Privacy Policy

Privacy Policy

Effective Date: 06/03/2025

Ultimate Tax Preparation, LLC ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your information in compliance with IRS regulations, the FTC Safeguards Rule, and other applicable laws.

1. Information We Collect

• Personal Identifying Information (e.g., name, address, SSN, date of birth)
• Tax Documents (e.g., W-2s, 1099s, income statements)
• Banking Information (if applicable for refund processing)
• Communications via our secure portal or website

2. How We Use Your Information

Your information is used solely for preparing and filing your tax return, communicating with you, and complying with federal and state tax regulations.

3. How We Protect Your Information

We implement physical, electronic, and procedural safeguards in compliance with federal law, including the use of secure client portals, encrypted data storage, and limited employee access to personal data.

4. Sharing of Information

We do not sell or rent your personal information. We may share information with:

• The IRS or state tax authorities when required by law
• Authorized service providers (e.g., tax software, banks) only with signed consent per IRS Form 7216
• Law enforcement or other government agencies as required by law

5. Your Rights & Choices

You have the right to review and correct your personal information at any time. You also have the right to revoke consent for data sharing where applicable.

6. Changes to This Policy

We may update this Privacy Policy from time to time. All updates will be posted on this page with the effective date noted.

7. Contact Us

If you have questions about this Privacy Policy, please contact us at:
[email protected]