CPA Mobile Tax Services

Privacy Control

CPA MOBILE TAX SERVICES CLIENT PRIVACY NOTICE

Protecting your information is important. The following guidelines set forth our privacy practices that apply to the information we collect from you.

Categories of Information We May Collect

As part of providing products and services to you, we may collect information, including personal information, about you, your spouse, your dependents, or your business when you use our services. Personal information is data that can be used to identify you, your spouse, or your dependents individually. The information we
  • Contact Information (e.g., name, phone number, address, and email address);
  • Social Security Number and other government identification numbers (e.g., EIN, Driver’s License Number, and ITIN);
  • Date of Birth;
  • Financial Information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information);
  • Payment Data (e.g., checking, debit and credit card account numbers, balances and payment history);
  • Health Information (e.g., health insurance status and financial information related to payment for healthcare services).

How your information Is used

We use this information to prepare your tax return(s), including final submittal to both the IRS as well as state taxing authorities. The IRS and state taxing authorities may require or request we disclose certain personal and system information in order to process or electronically file your tax return. This information may include, but is not limited to, your name, social security number, IP addresses, unique device identifiers, bank account numbers, and tax return preparation user activity metrics (e.g., time to complete the tax return). We do not sell or rent your information (including your social security number).

Responses to Legal Requests

We may disclose your information when we have a good faith belief that such disclosure is required or permitted by law pursuant to a legal request. This may occur in connection with a court order, legal process, or other judicial, administrative or investigative proceeding that produces a request for information from us. In certain situations, we may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

How we secure your information

We maintain physical, electronic and procedural safeguards that comply with applicable law and federal standards and that are designed to restrict access to your information. These safeguards include programs and specifications for physical security and records retention and disposal; computer and communication security measures reflected in system design, password protection, and data management practices; and other measures to restrict access to the data we hold in physical and electronic forms. If we collect sensitive information (such as your social security number), we will encrypt the transmission of that information using secure socket layer technology (SSL).

CPA Mobile Tax Services, LLC
Paul Auffant, Principal