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Privacy Policy

At InsureTax, we value your trust and take your privacy seriously. This Privacy Policy outlines how we collect, use, and protect your personal information. By using our services, you consent to the practices described in this policy.

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1. Information We Collect

We may collect and store personal information you provide to us, such as your name, contact details, Social Security Number, financial information, and any other relevant data necessary to provide tax preparation and related services.

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2. How We Use Your Information

We use the information you provide to:

  • Prepare and file your income tax returns.

  • Provide financial advisory and tax planning services.

  • Communicate with you about your tax-related matters.

  • Meet legal and regulatory requirements.

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3. Information Security

We employ reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. Your data is stored securely, and we restrict access to it to employees who need the information to provide services.

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4. Sharing of Information

We do not sell, trade, or rent your personal information to third parties. Your data may be shared with third-party service providers who assist us in providing our services or as required by law. These providers are also committed to maintaining the confidentiality and security of your data.

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5. Access to Your Information

You have the right to access, correct, or delete your personal information. If you wish to do so, please contact us using the information provided below.

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6. Cookies and Tracking Technologies

Our website may use cookies and tracking technologies to enhance your browsing experience. These technologies help us understand how you use our website, and we may use this information to improve our services.

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7. Virtual Appointments

For virtual appointments, we may use secure communication tools to facilitate discussions and document sharing. Please be aware of the security measures provided by these tools when using them for virtual appointments.

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8. Changes to this Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or for legal and regulatory reasons. Updates will be posted on our website.

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9. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us using the following methods:

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10. Effective Date

This Privacy Policy is effective as of 10/17/2023.

Thank you for entrusting InsureTax with your tax and financial needs. We are committed to protecting your privacy and providing quality services

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