PFL TAX SERVICE

Privacy Policy

PFL Tax Service, LLC

Effective Date: 11/26/2024 At PFL Tax Service, LLC, your privacy is important to us. This Privacy Policy explains how we collect, use, and safeguard your personal information when providing tax preparation and related services. By engaging our services, you consent to the practices described in this policy.

Information We Collect To provide tax preparation and related services, we may collect the following types of personal information:

Personal Identifiable Information (PII): Name, address, Social Security Number (SSN), date of birth, and other identifying information. Financial Information: Income details, tax documents, bank account information, and other financial records necessary for preparing your tax return. Communication Records: Email correspondence, phone calls, or other communication related to our services.

We collect this information directly from you or with your explicit authorization from third parties, such as employers, financial institutions, or government agencies.

How We Use Your Information We use your personal information solely for:

Preparing and filing your tax returns. Responding to inquiries or requests related to your tax matters. Compliance with legal obligations or requests from regulatory authorities.

We do not sell, rent, or share your personal information with third parties for marketing or other unrelated purposes.

How We Protect Your Information We implement strict security measures to protect your personal information, including:

Data Encryption: Secure methods for electronic storage and transmission of data. Access Controls: Limiting access to your information to authorized personnel only. Secure Disposal: Proper destruction of physical and electronic records when no longer needed.

Despite our efforts, no security system is impenetrable. While we strive to protect your information, we cannot guarantee absolute security.

Sharing of Information We may share your information only under the following circumstances:

With third-party service providers assisting us in delivering our services (e.g., e-file providers), subject to strict confidentiality obligations. As required by law or to comply with legal processes, such as audits, subpoenas, or regulatory requests. With your explicit consent, for any other purpose.

Your Rights You have the right to:

Access the personal information we maintain about you. Request corrections to any inaccurate or incomplete information. Withdraw consent for the use or sharing of your information, subject to legal and contractual obligations.

To exercise these rights, please contact us at [Your Contact Information].

Retention of Information We retain your personal information only for as long as necessary to provide services, fulfill legal obligations, or resolve disputes. Once no longer required, your information will be securely deleted or destroyed.

Policy Updates We may update this Privacy Policy periodically to reflect changes in laws, regulations, or our practices. The updated policy will be posted on our website or provided directly to you. Please review it periodically for updates.

5000 Eldorado PKWY STE 150-308

Frisco, TX 75033

469-833-4070

[email protected]

This Privacy Policy is intended to comply with all applicable laws and regulations governing the protection of personal information. Your trust is important to us, and we are committed to safeguarding your privacy