Privacy Policy for Tax Advantage Ink, LLC
Last Updated: January 30, 2026
At Tax Advantage Ink, LLC, we recognize that privacy is a top priority—especially when it involves your financial data. This Privacy Policy outlines how we collect, use, and protect your information when you engage with our tax and consulting services.
1. Information We Collect
To provide accurate tax preparation and financial planning, we collect several types of information:
Personal Identifiers: Name, Social Security Number (SSN), Employer Identification Number (EIN), date of birth, and mailing address.
Contact Information: Email address and phone number.
Financial Records: Income statements (W-2s, 1099s), bank statements, investment records, and deduction documentation.
Usage Data: If you use our website, we may collect IP addresses and browsing behavior via cookies to improve user experience.
2. How We Use Your Information
We use your data strictly for professional purposes, including:
Preparing and filing federal and state tax returns.
Providing personalized tax planning and consulting.
Communicating with you regarding your filings or IRS/state tax notices.
Complying with legal and regulatory requirements.
3. Sharing and Disclosure
We do not sell, rent, or lease your personal information to third parties. We only share your data in the following circumstances:
With Your Consent: When you authorize us to share data with a third party (e.g., a mortgage lender).
Government Agencies: Filing your returns with the IRS and state taxing authorities.
Service Providers: Secure software vendors (e.g., tax software) used solely to process your information for our services.
Legal Obligations: When required by law or subpoena.
4. Data Security
We implement industry-standard security measures to protect your sensitive data, including:
Encryption: Data is encrypted during transit and at rest.
Access Controls: Only authorized personnel with a "need to know" can access client files.
Physical Safeguards: Secure storage for any physical documents provided to us.
5. Your Rights
Depending on your jurisdiction, you may have the right to:
Request a copy of the personal information we hold about you.
Request corrections to inaccurate or incomplete data.
Request the deletion of your data (subject to legal record-retention requirements for tax professionals).
6. Changes to This Policy
We may update this policy periodically to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the new policy on our website or contacting you directly.
Contact Us
If you have any questions about this Privacy Policy, please contact us at:
Tax Advantage Ink, LLC -Remote
taxaccountant@taxadvantageinkllc.net
Disclaimer: This document is a general template and does not constitute legal advice. Because tax professionals are subject to specific federal regulations (like the Gramm-Leach-Bliley Act), I recommend having a qualified attorney review this to ensure it meets all state and federal requirements for your specific location.
