Tax Shack Financial Inc. - Privacy Policy
This Privacy Policy outlines how Tax Shack Financial, Inc. collects, uses and protects the personal and financial information of our clients. We protect your information based on and in accordance with federal and state regulations, such as the Graham-Leach-Bliley Act and Treasury Department Circular 230.
Information We Collect:
We collect nonpublic personal information from various sources. This includes the information you provide on a client data sheet, applications, organizers and other documents as well as details about your transactions with Tax Shack Financial, Inc. We may also receive information from outside agencies like banks, insurance companies and brokerage firms. This information may encompass your name, address, Social Security Number, ITIN, Income and Financial Holdings, all necessary tor providing services to you.
How we use your information:
Your information is used solely for the tax preparation, advisory services and insurance services you've requested. This includes preparing your tax returns, bookkeeping, payroll, assisting with tax questions, providing tax planning advice and communicating with tax authorities on your behalf when authorized. We will obtain your explicit consent before using your information for any secondary purposes, except as required by law.
Information Disclosure:
We do not disclose your nonpublic personal information to anyone, except when permitted or required by law. This may involve disclosures needed to process tax returns, responses to legal requests, compliance with laws or licensing rule, or disclosures with your written consent for specific matters, such as mortgage or insurance applications.
Data Security:
We are committed to protecting your information through physical, electronic and procedural safeguards that meet federal regulations. These safeguards include limiting access to authorized employees, using secure technology for transmission and storage, implementing protective software, providing employee training on security, maintaining secure date backups, and securely disposing of paper documents.
Data Retention:
We keep records of professional services for as long as needed to serve you and comply with professional's guidelines and legal requirements. Generally, data is retained for seven years or as legally mandated. After this period, data is securely deleted or anonymized.
Your Privacy Rights:
You have rights regarding your personal information. These include accessing your data, requesting corrections, asking for deletions, which are subject to retention rules and objecting to certain data processing. To exercise these rights, please contact us using the following contact information.
Tax Shack Financial Inc.
62 Lake Nepessing Road, Lapeer, MI 48446
(810) 664-1040
don.hughes@!taxshack.com