Privacy Policy

Effective Date: 09/18/2024

Introduction

At TAXX SURGEONS & CO LLC, we are committed to protecting your privacy and safeguarding the personal and financial information you provide to us. This Privacy Policy outlines how we collect, use, and protect your personal data in compliance with applicable laws and regulations. By using our services, you consent to the practices described in this policy.

1. Information We Collect

We may collect the following types of personal and financial information from clients to provide tax preparation services:

- Personal Identification Information: Name, address, phone number, email address, Social Security number, and other similar details.

- Financial Information: Income details, tax return information, bank account details, and related documents.

- Documentation: Tax documents, W-2 forms, 1099 forms, receipts, and other relevant paperwork.

- Other Information: Any additional information necessary for preparing your tax return or as required by law.

2. How We Use Your Information

We use the information you provide for the following purposes:

- Tax Preparation: To accurately prepare your federal, state, and local tax returns.

- Communication: To communicate with you regarding your tax preparation and filing status.

- Compliance: To comply with applicable legal requirements and regulations.

- Improvement of Services: To improve our services, maintain records, and conduct internal audits.

3. Sharing of Information

We do not sell or share your personal information with third parties, except under the following circumstances:

- Authorized Service Providers: We may share information with third-party service providers (e.g., software providers) who assist us in providing our tax services.

- Legal Obligations: We may disclose your information if required by law, regulation, or court order.

- Consent: We will only share your information with third parties if you have explicitly consented to such disclosure.

4. Data Security

We take reasonable steps to ensure the security of your personal and financial information. These steps include:

- Encryption: We use encryption technologies to protect sensitive information during transmission.

- Access Controls: We restrict access to your information to authorized personnel who require it to provide services.

- Physical Security: We maintain secure facilities to protect physical copies of sensitive information.

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by law. Once this period has expired, we securely dispose of your data.

6. Your Rights

You have the right to:

- Access and obtain a copy of your personal information.

- Correct any inaccuracies in your personal information.

- Request the deletion of your personal information, subject to applicable laws and regulations.

- Withdraw your consent to the use of your data, where applicable.

7. Third-Party Websites

Our website or services may contain links to third-party websites. This Privacy Policy does not apply to those sites. We encourage you to review the privacy policies of any third-party websites you visit.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. Any updates will be posted on our website with the effective date of the revised policy.

9. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us at:

Taxx Surgeons & Co LLC

713-332-2525

Support@taxxsurgeons.co

---

This Privacy Policy reflects our commitment to keeping your personal information secure and ensuring transparency in how we use and protect it.