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Privacy Policy

Effective Date: [November 2024]

SwishTax ("we," "us," "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information in accordance with applicable laws, including the Gramm-Leach-Bliley Act (GLBA), the Internal Revenue Code (IRC), and other privacy regulations.

By engaging with our services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We collect personal and financial information from our clients in order to provide tax preparation, accounting, and related services. The types of information we may collect include:

  • Personal Information: Name, address, phone number, email address, Social Security Number (SSN), date of birth, and other identifying information.
  • Financial Information: Income, deductions, credits, and other financial data relevant to tax preparation.
  • Tax-Related Documents: Tax returns, W-2s, 1099 forms, business financial records, and other tax-related documentation.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To prepare and file your tax returns accurately.
  • To provide financial advice and tax-related services.
  • To communicate with you regarding your tax filings, updates, and related services.
  • To comply with legal and regulatory requirements.
  • To prevent fraud and other financial crimes.

3. How We Share Your Information

We do NOT sell or rent your personal information to third parties. However, we may share your information in the following circumstances:

  • Service Providers: We may share your information with third-party service providers who assist us in providing tax preparation and related services. These may include document storage providers, tax software vendors, and others. These service providers are required to maintain the confidentiality of your information and use it solely for the purpose of providing services to us.
  • Legal and Regulatory Requirements: We may disclose your information to comply with applicable laws, regulations, or legal processes, including IRS requirements.
  • With Your Consent: We may share your information with third parties ONLY if you give us explicit consent to do so.

4. Data Security

We implement reasonable safeguards to protect your personal and financial information from unauthorized access, loss, or alteration. These measures include:

  • Secure storage of physical and electronic records.
  • Encryption of sensitive information transmitted over the internet.
  • Access controls and regular monitoring of our systems.

While we take reasonable steps to protect your information, please be aware that no method of electronic transmission or storage is entirely secure, and we cannot guarantee the security of your data.

5. Your Rights

As a client, you have the following rights regarding your personal information:

  • Access: You may request access to the personal and financial information we hold about you.
  • Correction: You may request corrections to any inaccurate or incomplete information.
  • Deletion: In certain circumstances, you may request that we delete your personal data, subject to legal and regulatory requirements.
  • Opt-Out: You can opt-out of communications from us, such as promotional emails, at any time.

6. Data Retention

We retain your personal and financial information for as long as necessary to provide our services to you, comply with legal requirements, or resolve any disputes. After this period, we will securely dispose of your information in accordance with applicable regulations.

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience and analyze website traffic. You can disable cookies through your browser settings, but this may affect the functionality of our website.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any updates will be posted on this page with an updated "Effective Date." We encourage you to review this Privacy Policy periodically.

9. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us at:

SwishTax

Phone: TBD

Email: Admin@swishtax.com