Privacy Policy

Taxman Financial Privacy Policy

Taxman Financial is committed to protecting the privacy rights of our clients. We understand the importance of protecting the personal information of our customers. These rights are protected by the Internal Revenue Code, the Privacy Act of 1974, the Freedom of Information Act, and IRS policies and practices. This privacy policy is intended to inform our customers of our commitment to protecting their personal information, and to provide transparency regarding the data that we collect and how we use it.

Data Collection

To provide our customers with accurate and efficient tax preparation services, we collect a variety of personal information, including but not limited to:
• Personal identification information (name, address, social security number, Driver License, etc.)
• Income and employment information (W-2 forms, 1099 forms, etc.)
• Financial information (bank account numbers, investment information, etc.)

Data Use

The personal information that we collect is used solely for the purpose of preparing and filing our customers’ tax returns. We will not share or disclose any personal information to any third party without the express consent of the customer, except as required by law or as necessary to complete the tax preparation process.

Data Security

We take the security of our customers’ personal information very seriously. We have implemented physical, electronic, and administrative safeguards to protect this information from unauthorized access, use, or disclosure. Additionally, we will only retain customer digital data for as long as it is necessary for tax preparation purposes or as required by law.

Data Access and Correction

Our customers have the right to access and correct any personal information that we have collected about them. To do so, please contact our office and we will provide you with the necessary information.

Changes to the Privacy Policy

We reserve the right to make changes to this privacy policy at any time. Any changes will be posted on our website and will take effect immediately upon being posted.
If you have any questions or concerns about our privacy policy, please do not hesitate to contact us.