Privacy Policy

Effective Date: March 15, 2025

At Taylor Tax Services ("we," "our," or "us"), we are committed to safeguarding your personal information and ensuring transparency regarding how we handle your data. This Privacy Policy outlines the types of information we collect, how we use it, and your rights related to your information.

1. Information We Collect

We may collect the following types of information:

Personal Identification Information: Such as your name, email address, phone number, mailing address, and other contact details provided when you engage our services.
Financial and Tax-Related Information: Information you provide during consultations or through documents necessary for tax advisory and preparation services.
Technical Information: Including IP address, browser type, operating system, and browsing behavior through cookies and analytics tools.

2. How We Use Your Information

We use the information collected in the following ways:

To provide and improve our tax advisory, planning, and preparation services
To communicate with you regarding your account, appointments, updates, or special offers
To respond to inquiries and provide customer support
To comply with applicable laws and regulatory obligations

3. Data Security

We employ industry-standard security practices to ensure your personal and financial data is protected from unauthorized access, disclosure, alteration, or destruction. These measures include encrypted communications, secure data storage, and access control policies.

4. Sharing of Information

We do not sell, rent, or trade your personal information to third parties. However, we may share your information with:

Trusted third-party service providers (e.g., scheduling platforms, payment processors) who assist in delivering our services
Government or regulatory bodies when required by law or legal proceedings

5. Your Data Rights

You have the right to:

Access the personal data we hold about you
Request correction of inaccurate information
Request deletion of your data, subject to any legal or contractual obligations
Withdraw consent for data processing, where applicable

To exercise any of these rights, please contact us directly.

6. Changes to This Policy

We may revise this Privacy Policy periodically. Any updates will be posted on this page with a revised "Effective Date." We encourage you to review this policy regularly to stay informed about how we protect your information.

If you have any questions or concerns regarding our Privacy Policy, reach out to us today at staylor@taylor-tax-services.com.