Privacy Policies
Privacy Policy
TAX-411 ("we," "our," or "us") values your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy outlines how we collect, use, store, and safeguard your information when you engage with our services, including tax preparation, accounting, bookkeeping, and IRS representation.
1. Information We Collect
We may collect the following types of information to deliver our services effectively:
Personal Information:
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Full name, address, phone number, email address
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Social Security Number (SSN), Employer Identification Number (EIN)
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Date of birth, marital status, and dependent details
Financial and Tax Information:
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Income, wages, investments, and deductions
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Bank account details for refunds or payments
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Business financials, payroll records, and ledgers
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IRS or state tax documents and correspondence
Professional Information (for business clients):
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Business entity documents
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Tax ID numbers
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Accounting and bookkeeping records
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Sales and expense reports
2. How We Use Your Information
We use the information collected for the following purposes:
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To prepare and file federal and state tax returns
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To provide accounting and bookkeeping services
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To represent you before the IRS or other tax authorities
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To respond to audits, notices, or compliance issues
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To communicate with you regarding your financial or tax matters
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To comply with legal obligations and regulatory requirements
3. Information Sharing and Disclosure
We do not sell, trade, or rent your personal information. We may share your data only in the following situations:
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With your consent: When you authorize us to disclose information to third parties.
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With service providers: We may share information with trusted vendors who assist in securely processing your data (e.g., e-filing platforms, payment processors), under strict confidentiality agreements.
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To comply with the law: When required by court order, subpoena, or applicable law.
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To protect our rights: If necessary to prevent fraud, enforce our legal terms, or ensure the safety of our clients or staff.
4. Data Security
We implement industry-standard safeguards to protect your personal and financial information, including:
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Secure file storage and encrypted digital systems
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Restricted access to sensitive information
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Firewalls and anti-virus protections
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Regular system monitoring and staff confidentiality agreements
Despite our efforts, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security but strive to protect your data to the highest standards.
5. Retention of Records
We retain your information only for as long as necessary to provide services, meet legal obligations, and resolve disputes. When no longer needed, your data will be securely destroyed or anonymized.
6. Your Rights and Choices
You have the right to:
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Access the personal information we hold about you
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Request corrections to inaccurate data
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Withdraw consent for data processing (where applicable)
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Request deletion of your data, subject to legal limitations
To make a request, please contact us at the address below.
7. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.
8. Updates to This Policy
We may update this Privacy Policy periodically. When we do, we will revise the “Effective Date” at the top. We encourage you to review this policy regularly.
9. Contact Us
If you have any questions or concerns regarding this Privacy Policy, or if you wish to exercise your rights, please contact us:
TAX-411
11455 Paramount Blvd. Ste A Downey, CA 90241
(562) 869-4000
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