​Effective July 2025

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At Basis Tax Advisory LLC, your privacy is a priority. This Privacy Policy explains how we collect, use, protect, and share your personal information in connection with our tax, financial advisory, and related services. We are committed to protecting your information and complying with applicable privacy laws and professional standards.

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1. Information We Collect

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In the course of providing services, we may collect personal information including but not limited to:
   •    Full legal name
   •    Home and mailing address
   •    Phone number and email address
   •    Social Security Number and Tax ID
   •    Employment and income details
   •    Financial account information
   •    Tax documents and related financial data
   •    Marital, family, or dependent information as required for tax or financial planning

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We collect this information directly from you or from third parties you authorize, such as financial institutions or payroll providers.

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2. How We Use Your Information

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We use your personal information to:
   •    Prepare and file federal and state tax returns
   •    Provide tax planning and financial advisory services
   •    Communicate with you regarding your account or services
   •    Comply with legal and regulatory obligations
   •    Detect and prevent fraud, data breaches, or other misuse
   •    Improve our services, internal operations, and systems

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Your information is only used in ways that are necessary to fulfill our professional responsibilities and your service engagement.

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3. How We Protect Your Information

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We take the security of your data seriously and employ multiple layers of protection:
   •    Industry-standard encryption and secure data storage
   •    Physical security measures for paper records and access controls
   •    Restricted access by employees and contractors on a need-to-know basis
   •    Regular review of our data handling and security procedures

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We continually assess our systems to maintain the confidentiality, integrity, and availability of your personal information.

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4. Sharing and Disclosure of Information

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We do not sell or rent your personal information.

We may share your information only when necessary:
   •    With your consent or authorization
   •    With tax authorities or other regulatory bodies as required by law
   •    With professional service providers (e.g., cloud storage, payment processors, secure email providers) under strict confidentiality agreements
   •    As needed to protect against fraud or enforce legal rights

 

Any third party who accesses your data on our behalf is contractually obligated to maintain its confidentiality and use it solely for the agreed purpose.

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5. Data Retention

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We retain personal information for as long as necessary to:
   •    Fulfill the purpose for which it was collected
   •    Comply with applicable tax laws, recordkeeping requirements, and professional obligations
   •    Respond to audits, legal claims, or client inquiries

 

Data is securely archived or disposed of when no longer required.

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6. Your Privacy Rights

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Depending on your jurisdiction, you may have rights related to your personal data, including the right to:
   •    Access a copy of your personal information
   •    Request corrections or updates
   •    Object to certain processing activities
   •    Request deletion or restriction of your data
   •    Withdraw previously granted consent
   •    File a complaint with a data protection authority

 

We will honor these rights in accordance with applicable laws.

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7. Contact Us

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If you have questions about this Privacy Policy, or wish to exercise your rights, please contact us:

 

Email: contact@basistaxadvisory.com

 

Mailing Address:
Basis Tax Advisory LLC​

3623 Crossings Dr. Ste. 276

Prescott, AZ 86305

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