Serving taxpayers nationwide since 2017

Effective Date: 06/11/2025

Ultimate Tax Preparation, LLC ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We may collect personal information that you voluntarily provide to us when you register on our client portal, fill out forms, or contact us. This information may include your name, address, email address, phone number, Social Security number, and financial details necessary for tax preparation.

2. How We Use Your Information

We use the information we collect to:

- Prepare and file your tax return

- Communicate with you about your return or services

- Maintain internal records for compliance

- Improve our services

3. Sharing Your Information

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

- With third parties who assist with the preparation or e-filing of your tax return (e.g., MyTaxPrepOffice)

- As required by law or to comply with IRS regulations

- With your consent, if additional services are offered

4. Data Security

We implement industry-standard security measures, including SSL encryption and secure data storage, to protect your personal information from unauthorized access, use, or disclosure.

5. Cookies and Website Tracking

Our website may use cookies to enhance user experience and track usage for analytics purposes. You may choose to disable cookies through your browser settings.

6. Your Rights

You may review, correct, or request deletion of your personal data by contacting us at [email protected].

7. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with a new effective date.

8. Contact Us

If you have any questions or concerns regarding this Privacy Policy, you may contact:

Ultimate Tax Preparation, LLC

Email: [email protected]

Phone: [Insert Your Business Number]

Website: https://ultimatetaxpreparation.com

Disclaimer: Ultimate Tax Preparation, LLC is a privately owned tax preparation business and is not affiliated with or endorsed by the Internal Revenue Service (IRS). Any references to the IRS are made solely for informational purposes. We comply with all applicable IRS rules and regulations, including Circular 230 requirements, and we use IRS-compliant software to securely transmit tax returns.
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