Privacy Policy for LibertyTax Professionals

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At LibertyTax Professionals, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us in the course of our services.

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Information We Collect

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To provide our comprehensive tax services effectively, we may collect the following types of personal information:

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• Personal Identification Information: Includes your name, address, phone number, Social Security Number, and date of birth.

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• Business Information: Such as your business name, business address, and Tax ID (EIN number).

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• Owner Information: Names of business owners.

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• Tax Documentation: Previous years' tax returns and any other relevant documents required to complete our services.

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How We Use Your Information

The information we collect is used for the following purposes:

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• Service Provision: To accurately prepare and file your tax returns and provide related financial services.

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• Communication: To contact you regarding your tax matters, updates, and necessary communications related to our services.

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• Compliance: To comply with legal and regulatory requirements pertinent to our services.

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Information Sharing and Disclosure

LibertyTax Professionals does not sell or rent your personal information to third parties. We may share information only in the following circumstances:

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• With Your Consent: When you have provided explicit consent for us to share your information.

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• Service Providers: Internal Revenue Service, any United States State level services for Sales and Use Tax or SALT who assist us in delivering our services, under strict confidentiality agreements.

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• Legal Requirements: When required by law, regulation, or legal process to disclose your information.

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Data Security

We implement robust security measures to protect your personal information from unauthorized access, alteration, or disclosure. Our systems are designed to ensure the confidentiality and integrity of your data.

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Your Rights and Choices

You have the right to:

• Access and Update: Request access to the personal information we hold about you and request corrections if necessary.

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• Withdraw Consent: Withdraw your consent for us to use your information at any time, subject to legal or contractual restrictions.

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• Contact Us: If you have any questions or concerns regarding this Privacy Policy, please contact us at:

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LibertyTax Professionals
527 3rd Loop Rd
Florence, SC 29505
(800) 239-5540
libertytaxp@gmail.com

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Policy Changes

We may update this Privacy Policy from time to time to reflect changes in our practices and services. We encourage you to review this policy periodically for any updates.

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Effective Date

This Privacy Policy is effective as of January 1, 2025. Thank you for trusting LibertyTax Professionals with your tax needs. We are committed to upholding your privacy and providing exceptional service.