Privacy Policy

Information We Collect

We collect information that you provide directly to us, including:

• Personal Identification Information: Name, address, phone number, email address, date of birth, and Social Security Number
• Financial Information: Income details, bank account information, investment accounts, business financials, and tax documents
• Employment Information: Employer name, address, and income information
• Family Information: Spouse and dependent details for tax filing purposes

How We Use Your Information

We use the information we collect to:

• Prepare and file your federal and state tax returns
• Provide tax planning and financial advisory services
• Communicate with you about your account and services
• Respond to your inquiries and provide customer support
• Comply with legal and regulatory requirements
• Protect against fraud and unauthorized transactions

Information Sharing & Disclosure

We may share your information with:

• Tax Authorities: As required by law, we may share information with the Internal Revenue Service (IRS) and state tax agencies
• Service Providers: Third-party vendors who assist us in providing services (e.g., tax software providers, document storage services)
• Legal Requirements: When required by law, court order, or government regulation

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

• Encrypted data transmission (SSL/TLS)
• Secure document storage systems
• Access controls and authentication requirements
• Regular security assessments and updates

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which we collected it, including for the purposes of satisfying any legal, accounting, or reporting requirements. Tax-related documents are typically retained for at least 7 years as required by IRS guidelines.

Your Rights

You have the right to:

• Access and receive a copy of your personal information
• Request correction of inaccurate personal information
• Request deletion of your personal information (subject to legal retention requirements)
• Opt-out of certain data sharing (where applicable)

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us: