Privacy Policy

Introduction

R Tax Services ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Contact us through our website contact form
• Schedule an appointment through our booking system
• Use our client portal
• Subscribe to our newsletter or blog
• Engage our tax preparation services

This information may include:

• Name and contact information (email address, phone number, mailing address)
• Social Security Number or Employer Identification Number
• Financial information (income, deductions, tax documents)
• Other information relevant to your tax preparation needs

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and usage, including:

• IP address
• Browser type and version
• Pages visited and time spent on pages
• Referring website
• Device information

How We Use Your Information

We use the information we collect to:

• Provide tax preparation and related professional services
• Communicate with you about your tax matters
• Respond to your inquiries and requests
• Schedule and manage appointments
• Improve our website and services
• Send you updates and information about our services (with your consent)
• Comply with legal obligations and tax regulations
• Prevent fraud and ensure security

How We Protect Your Information

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Secure Socket Layer (SSL) encryption for data transmission
• Secure storage systems with restricted access
• Regular security assessments and updates
• Employee training on data protection and confidentiality
• Secure client portal for document exchange

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your consent: When you authorize us to share information with third parties
• Service providers: With trusted third-party service providers who assist in operating our website or providing our services (e.g., email service providers, appointment scheduling software)
• Legal requirements: When required by law, court order, or governmental authority
• IRS and tax authorities: As required for filing tax returns and compliance with tax regulations
• Professional advisors: With attorneys, accountants, or other professional advisors when necessary for providing services

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Tax-related documents are retained in accordance with IRS regulations and professional standards, typically for a minimum of seven years.

Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information (subject to legal retention requirements)
• Opt-out of marketing communications
• Object to certain processing of your information
• Request a copy of your information in a portable format

To exercise these rights, please contact us using the information provided below.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small files stored on your device that help us understand how you use our website. You can control cookie settings through your browser preferences.

Third-Party Links

Our website may contain links to third-party websites, including our appointment scheduling service (TidyCal) and client portal. We are not responsible for the privacy practices of these third-party sites. We encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website and updating the "Last Updated" date.

Professional Standards

As tax professionals, we are bound by professional standards and ethical obligations regarding client confidentiality, including IRS Circular 230 regulations. We maintain the confidentiality of your tax information in accordance with these professional standards.

Contact Us

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

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By using our website and services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.