Information We Collect

To provide you with tax preparation services, we collect various types of information, including:

• Personal Identification Information: Name, address, phone number, email address, Social Security Number, date of birth, and driver's license or other government-issued ID.
• Financial Information: Income sources, W-2 forms, 1099 forms, investment statements, bank account information, prior year tax returns, and other financial documents.
• Tax-Specific Information: Filing status, dependents, deductions, credits, and other tax-related data necessary to prepare your tax return.
• Contact Information: Information you provide when contacting us via phone, email, website form, or in person.

How We Use Your Information

We use your information solely for the purpose of providing tax preparation services and related activities:

• Preparing and filing your federal, state, and local tax returns
• Communicating with you about your tax matters
• Providing tax planning advice and consultation
• Responding to IRS or state tax authority inquiries on your behalf
• Processing payments for our services
• Sending important updates about tax law changes or our services (with your consent)
• Complying with legal and regulatory requirements

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties for marketing purposes. We may share your information only in the following circumstances:

• With Government Agencies: We disclose information to the IRS and state tax authorities as required to prepare and file your tax returns.
• With Your Consent: We may share information with third parties when you explicitly authorize us to do so.
• For Legal Compliance: We may disclose information when required by law, court order, or governmental regulation.
• Service Providers: We may share information with trusted third-party service providers who assist us in operating our business (such as secure document storage providers), subject to confidentiality agreements.

Data Security

We employ industry-standard security measures to protect your information:

• Encryption of sensitive data both in transit and at rest
• Secure document storage with access controls
• Regular security assessments and updates
• Employee training on data privacy and security protocols
• Physical security measures at our office locations
• Secure destruction of documents when no longer needed

Despite our best efforts, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security but we strive to use commercially acceptable means to protect your information.

Data Retention

We retain your tax information for the period required by professional standards and applicable laws. Generally, we retain tax records for a minimum of seven years from the return filing date, as recommended by the IRS. After this period, we securely dispose of your information.

Cookies and Website Tracking

Our website may use cookies and similar tracking technologies to enhance your browsing experience. These technologies help us analyze website traffic, understand user preferences, and improve our services. You can control cookie settings through your browser preferences.

Your Rights and Choices

You have certain rights regarding your personal information:

• Access: You may request access to the personal information we hold about you.
• Correction: You may request correction of inaccurate or incomplete information.
• Deletion: You may request deletion of your information, subject to legal retention requirements.
• Opt-Out: You may opt out of marketing communications at any time.
• Withdraw Consent: You may withdraw consent for data processing, where applicable.

To exercise these rights, please contact us using the information provided below.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any website you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The updated version will be posted on our website with a revised "Last Updated" date. We encourage you to review this policy regularly.

Contact Us

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