Privacy Policy
Last Updated: 2025
Ultimate Tax Preparation, LLC (“we,” “our,” “us”) respects your privacy and is committed to protecting your personal information. This Policy explains what we collect, how we use and share it, and the choices you have.
Information We Collect
- Identity & Contact: name, address, phone, email.
- Tax Data: income, deductions, dependents, prior-year returns, IDs as needed for filing.
- Documents: forms and files you upload to our secure portal.
- Payment/Billing: if you pay by card or subscribe to membership.
- Usage: site, portal, and communication metadata (e.g., dates, device/browser).
How We Use Information
- Prepare and e-file your tax returns (federal/state) and provide related services.
- Operate the client portal, provide support, and respond to questions.
- Process payments and manage subscriptions.
- Comply with law, regulation, and professional obligations.
- Improve our services and communications.
Sharing Information
We share information only as needed:
- With the IRS and state agencies to file your return.
- With service providers (e.g., secure portal, e-signature, payment processing) under confidentiality obligations.
- If required by law, subpoena, or court order.
- With your written consent as required by IRS Form 7216 for certain uses or disclosures beyond preparation and filing.
Security
We use encryption, access controls, and secure hosting to protect your data. No system is 100% secure, but we take reasonable measures aligned with industry practices.
Your Choices & Rights
- Request access or corrections to your information.
- Update contact details inside the portal.
- Withdraw certain consents (where applicable), noting this may affect service delivery.
Data Retention
We retain records as required by law and for legitimate business needs (e.g., engagement records, filing confirmations). We securely dispose of data when retention periods end.
Children’s Privacy
Our services are intended for adults. We collect information about dependents only to prepare returns as authorized by a parent/guardian.
Changes to This Policy
We may modify this Policy; changes are effective upon posting with the “Last Updated” date above.
Contact Us
Email: [email protected]