial.services
Phone: 480-535-1600
2473 S Higley Rd, Suite 104-613, Gilbert, AZ 85295