Privacy Policy
How we handle the information you share with us.
Template notice. This policy is a starting template. It has not been reviewed by an attorney and does not yet reflect the firm’s actual data-handling practices, retention schedule or the specific obligations that apply to tax preparers (including IRC §7216 and the FTC Safeguards Rule). Have counsel review and adapt it before the site goes live.
Information we collect
To prepare a return or provide planning services we collect information you give us directly: identifying details, income and deduction records, prior returns and the documents you provide in support of them. We also collect basic contact details when you submit a form on this site.
How we use it
We use your information to prepare and file your returns, to respond to your enquiries, to meet our own legal and regulatory obligations, and to contact you about your engagement. We do not sell your information.
Disclosure of tax return information
Federal law restricts how a tax return preparer may use or disclose tax return information. We disclose it only as permitted by law, as necessary to prepare and file your return, or with your written consent.
How we protect it
We maintain administrative, technical and physical safeguards intended to protect your information against unauthorised access, alteration and disclosure. No method of storage or transmission is perfectly secure, which is why we ask you not to send sensitive identifiers through the contact forms on this site.
Retention
We retain records for the period required by professional and legal obligations, and dispose of them securely afterwards. The specific retention schedule will be stated here once finalised.
This website
This site is a static website. It does not set advertising cookies or run third-party analytics. It loads a web font from Google Fonts, which means your browser makes a request to that service when a page loads.
Your choices
You may request a copy of the information we hold about you, ask us to correct it, or ask about our retention practices. Contact us using the details below.
Contact
Your Tax Office
1200 Meridian Avenue, Suite 400, Your City, ST 00000
hello@yourtaxoffice.example ·
(555) 010-4200
Schedule Your Appointment Today
Let us help you make the most of this tax season.