Privacy Policy
Last updated:
Ultimate Tax Preparation, LLC (“we,” “our,” “us”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our website, client portal, and services.
1) Information We Collect
- Personal Identifiers: name, address, email, phone, date of birth, SSN/ITIN
- Tax & Financial: W-2s, 1099s, tax forms, supporting docs, refund/billing details
- Account & Membership: client portal profile, membership plan, communications
- Technical: browser/device, IP address, basic analytics & security logs
2) How We Use Information
- Prepare and file federal/state tax returns and related services you request
- Provide year-round support (including membership features)
- Process payments securely via Stripe
- Communicate about your return, membership, or account
- Comply with IRS, state, and other legal obligations
3) How We Share Information
We do not sell your personal information. We may share it only with:
- IRS and state tax agencies (to e-file or mail your return as applicable)
- Authorized service providers (e.g., secure client portal, tax software, Stripe)
- When required by law (court order, subpoena, or government request)
4) Data Security
We use encryption, secure portals, and industry-standard safeguards to protect your information. Access is limited to authorized personnel. We maintain a written information security program consistent with the FTC Safeguards Rule (GLBA).
5) Tax Return Information (IRC §7216)
We use and disclose tax return information only as permitted by law to prepare and file your return(s), provide services you request, or as otherwise authorized by you. We will obtain your written consent when required by IRC §7216 before using or disclosing tax return information for any purpose not allowed by law.
6) Your Rights
- Request access to or a copy of your information
- Request correction of inaccurate data
- Request deletion, subject to IRS/state recordkeeping requirements
To exercise these rights, email [email protected]. We may need to verify your identity before fulfilling a request.
7) Privacy Choices for Certain U.S. States
If you are a resident of California, Virginia, Colorado, Connecticut, or Utah, you may have additional rights (access, correction, deletion, portability, and limits on certain data uses). We do not “sell” or “share” personal information for cross-context behavioral advertising, and we do not use sensitive personal information for purposes requiring a “limit use” mechanism. To submit a rights request, contact us at [email protected].
8) Cookies & Analytics
We may use limited first-party cookies or analytics to improve website performance and security. We do not store tax documents in cookies and do not collect tax return details for advertising. Your browser may offer “Do Not Track”; we do not respond to DNT signals at this time.
9) Data Retention
We retain records as required by IRS and state regulations (typically at least 3 years), and longer where legally necessary (e.g., e-file authorizations, engagement records). Backups may persist for a limited period as part of normal disaster recovery.
10) Third-Party Links
Our website may link to IRS or state resources. We are not responsible for third-party sites’ privacy practices. Always verify official addresses (e.g., domains ending in .gov).
11) Children’s Privacy
We do not knowingly collect information from children under 13. Dependents’ information is collected only as needed for tax preparation.
12) Payments via Stripe
Payments are processed by Stripe. We do not store full payment card numbers on our systems. Stripe’s processing is subject to its own privacy and security policies.
13) Security Incidents
If we become aware of unauthorized access to personal information, we will investigate and notify affected individuals and/or authorities as required by law.
14) Changes to This Policy
We may update this Privacy Policy from time to time. We will post the revised version with an updated date. Material changes will be highlighted or otherwise communicated when appropriate.
15) Contact Us
Questions about this Privacy Policy:
Email: [email protected]
Phone: 954-304-0015