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