Privacy Policy

Privacy Policy for The Tax Lady

Last updated: October 26, 2024

The Tax Lady (“we,” “us,” or “our”) values the trust our clients place in us and is committed to safeguarding your privacy. This Privacy Policy explains how we collect, use, disclose, and protect the personal information of our clients when they use our tax preparation and related services.

1. Information We Collect

We collect and process certain personal information to provide our tax services effectively. The types of information we may collect include:

  • Personal Identification Information: Name, address, email, phone number, Social Security Number, and other identifying details.

  • Financial Information: Income details, employment information, tax documents, investment and income sources, and other financial data needed for tax preparation.

  • Government IDs: Taxpayer Identification Number (TIN), Social Security Number, and any other required government-issued ID.

  • Additional Information: Information required to understand your tax situation, such as marital status, dependents, and other relevant tax-related data.

2. How We Use Your Information

The information we collect is used solely for purposes related to tax preparation and filing, including:

  • Preparing and filing your federal and state tax returns.

  • Communicating with you regarding tax matters.

  • Responding to questions or requests and providing support.

  • Fulfilling any legal or regulatory requirements related to tax preparation.

3. How We Share Your Information

We respect your privacy and will not sell, trade, or otherwise share your personal information with third parties, except under these conditions:

  • With Your Consent: We may share information with third parties when we have your explicit consent.

  • Service Providers: We may engage third-party vendors (e.g., tax software providers) to perform services on our behalf. These providers are contractually obligated to protect your information and only use it for purposes authorized by The Tax Lady.

  • Legal Requirements: We may disclose information if required by law, such as in response to a court order, government request, or to protect our legal rights.

4. Data Security

We are committed to securing your personal information and use appropriate technical and organizational measures to protect your data from unauthorized access, alteration, or disclosure. Despite these efforts, we cannot guarantee absolute security due to the inherent nature of the internet.

5. Data Retention

We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with our legal obligations, and maintain accurate financial and audit records.

6. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

  • Access your personal information.

  • Request correction of inaccurate or incomplete information.

  • Request deletion or restriction of your data in certain circumstances.

  • Withdraw consent for data processing, where applicable.

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

7. Children’s Privacy

Our services are intended only for individuals 18 years and older. We do not knowingly collect or process information from children under 13 years old.

8. Changes to Our Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will update the “Last updated” date at the top of this page. Please review this policy periodically for any changes.

9. Contact Us

For questions, concerns, or to exercise your data rights, please contact us at:

The Tax Lady
Email: Cynthia@thetaxeslady.com
Phone: (619)915-8886