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Security & Compliance Statement

Data Protection & Compliance Overview

At Hyman Financial Solutions PLLC, protecting your personal and financial information is our highest priority. We are committed to maintaining the confidentiality, integrity, and security of every piece of data entrusted to us.

 

We follow strict U.S. federal and industry-specific data protection regulations, including:

  • IRS Publication 4557 – Safeguarding Taxpayer Data

  • FTC Safeguards Rule under the Gramm-Leach-Bliley Act (GLBA)

  • IRS Written Information Security Plan (WISP)

  • Applicable state and federal privacy laws granting opt-out and deletion rights

 

Our CPA-led firm also adheres to professional ethical standards including:

  • AICPA Code of Professional Conduct

  • IRS Circular 230 for tax professionals

  • Strict confidentiality and non-disclosure of client information unless authorized or legally required

Security Practices & Client Rights

We employ industry-standard best practices to secure client data across all platforms, including:

  • 256-bit encryption for data transmission and storage

  • Secure portals for file uploads, communication, and e-signatures

  • Multi-factor authentication (MFA) for all staff logins

  • Role-based access control to limit data exposure

  • Continuous monitoring for unusual network or account activity

  • Secure, cloud-based storage and automated backups

 

Clients of Hyman Financial Solutions have the right to:

  • Know what information we collect and why

  • Request corrections or deletion of personal data

  • Access or download records securely through the client portal

  • File a data protection request by emailing privacy@hymanfinancial.com

Incident Reporting & Ongoing Improvements

If you suspect a security breach or need to report suspicious activity, contact us immediately at:
Email: security@hymanfinancial.com

 

Our firm regularly reviews and updates its data protection framework, performs internal audits, and trains staff on evolving cybersecurity and compliance standards.
By continually improving our systems and controls, we ensure that your personal and financial data remains protected with the highest level of security and professionalism.

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Hyman Financial Solutions PLLC
www.hymanfinancial.com

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