[BUSINESS NAME] ("we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices you may have regarding your information.
Effective date: [EFFECTIVE DATE]Depending on how you interact with us, we may collect the following categories of information:
Important: Please do not send Social Security numbers, full tax returns, bank account information, or other highly sensitive financial documents through the website's general contact form. Once you engage us, we will provide instructions for securely transmitting sensitive information and documents.
We may use the information we collect to:
We handle tax return information in accordance with applicable federal law, including Internal Revenue Code Section 7216 and related regulations and guidance. We will not use or disclose tax return information for purposes that require your consent without obtaining the required consent.
For additional information regarding the use and disclosure of tax return information, please review our Consent to Use and Disclose Tax Return Information page.
We do not sell your personal information. We may share information only as reasonably necessary to provide services, operate our business, comply with legal obligations, or as otherwise permitted or required by law.
SMS Privacy: Text message opt-in data and phone numbers will not be shared with third parties for their own marketing or promotional purposes. For more information about text communications, please review our SMS Terms and Communications Consent.
We maintain a written information security program designed to protect personal and financial information from unauthorized access, use, disclosure, alteration, or destruction.
Depending on the system and circumstances, our safeguards may include:
No method of transmitting or storing information is completely secure. Accordingly, we cannot guarantee absolute security of your information.
If we become aware of a security breach affecting your personal information, we will provide notifications to you and applicable authorities when and as required by law.
We retain tax, financial, and client records for as long as reasonably necessary to provide services, satisfy legal and regulatory requirements, comply with professional recordkeeping obligations, resolve disputes, and protect our legitimate business interests.
Tax records are generally retained for at least [3 to 7] years after the applicable return is filed, unless a longer retention period is required or appropriate under applicable law or professional standards.
Website inquiries and information from individuals who do not become clients may generally be retained for up to [24 months], unless a longer period is reasonably necessary for legal, security, recordkeeping, or business purposes.
When information is no longer required or reasonably necessary, we may securely delete, destroy, anonymize, or otherwise dispose of it in accordance with our policies and applicable law.
Depending on your location and applicable law, you may have certain rights regarding your personal information.
To make a privacy-related request, contact us at [EMAIL]. We may need to verify your identity before completing certain requests. We will respond within the period required by applicable law.
We do not sell personal information. Where applicable law gives you the right to opt out of the sale or sharing of personal information, you may contact us using the information below to exercise that right.
Our website is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the Site.
Information about dependents may be provided to us by a parent, guardian, or taxpayer for the purpose of preparing and filing a tax return. Such information is used for the tax preparation and related services for which it was provided and in accordance with applicable law.
We may use cookies, pixels, analytics tools, and similar technologies to operate, secure, analyze, and improve the Site.
These technologies may collect information such as your IP address, browser type, device information, pages viewed, referring website, and interactions with the Site.
For more information about the types of cookies we use and your choices, please review our Cookie Policy.
Our Site may contain links to third-party websites, including government websites such as IRS.gov, as well as scheduling, payment, document, software, or other services.
We do not control third-party websites and are not responsible for their privacy policies, security practices, content, or services. We encourage you to review the privacy policy of any third-party website before providing information to it.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, services, legal requirements, or other circumstances.
The effective date shown at the top of this page indicates when this version became effective. If we make material changes, we may provide additional notice when required by applicable law.
[BUSINESS NAME]
[ADDRESS]
[PHONE] · [EMAIL]