Privacy Policy

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SafeTax Longwood (“SafeTax,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, store, and safeguard information in connection with our tax preparation and related services.

1. Information We Collect

We may collect personal and financial information necessary to prepare and file tax returns or provide related services, including but not limited to:

Full name, address, email address, and phone number
Social Security numbers and taxpayer identification numbers
Dates of birth and dependent information
Income, employment, and business records
Bank account and routing information for refunds or payments
Tax forms, documents, and supporting records
Information submitted through our website, forms, or secure portals

2. How We Use Your Information

We use collected information solely for legitimate business and legal purposes, including:

Preparing and filing federal, state, and local tax returns
Verifying identity and eligibility for tax credits and deductions
Communicating with clients regarding tax services
Responding to IRS or state tax authority inquiries when authorized
Complying with applicable laws, regulations, and recordkeeping requirements

We do not sell, rent, or trade personal information to third parties.

3. Disclosure of Information

We may disclose personal information only when:

Required by law or authorized by the client
Necessary to file tax returns with the IRS or state tax agencies
Responding to lawful requests from regulatory authorities
Using trusted service providers who assist with secure tax processing, subject to confidentiality obligations

All disclosures comply with IRS regulations, including Internal Revenue Code Section 7216.

4. Data Security

SafeTax Longwood implements reasonable administrative, technical, and physical safeguards to protect personal and financial information from unauthorized access, use, or disclosure. These measures may include:

Secure electronic filing systems
Limited access to client information
Encrypted digital storage and secure transmission methods
Physical safeguards for paper records

Despite these measures, no method of data transmission or storage is completely secure.

5. Retention of Records

We retain client records only for as long as necessary to:

Fulfill legal, regulatory, and professional obligations
Comply with IRS record retention guidelines
Resolve disputes or enforce agreements

Records are securely destroyed when no longer required.

6. Website & Online Communications

Our website may collect limited information through contact forms or scheduling tools. This information is used solely to respond to inquiries or provide requested services.

We do not knowingly collect personal information from individuals under the age of 13.

7. Client Rights

Clients may request to:

Review personal information on file
Correct inaccurate or outdated information
Withdraw consent where legally permitted

Requests should be submitted using the contact information below.

8. Third-Party Links

Our website may contain links to third-party websites. SafeTax Longwood is not responsible for the privacy practices or content of external sites.

9. Policy Updates

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with a revised effective date.

10. Contact Information

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

SafeTax Longwood
📧 Email: safetaxlongwood@gmail.com
📞 Phone: 321-445-9495