To Our Clients

This Privacy Policy outlines our policies and procedures for collecting, using, and disclosing your information when you interact with Tax Daddy, including when you use our website, client portal, or engage our services. This Privacy Policy applies to all individuals who interact with Tax Daddy, including clients, website visitors, and individuals who contact us for information.

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations.

Types of Data Collected

At Tax Daddy, we are committed to protecting your privacy and providing transparency about the types of data we collect. Below is a summary of the information we may gather to serve you better:

Personal Data

When using our services, we may ask for certain personally identifiable information to contact or identify you. This may include:

We collect personal data you choose to provide when you interact with us, such as:

• • Contact Information: Name, email address, phone number, mailing address
• • Financial Information: Income, expenses, assets, liabilities, bank account details
• • Tax Information: Social Security Number, tax return documents (e.g., W-2s, 1099s)
• • Financial Planning Information: Investment goals, risk tolerance, retirement plans
• • Business Information: Company name, industry, financial statements, employee information
• • Collected Automatically: When you visit our website or use our online services, we may automatically gather certain data to enhance your experience.
• • Device Information: IP address, browser type, operating system, device type
• • Usage Data: Website browsing history, pages visited, time spent on pages

We collect this information to ensure we provide a secure, efficient, and personalized service for all your tax and financial needs.

Data Collection Methods

We collect personal information through various methods, including:

• • Forms: We collect information directly from you through forms on our website, such as client intake forms, engagement letters, and contact forms.
• • Emails: We collect information through email communications, such as inquiries, responses to our communications, and appointment scheduling.
• • Phone Calls: We may collect information during phone calls, such as inquiries, consultations, and service updates.
• • SMS: We collect information through SMS messages, including appointment confirmations, service updates, and inquiries.

Note: Phone numbers collected with SMS consent will not be shared with third parties or affiliates for rent or marketing purposes under any circumstances.

Usage Data

We automatically collect certain information when you use our services, such as:

• • Device Information: Your IP address, browser type, operating system, and device identifiers.
• • Usage Information: Pages visited, time spent on our website, and how you navigate our services.
• • Technical Information: Information collected through cookies and similar technologies.

Use of Your Personal Data

We use your personal and business information to:

• • Prepare your personal and business tax returns.
• • Provide tax and financial planning services at your request.
• • Comply with tax laws and regulations.
• • Improve our services to better meet your needs.
• • Conduct audits and reviews of your financial statements

Disclosure of Personal and Business Information

We may disclose your personal and business information in the following situations:

• • Authorized Third-Party Service Providers: Who assist us with our services.
• • Government Agencies: As required by law.
• • Other Relevant Parties: With your consent.

Confidentiality & Data Protection

The Tax Daddy/client relationship is one of mutual trust and confidence. Tax Daddy will not disclose any client’s confidential information without the prior written consent of the client, except under the circumstances specifically enumerated in applicable laws and regulations, including compliance with IRS Section 7216 and other confidentiality rules.

If we need to share any information with third parties, we will first obtain your explicit consent and explain the nature of the disclosure. We are committed to maintaining the highest standards of confidentiality and will take all necessary steps to protect your data.

Compliance with Confidentiality Rules

As required by professional standards, Tax Daddy is obligated to maintain the confidentiality of all client information. The firm will not disclose client information to third parties without prior consent, except as necessary to carry out professional services or when required by law.

The disclosure of confidential information will only be permitted under the following circumstances:

• • When required by law or regulation.
• • When necessary to provide professional services to the client.
• • When the client has provided prior written consent to the disclosure.

Any disclosure made under these circumstances will be handled with the utmost care to maintain the confidentiality of the client’s information.

Retention of Your Personal Data

Tax Daddy will retain your personal data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your personal data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

Tax Daddy will also retain usage data for internal analysis purposes. Usage data is generally retained for a shorter period of time, except when this data is used to strengthen the security or improve the functionality of our services, or when we are legally obligated to retain this data for longer periods.

Changes to this Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

You are advised to review this Privacy Policy periodically for any updates. Changes to this Privacy Policy are effective when they are posted on this page.