PRIVACY POLICY

This Privacy Notice for Right Step LLC ("Company", "we", "us", or "our"), describes how and why we might collect, store, use, and/or share your information when you use our services.

1. WHAT INFORMATION DO WE COLLECT? We collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our services (Tax Preparation, Insurance, Bookkeeping, and Credit Repair). This includes:

• Names, phone numbers, and email addresses.

• Financial information and Social Security Numbers (only when provided securely for tax and credit services).

2. HOW DO WE PROCESS YOUR INFORMATION? We process your information to:

• Provide and deliver the services you request.

• Respond to inquiries and offer support.

• Send administrative information and marketing communications (if consented).

• Comply with legal obligations (IRS and state regulations).

3. WHEN AND WITH WHOM DO WE SHARE YOUR INFORMATION? We only share information with your consent or to comply with laws. This may include sharing with:

• Government Institutions: Such as the IRS or the Texas Comptroller for tax filings.

• Third-Party Partners: Insurance carriers or credit bureaus necessary to perform the requested services. We do not sell your personal information to third parties.

4. HOW LONG DO WE KEEP YOUR INFORMATION? We keep your information for as long as necessary to fulfill the purposes outlined in this privacy notice unless a longer retention period is required by law (e.g., tax record-keeping requirements).

5. HOW DO WE KEEP YOUR INFORMATION SAFE? We aim to protect your personal information through a system of organizational and technical security measures designed to protect the security of any personal information we process.

6. YOUR PRIVACY RIGHTS Depending on where you reside (Texas), you may have the right to request access to, update, or delete your personal information. You can do this by contacting us at info@rightstepgroup.com.