It All Begins Here
Secure File Sharing & Document Delivery
At DeJong Advisory LLC, protecting your confidential tax and financial information is a top priority. As an Enrolled Agent, I follow strict standards under IRS Circular 230, Publication 4557, and federal data security requirements to safeguard your data.
Our Security Practices
• All client records are stored in encrypted, access-controlled systems with limited access.
• I maintain a written information security plan and regularly review procedures to ensure compliance.
• Sensitive documents are never stored longer than necessary and are securely destroyed when retention periods expire.
How to Safely Send Documents to Me
For your protection, please do not send sensitive information (such as W-2s, 1099s, Social Security numbers, bank statements, or prior tax returns) via regular email, text, or unsecured links.
Recommended Secure Options:
• Verifyle (my preferred secure file-sharing platform) — Bank-level encryption designed for tax professionals. I can send you a personalized, secure upload link.
• Encrypted email with password protection (password sent separately via phone or text).
• In-person delivery or USPS Certified Mail for physical documents.
If you prefer another secure method, let me know and I’ll work with you to ensure safe delivery.
Your privacy and the security of your information matter. If you have questions about our procedures or need help with secure file transfer, contact me directly — I’m happy to assist.