1. Information We Collect
1.1. We collect personal, financial, and tax-related information only for preparing and filing your tax returns.
1.2. This may include your name, contact number, email, and specific tax-related information.
1.3. Your information is used solely for tax preparation, e-filing, compliance, and service-related communication.
1.4. We do not sell, rent, or trade your personal data with any third parties.
2. Data Security & Protection
2.1. To ensure the highest level of security, all data is encrypted both in transit (using SSL/TLS) and at rest on our servers.
2.2. Access to your sensitive information is strictly restricted to authorized personnel only who require it to perform their job functions.
2.3. We diligently follow IRS Publication 1075 guidelines and industry-standard cybersecurity practices to protect all taxpayer data.
3. Storage & Retention
3.1. We store your data on secure servers and retain it only as long as necessary for the purpose of tax filing or as explicitly required by law.
3.2. After the mandatory retention period expires, your data is securely and permanently deleted from our systems in accordance with our data destruction policies.
4. Third-Party Services
4.1. We utilize third-party tools for functions such as e-filing, payment processing, and identity verification. All of these tools are vetted to ensure they follow strict data-security standards.
4.2. We ensure all our partners and third-party services fully comply with all applicable IRS data-protection requirements and regulations.
5. Your Rights
5.1. You have the right to request access to, correction of, or deletion of your personal data, subject to any overriding legal and IRS regulatory requirements for data retention.
5.2. You can opt out of any non-essential communications (such as marketing emails) from us at any time by following the unsubscribe link in the communication.
6. Updates to Policy
6.1. This Privacy Policy may be updated periodically to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any changes will be posted on our website with the revised effective date clearly stated.