1 Information We Collect

To provide accurate tax preparation and financial services, we collect the following types of information:

Personal Information:

Name, address, phone number, email address, and date of birth
Social Security numbers for you and your dependents
Identification documents (driver's license, passport)

Financial Information:

Income statements (W-2s, 1099s, etc.)
Bank account and routing numbers for direct deposit or payment
Investment and retirement account information
Business financial records and expenses

Usage Information:

IP address, browser type, and device information when you visit our website
Website navigation patterns and page interactions

2 How We Use Your Information

We use the information we collect for the following purposes:

Tax Preparation & Filing: To accurately prepare and file your federal and state tax returns
Financial Services: To provide bookkeeping, financial planning, and consulting services
Communication: To respond to inquiries, provide updates, and send important notifications
Compliance: To comply with legal and regulatory requirements
Service Improvement: To improve our website, services, and customer experience

3 How We Protect Your Information

We take data security seriously and implement industry-standard measures to protect your information:

Encryption

SSL/TLS encryption for data transmission

Secure Storage

Password-protected, encrypted databases

Access Control

Limited access to authorized personnel only

Regular Audits

Periodic security assessments and updates

4 Information Sharing and Disclosure

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances:

With Your Consent: When you explicitly authorize us to share your information
Service Providers: With trusted third-party vendors who assist in delivering our services (e.g., e-filing platforms, payment processors) under strict confidentiality agreements
Legal Obligations: When required by law, such as responding to subpoenas, court orders, or IRS requests
Business Transfers: In the event of a merger, acquisition, or sale of assets (with notification to affected clients)

5 Data Retention

We retain your personal and financial information for as long as necessary to provide our services and comply with legal obligations. Tax records are typically retained for at least seven (7) years as required by IRS regulations. After this period, we securely delete or destroy your information unless you request otherwise or legal requirements mandate longer retention.

6 Your Rights and Choices

You have the following rights regarding your personal information:

Access: Request a copy of the personal information we hold about you
Correction: Request corrections to inaccurate or incomplete information
Deletion: Request deletion of your personal information (subject to legal retention requirements)
Opt-Out: Unsubscribe from marketing emails at any time by clicking the unsubscribe link

To exercise any of these rights, please contact us at [email protected] or call (214) 709-0752.

7 Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience and analyze website traffic. Cookies are small text files stored on your device that help us remember your preferences and understand how you use our site.

You can control cookie settings through your browser preferences. Note that disabling cookies may affect the functionality of our website.

8 Third-Party Links

Our website may contain links to third-party websites for your convenience. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

9 Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately so we can delete it.

10 Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make changes, we will update the "Effective Date" at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

11 Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us:

Top Notch Tax & Financial Solutions

(214) 709-0752

[email protected]

Monday – Friday: 9:00 AM – 6:00 PM
Saturday: By Appointment Only

Your Privacy is Our Priority

At Top Notch Tax & Financial Solutions, protecting your personal and financial information is fundamental to our business. We are committed to maintaining the highest standards of data security and privacy. Thank you for trusting us with your sensitive information.