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Santos Tax Prep Services Privacy Policy

Effective Date: December,1 2019

This Privacy Policy explains how Santos Tax Prep Services ("we," "us," or "our") collects, uses, discloses, and protects the personal information of our clients ("you" or "your").

1. Information We Collect

We may collect the following types of personal information from you:

• Personal Identification Information:

  • Name

  • Social Security Number (SSN)

  • Date of Birth

  • Contact Information (phone number, email address, mailing address)

  • Financial Information (income, expenses, bank account details, etc.)

  • Tax Return Information (including all schedules and supporting documentation)

• Business Information:

  • Business Name

  • Tax Identification Number (EIN)

  • Business Structure

  • Financial Statements

• Other Information:

  • Communication records (emails, phone calls, etc.)

  • Client preferences and feedback

2. How We Collect Information

We collect information from you in several ways, including:

• Directly from you: When you provide information to us during consultations, meetings, or by submitting forms and documents.

• From third parties: We may receive information about you from third-party sources such as credit bureaus, financial institutions, and government agencies.

• Automatically: We may collect certain information automatically when you visit our website, such as your IP address and browser type.

3. How We Use Your Information

We use your personal information for the following purposes:

• Providing tax services: Preparing and filing tax returns, tax planning, and other tax-related services.

• Communicating with you: Responding to your inquiries, providing updates on your tax matters, and sending you relevant information.

• Improving our services: Analyzing client data to improve the quality of our services and identify areas for improvement.

• Complying with legal and regulatory requirements: Maintaining accurate records, preventing fraud, and complying with applicable laws and regulations (e.g., IRS regulations).

• Protecting our legitimate interests: Protecting our business from fraud and other risks.

4. Disclosure of Your Information

We may disclose your personal information to:

• Authorized personnel: Our employees and contractors who have a need to know the information to perform their job duties.

• Third-party service providers: We may share your information with third-party service providers2 who assist us with our business operations, such as data processing, IT support, and marketing.

• Government agencies: We may be required to disclose your information to government agencies, such as the IRS, in accordance with applicable laws and regulations.

• Other parties: We may disclose your information to other parties with your consent or as required by law.

5. Data Security

We take reasonable measures to protect your personal information from unauthorized access, use, disclosure, alteration, and destruction. These measures include:

• Physical security: Securely storing physical documents and electronic devices.

• Technical security: Implementing firewalls, encryption, and access controls to protect our systems and data.

• Administrative security: Conducting regular security audits and training employees on data security best practices.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal and regulatory requirements, or as otherwise permitted or required by law.

7. Your Rights

You may have certain rights regarding your personal information, including the right to:

• Access: Request access to the personal information we hold about you.

• Correction: Request correction of any inaccurate or incomplete personal information.

• Deletion: Request deletion of your personal information in certain circumstances.

• Restriction: Request restriction of processing of your personal information in certain circumstances.

• Data portability: Request a copy of your personal information in a portable format.

• Withdraw consent: Withdraw your consent to the processing of your personal information at any time.

8. Children's Privacy

Our services are not intended for children under the age of 13. We do not knowingly collect personal information from children9 under 13.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website.

10. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

Support@Santostaxprepservice.com or 413-301-5895

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Important Notes:

• State and Federal Laws: This policy should comply with all applicable state and federal laws, such as the California Consumer Privacy Act (CCPA), the General Data Protection Regulation (GDPR), and the IRS regulations

• Your information such as social security numbers and addresses is secure and would never be shared with third parties.

• Your phone number will be used exclusively to send messages you have opted-in to receive based on your consent. We do not sell or share your personal information with third parties

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• Text message opt-in and opt-out

• Opt-in

• "I understand that by providing my phone number, I consent to receive text messages from Santos Tax Prep Services at the phone number provided. These messages may include service updates, appointment reminders, important notices, and marketing communications. Message and data rates may apply.

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• Opt-out

• "To stop receiving text messages from Santos tax Prep Services, reply 'STOP' to any message received from us. You may also reply 'HELP' for more information." Message and data rates may apply.

• Message frequency will vary.