Security & Compliance Statement
​Last updated: July 2025
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At Hyman Financial Solutions, protecting your personal and financial information is our highest priority. We are committed to maintaining the confidentiality, integrity, and security of the data you entrust to us.
Data Security Practices
We implement industry-standard best practices to safeguard client information across all platforms, including:
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256-bit encryption for data transmission and storage
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Secure portals for file uploads, communication, and e-signatures
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Multi-factor authentication (MFA) enabled for all staff logins
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Access control policies limiting data to authorized personnel only
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Continuous monitoring for unusual account or network activity
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Secure, cloud-based storage and automatic backups
Compliance with U.S. Regulations
We follow strict guidelines to stay in compliance with federal and industry-specific regulations, including:
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IRS Publication 4557 (Safeguarding Taxpayer Data)
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FTC Safeguards Rule under the Gramm-Leach-Bliley Act (GLBA)
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IRS WISP (Written Information Security Plan)
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State and federal data privacy requirements, including opt-out and deletion rights
Confidentiality & Ethics
We are a CPA-led firm, bound by the professional ethical standards of:
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The AICPA Code of Professional Conduct
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IRS Circular 230 for tax professionals
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Non-disclosure of client information unless authorized or legally required
Client Rights & Privacy
You have the right to:
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Know what data we collect and why
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Request corrections or deletion of your data
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Access or download your records at any time
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File a data protection request by emailing us at privacy@hymanfinancial.com
Contact for Security Concerns
If you suspect a breach or need to report suspicious activity, please contact us immediately at:
Continuous Improvement
We regularly review and update our security policies, train our team on privacy best practices, and adapt to evolving threats and compliance requirements to keep your information safe.
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Hyman Financial Solutions LLC
Based in Chicago, IL | Serving clients remotely across the U.S.
info@hymanfinancial.com | www.hymanfinancial.com