Privacy Policy

1. Introduction

At Tax Ops 360, we value your privacy and are committed to safeguarding your personal and financial information.

This policy outlines how we collect, use, and protect your data when you use our website, forms, or client portal.

By engaging with our services, you consent to the practices described in this policy.

2. Information We Collect

We may collect the following categories of information:

Personal Information: Your name, phone number, email address, mailing address, date of birth, and identification details.

Tax Information: W-2s, 1099s, business income, expenses, and other financial data necessary for preparing and filing your tax returns.

Technical Data: IP address, device type, browser type, and activity on our site (through cookies or analytics tools).

Communication Data: Messages, forms, and call notes exchanged between you and our team.

3. How We Use Your Information

We use your information to:

Prepare and file accurate tax returns and reports.

Communicate updates, reminders, and document requests.

Maintain secure client records.

Improve our services and client portal experience.

Comply with federal and state laws, IRS requirements, and data security standards.

4. Data Protection

We implement SSL encryption, password-protected systems, and secure cloud storage for all client data.

Your information is stored on secure servers compliant with IRS Publication 4557 standards for tax professionals.

While we take all reasonable precautions, no online platform can guarantee 100% security.

5. Sharing Your Information

We do not sell or trade personal data.

We may share information with:

Licensed tax preparers and professional partners bound by confidentiality agreements.

Service providers who host, store, or process data on our behalf (e.g., secure CRM or client portal providers).

Legal or regulatory authorities when required by law.

6. Your Rights

You may request to:

Access or correct your information.

Withdraw consent for marketing communications.

Request deletion of non-essential data.

To exercise your rights, email us at [email protected].

7. Cookies

We use cookies and tracking technologies to enhance user experience and analyze traffic. You may disable cookies in your browser settings at any time.

8. Updates to This Policy

We may revise this policy periodically. Updates will be posted on this page with the latest revision date.