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Privacy Policy

 

At T & K Financial Solutions, we are committed to protecting the privacy and security of your personal data. This Privacy Policy explains how we collect, use, store, and protect the information you provide to us in connection with the tax preparation services we offer. By using our services, you consent to the collection and use of your personal information as described in this policy.

1. Information We Collect

We collect personal information from you in order to provide tax preparation services and comply with applicable laws. The types of information we may collect include:

  • Personal Identification Information: Name, address, phone number, email address, date of birth, and Social Security Number (SSN).

  • Financial Information: Income details, employment status, tax filings, bank account information, investment details, deductions, and other financial records relevant to your tax return.

  • Tax-Related Documents: Forms such as W-2s, 1099s, receipts, and other documents needed for tax preparation.

  • Other Information: Any other information you voluntarily provide to us through forms, surveys, or communication with our team.

2. How We Use Your Information

We use your personal data to:

  • Prepare, file, and process your tax returns accurately.

  • Communicate with you about your tax filings, status updates, or required actions.

  • Provide customer support and respond to your inquiries.

  • Improve our services and tailor them to meet your needs.

  • Comply with legal and regulatory obligations, including those imposed by the Internal Revenue Service (IRS) and other tax authorities.

3. Data Storage and Security

We take the security of your data seriously and use a variety of administrative, technical, and physical safeguards to protect your personal information. These measures include encryption, secure servers, and access controls to prevent unauthorized access, use, or disclosure of your data.

  • Data Retention: We retain your personal data for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including for tax compliance and legal retention requirements. Typically, we keep your data for a minimum of seven years as required by tax laws.

  • Data Encryption: Any sensitive information, such as your SSN and financial details, will be encrypted during transmission and storage, to ensure the highest level of security.

4. Sharing Your Information

We may share your personal information in the following circumstances:

  • With Service Providers: We may share your data with third-party service providers who assist us in providing tax services, such as document processing, payment processing, or technical support. These third parties are bound by confidentiality agreements and are prohibited from using your data for purposes other than the services they perform for us.

  • To Comply with Legal Obligations: We may disclose your information if required by law, such as in response to a subpoena, court order, or government investigation.

  • With Your Consent: We may share your information with third parties if you provide explicit consent to do so.

We will never sell or rent your personal information to third parties for marketing purposes.

5. Your Rights and Choices

You have the following rights concerning your personal information:

  • Access: You may request a copy of the personal data we hold about you.

  • Correction: You may request that we correct any inaccurate or incomplete information we hold about you.

  • Deletion: You may request that we delete your personal data, subject to legal and regulatory requirements.

  • Opt-Out: You can opt out of receiving promotional emails or communications from us at any time by following the unsubscribe instructions provided in those communications.

To exercise any of these rights, please contact us using the information below.

6. Children's Privacy

Our services are not intended for use by individuals under the age of 18, and we do not knowingly collect personal data from children. If we become aware that we have inadvertently collected personal data from a child, we will take steps to delete such data.

7. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. When we update this policy, we will post the revised version on our website and indicate the effective date of the update. We encourage you to review this policy periodically.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal data, please contact us at:


T & K Financial Solutions
5820 E W.T. Harris Blvd
Ste 109 #269
Charlotte, NC 28215
Email: info@tandkfinancialsolutions.net
Phone: (704) 308-2972

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