Privacy Policy

Last Updated: 9/20/2026

Information We Collect

We collect information necessary to prepare and file your tax returns, including but not limited to:

  • Personal Information: Name, address, date of birth, Social Security Number, contact information
  • Financial Information: Income documents (W-2s, 1099s), bank account information for direct deposit, investment records
  • Tax Documents: Prior year returns, tax forms, receipts, and supporting documentation
  • Dependent Information: Names, dates of birth, and Social Security Numbers of dependents
  • Account Data: Login credentials, portal access codes, communication preferences

How We Use Your Information

Your information is used solely for tax preparation and administrative purposes:

  • Preparing and filing federal and state tax returns
  • Communicating with you about your tax return status
  • Responding to inquiries from tax authorities on your behalf
  • Maintaining accurate records as required by law
  • Managing your client portal and document uploads

Information Sharing & Disclosure

We do not sell, rent, or share your personal information with third parties except:

  • Tax Authorities: IRS and state tax agencies as required by law
  • Service Providers: Tax software vendors and e-file providers necessary for return preparation and submission
  • Legal Requirements: When required by law, court order, or government request
  • With Your Consent: When you explicitly authorize disclosure

✓ We will NEVER use your data for marketing purposes without explicit consent.

Data Security & Storage

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

  • Encrypted data transmission (SSL/TLS)
  • Secure cloud storage with access controls
  • Role-based access limitations for staff
  • Regular security audits and monitoring
  • Secure document upload and storage systems

Data Retention: We retain your tax records for a minimum of seven (7) years as required by IRS regulations. You are responsible for maintaining your own copies of all original documents.

Your Rights

You have the right to:

  • Access and review your personal information
  • Request corrections to inaccurate information
  • Withdraw consent for communications (excluding legally required notices)
  • Request a copy of your data in our systems
  • File a complaint with relevant data protection authorities

CRM & Portal Data Disclosure

Information submitted through our intake forms, client portal, and CRM systems is used solely for tax preparation and client management purposes. All data is stored securely within our encrypted systems and accessed only by authorized tax professionals assigned to your account. Your portal access is protected by a unique access code and session management for your security.

Third-Party Services

Our platform uses Base44 infrastructure for secure hosting and data management. We also use IRS-approved e-file providers for tax return transmission. These service providers are bound by strict confidentiality agreements and comply with all applicable data protection laws.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us through your assigned tax professional or the contact information provided at the time of service.

This Privacy Policy is subject to change. We will notify you of any material changes through your registered email address or portal notifications.