At Premier Tax Resolution, we are committed to protecting your privacy and ensuring that your personal and financial information is kept confidential and secure. This Privacy Policy explains how we collect, use, store, and protect your personal data when you engage with our tax preparation services. By using our services, you consent to the practices outlined in this policy.
- Information We Collect
We collect personal information necessary to provide tax preparation services. The types of information we may collect include:
• Personal Identification Information: Full name, address, phone number, email address, date of birth, Social Security number, and other identification details.
• Financial Information: Income, expenses, deductions, and credits required to prepare your tax return, as well as supporting documents like W-2s, 1099 forms, and other tax records.
• Tax Documents: Any tax-related information you provide, including your previous tax returns, investment records, and other necessary documentation.
• Communication Information: Data about your preferences and requests regarding how we communicate with you, including via phone, email, or mail.
• Device and Usage Information: If you interact with our website or use our online services, we may collect certain device and usage data, such as IP addresses, browser type, and usage patterns to improve our services. - How We Use Your Information
We use the information we collect for the following purposes:
• Tax Preparation Services: To prepare and file your tax returns, including calculating tax obligations, providing advice, and ensuring compliance with applicable tax laws.
• Client Communication: To respond to your inquiries, provide updates on your tax preparation, and send you confirmations or reminders about appointments, document submissions, or tax filing statuses.
• Transactional and Service-Related Communications: To send important notices related to your tax filings, refunds, or any necessary actions related to your taxes.
• Compliance and Legal Obligations: To comply with tax laws, regulations, and legal requirements, including responding to IRS requests or other governmental bodies.
• Marketing Communications: With your consent, we may send you newsletters, promotions, or other information about additional services we offer. - How We Protect Your Information
We employ a variety of security measures to ensure the confidentiality and security of your personal and financial information. These measures include encryption, firewalls, access control systems, and secure data storage. While we take reasonable steps to protect your data, please note that no method of transmission over the internet or electronic storage is 100% secure. - Sharing of Your Information
We do not sell, rent, or trade your personal information. However, we may share your information in the following circumstances:
• Service Providers: We may share your data with trusted third-party service providers who assist us in providing tax preparation services, such as document management, IT services, or payment processing. These service providers are required to maintain the confidentiality and security of your data and may only use it for the purposes outlined in this Privacy Policy.
• Legal Compliance: We may disclose your information when required by law, such as in response to a subpoena, legal proceeding, or government request, or to protect our legal rights or the rights of others.
• Business Transactions: In the event of a merger, acquisition, or sale of all or a portion of our business, your information may be transferred as part of that transaction. We will notify you if such a transfer occurs. - Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including for tax preparation, legal compliance, and business purposes. Once your information is no longer needed, we will securely dispose of it in accordance with applicable laws. - Your Rights and Choices
You have the following rights regarding your personal information:
• Access: You can request access to the personal information we hold about you and obtain a copy of it.
• Correction: You can request that we correct any inaccuracies or update your personal information.
• Deletion: You can request that we delete your personal information, subject to certain legal exceptions.
• Opt-Out: You have the right to opt-out of marketing communications at any time by following the instructions in the communications we send you or contacting us directly.
To exercise any of these rights, please contact us using the details provided below.
- Cookies and Tracking Technologies
We may use cookies or similar technologies on our website to improve user experience, analyze site traffic, and tailor content. You can control the use of cookies through your browser settings, but please note that disabling cookies may affect your ability to use certain features of our website. - Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal requirements. Any updates will be posted on our website, and the updated policy will be effective as of the date indicated. We encourage you to review this policy periodically. - Contact Information
If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us at:
Premier Tax Resolution
Manhattan Beach, CA
Phone: (888) 482-4705
Email: info@premiertaxfirm.com
By using our services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms. If you do not agree with this policy, please refrain from using our services.