Privacy Policy
Introduction
This privacy policy outlines how we collect, use, protect, and disclose personal information provided to us by our clients during the course of our tax preparation services. We are committed to protecting the privacy of our clients and ensuring that their personal information is used and maintained in compliance with applicable laws and regulations.
Personal Information We Collect
We collect personal information from our clients, which may include full name, address, phone number, email address, social security number, tax information, income information, and financial information.
How We Use Personal Information
We use personal information provided by our clients to prepare and file tax returns, communicate with clients regarding their tax returns, provide tax planning and consulting services, comply with applicable laws and regulations, and protect against fraud and unauthorized access.
How We Protect Personal Information
We are committed to maintaining the security and confidentiality of personal information provided by our clients. We take appropriate technical and organizational measures to protect personal information against unauthorized access, disclosure, alteration, or destruction. We restrict access to personal information to employees and contractors who need to know such information for the purposes described in this policy.
Disclosure and Transfer of Personal Information
We do not disclose personal information provided by our clients except as follows: to the extent necessary to provide tax preparation services, to comply with applicable laws and regulations, to protect against fraud and unauthorized access, and to our third-party service providers who provide us with services such as website hosting, data analysis, payment processing, and email delivery. We require these providers to maintain the confidentiality and security of personal information and use it only for the purposes for which we disclose it to them. At Basis Tax Advisory LLC, we are dedicated to safeguarding your privacy and the confidentiality of your personal information. We do not sell your personal information to unaffiliated third parties. Your data is treated with the utmost respect, and we use it solely for the purpose of providing our services and ensuring your financial well-being. We value your trust and understand that your information is sensitive. Therefore, we take great care to maintain physical, electronic, and procedural safeguards in compliance with federal standards to protect your data from unauthorized access, disclosure, alteration, or destruction. Your personal information is only shared with individuals and entities who need it to provide products or services to you as part of your engagement with Basis Tax Advisory. We obtain your consent before sharing your data with unaffiliated third parties, except when required by law or regulations. You have control over your personal information. You can grant or deny consent for its disclosure to third parties, knowing that it may impact certain services or engagements with professional advisors. Our commitment is to serve you while respecting your privacy.
Data Retention
We retain personal information provided by our clients for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.
Your Rights
Clients have certain rights with respect to their personal information, including the right to access and obtain a copy of their personal information, request correction of their personal information, object to the processing of their personal information, request deletion of their personal information, withdraw their consent to the processing of their personal information, and lodge a complaint with a supervisory authority.
Contact Us
If you have any questions or concerns regarding this privacy policy, or if you would like to exercise your rights with respect to your personal information, please contact us at service@basistaxadvisory.com.