Privacy Policy

We use the information we collect for the following purposes:

• To provide tax preparation and IRS resolution services
• To communicate with you about your tax matters and appointments
• To respond to your inquiries and provide customer support
• To file tax returns and represent you before tax authorities
• To comply with legal and professional obligations
• To send you information about our services, updates, and educational content (with your consent)
• To improve our website and service offerings
• To detect, prevent, and address technical issues or fraudulent activity

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

• Tax Authorities: We share information with the IRS and state tax agencies as necessary to file your tax returns and resolve tax matters
• Service Providers: We may share information with trusted third-party service providers who assist us in operating our business (e.g., cloud storage, accounting software), subject to confidentiality agreements
• Legal Requirements: We may disclose information when required by law, court order, or governmental request
• Professional Standards: We comply with professional standards and regulations governing tax practitioners, which may require certain disclosures
• With Your Consent: We may share information with your explicit consent for other purposes

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Secure encrypted connections (SSL/TLS) for data transmission
• Password-protected systems and restricted access to personal information
• Regular security assessments and updates
• Employee training on data privacy and security practices
• Secure storage and disposal of physical documents

However, please note that no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

We retain your personal information for as long as necessary to provide our services and comply with legal, regulatory, and professional obligations. Tax records and related documents are typically retained for a minimum of seven years, in accordance with IRS guidelines and professional standards. After this period, we securely destroy information that is no longer needed.

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 that we correct inaccurate or incomplete information
• Deletion: You may request deletion of your information, subject to legal and professional retention requirements
• Opt-Out: You may opt out of receiving marketing communications from us at any time
• Withdrawal of Consent: Where we rely on your consent to process information, you may withdraw that consent

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

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 third-party sites you visit.

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will post the updated policy on this page with a new "Last updated" date. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

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