Privacy Policy for Tax & Beyond LLC

Effective Date: Jan 01, 2025

At Tax & Beyond LLC, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website www.mytaxbeyond.com or engage with our services. By using our services, you consent to the data practices described in this policy.

  1. Information We Collect

We may collect the following types of information when you interact with our website or services:

  • Personal Information: Information such as your name, email address, phone number, mailing address, and any other information you provide to us when requesting a consultation, submitting forms, or signing up for newsletters.
  • Financial Information: For clients using our tax-related services, we may collect financial data, such as income, tax returns, deductions, and other financial information necessary for preparing and filing taxes.
  • Usage Data: Information about how you interact with our website, including IP addresses, browser type, device type, and web pages visited. This information may be collected automatically through cookies and other tracking technologies.
  • Cookies and Tracking Technologies: We use cookies and similar technologies to enhance your experience and collect information about how you use our website. You can modify your browser settings to refuse cookies or alert you when cookies are being sent.
  1. How We Use Your Information

We use the information we collect in the following ways:

  • To provide and improve our services, including tax preparation, advice, and consulting.
  • To communicate with you, respond to your inquiries, and send updates about our services.
  • To process payments and complete transactions related to our services.
  • To personalize your experience and offer content that may be of interest to you.
  • To comply with legal obligations, including regulatory requirements related to taxes and financial records.
  • To detect and prevent fraud, unauthorized transactions, or other security issues.
  1. Sharing Your Information

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

  • Service Providers: We may share your information with third-party service providers who help us operate our business, including tax filing platforms, payment processors, email marketing platforms, and hosting services. These providers are contractually obligated to protect your information and use it only for the purposes we specify.
  • Legal Compliance: We may disclose your information if required by law or in response to legal processes, such as a court order, subpoena, or government inquiry.
  • Business Transfers: If Tax & Beyond LLC is involved in a merger, acquisition, or asset sale, your personal data may be transferred as part of that transaction.
  1. Security of Your Information

We implement reasonable security measures to protect your personal and financial information. However, no method of transmission over the internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

  1. Your Rights and Choices

You have the right to:

  • Access Your Information: You can request access to the personal information we hold about you and request copies of such data.
  • Correct or Update Your Information: If any of your information is inaccurate or incomplete, you may update it by contacting us directly.
  • Delete Your Information: In certain circumstances, you can request the deletion of your personal data, subject to legal and contractual obligations.
  • Opt-Out of Marketing Communications: You can opt-out of receiving promotional emails or newsletters from us by following the unsubscribe link in any email we send or by contacting us directly.
  1. Third-Party Websites

Our website may contain links to third-party websites, including links to tax-related resources and payment processors. We are not responsible for the privacy practices of these websites. We encourage you to review their privacy policies before providing any personal information.

  1. Children’s Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect or solicit personal information from children under 13. If we become aware that a child has provided us with personal information, we will take steps to delete such information.

  1. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. If we make significant changes, we will notify you by updating the “Effective Date” at the top of this policy or by providing additional notice as required by law.

  1. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Tax & Beyond LLC
taxbeyond24@gmail.com
716-603-5237

 

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