Privacy Policy

1. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Contact us through our website or contact form
• Request tax preparation services
• Apply for an ITIN (Individual Taxpayer Identification Number)
• Use our notary or document translation services
• Subscribe to our newsletter or communications

This information may include:

• Full name
• Email address
• Phone number
• Mailing address
• Social Security Number or Tax Identification Number
• Date of birth
• Financial information (income, expenses, deductions)
• Employment information
• Family member information (for tax filing purposes)

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

• IP address
• Browser type and version
• Operating system
• Pages visited and time spent on pages
• Referring website addresses
• Date and time of visits

2. How We Use Your Information

We use the information we collect to:

• Provide tax preparation and filing services
• Process ITIN applications
• Provide notary public services
• Perform document translation services
• Communicate with you about your tax returns and services
• Send you important notices and updates
• Respond to your inquiries and provide customer support
• Comply with IRS regulations and legal obligations
• Improve our website and services
• Send marketing communications (with your consent)
• Prevent fraud and enhance security

3. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

Tax Authorities

We are required by law to file your tax returns with the Internal Revenue Service (IRS) and applicable state tax authorities.

Service Providers

We may share information with trusted third-party service providers who assist us in:

• Tax software and e-filing services
• Payment processing
• Email delivery services
• Website hosting and maintenance

Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or to:

• Comply with legal processes
• Protect our rights and property
• Prevent fraud or illegal activities
• Ensure the safety of our clients and staff

4. Data Security

We implement appropriate technical and organizational security measures to protect your personal information, including:

• Secure Socket Layer (SSL) encryption for data transmission
• Password-protected systems and databases
• Restricted access to personal information
• Regular security assessments and updates
• Employee training on data protection and privacy
• Secure physical storage of paper documents

However, 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.

5. Data Retention

We retain your personal information for as long as necessary to:

• Provide our services to you
• Comply with IRS record retention requirements (minimum 3-7 years)
• Meet legal and regulatory obligations
• Resolve disputes and enforce agreements

After the retention period expires, we will securely destroy or anonymize your personal information.

6. Your Privacy Rights

You have the right to:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal retention requirements)
• Opt-Out: Unsubscribe from marketing communications at any time
• Data Portability: Request a copy of your data in a structured, machine-readable format
• Withdraw Consent: Withdraw consent for data processing where consent was given

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

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience. Cookies are small text files stored on your device that help us:

• Remember your preferences
• Understand how you use our website
• Improve website functionality
• Analyze website traffic and performance

You can control cookies through your browser settings. However, disabling cookies may affect the functionality of our website.

8. Third-Party Websites

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 websites you visit.

9. Children's Privacy

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, we will take steps to delete such information.

10. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including:

• The right to know what personal information we collect, use, disclose, and sell
• The right to request deletion of your personal information
• The right to opt-out of the sale of your personal information (we do not sell personal information)
• The right to non-discrimination for exercising your privacy rights

11. International Users

Our services are provided from the United States. If you are accessing our website from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located and we operate.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by:

• Posting the updated policy on our website
• Updating the "Last Updated" date at the top of this page
• Sending you an email notification (for significant changes)

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

13. Contact Us

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