Privacy Policy
Last updated: January 1, 2026
Information We Collect
We collect information you provide directly, including: name, email, phone number, Social Security numbers, financial documents, tax returns, business records, and other information necessary to provide our services. We also collect website usage data through cookies and analytics.
How We Use Your Information
We use your information to:
- Prepare and file tax returns on your behalf
- Provide bookkeeping, LLC formation, and other financial services
- Communicate with you about your account and services
- Comply with legal and regulatory requirements
- Improve our website and services
Information Security
We protect your information using 256-bit SSL encryption, secure cloud storage with access controls, encrypted client portal for document exchange, regular security audits and monitoring, and strict employee access policies. We take the security of your financial data extremely seriously.
Information Sharing
We do not sell, trade, or rent your personal information. We may share information with: the IRS and state tax agencies as necessary to file returns on your behalf, service providers who assist in our operations (under strict confidentiality agreements), and law enforcement when required by law.
Your Rights
You have the right to: access your personal information, request corrections to inaccurate data, request deletion of your data (subject to legal retention requirements), opt out of marketing communications, and request a copy of your data in a portable format.
Cookies
Our website uses essential cookies for functionality and analytics cookies to understand how visitors use our site. You can control cookie settings through your browser preferences.
Changes to This Policy
We may update this privacy policy from time to time. We will notify you of material changes by posting the updated policy on our website with a new "Last Updated" date.
Contact Us
If you have questions about this privacy policy or our data practices, please contact us at privacy@budgetedtaxsolutions.com or call (555) 123-4567.