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Privacy Policy

Effective Date: January 20, 2026

T & T TAX SERVICES is committed to protecting the privacy and confidentiality of your nonpublic personal information. This Privacy Policy outlines how we collect, use, and safeguard your information, and explains our compliance with federal laws, including the Gramm-Leach-Bliley Act (GLBA) and IRS regulations.

1. What Personal Information is Collected

We collect personal information that you voluntarily provide to us when you use our services, fill out web forms, or communicate with us. The types of personal information collected may include:

  • Identification Data: Names, Social Security numbers (SSNs), dates of birth, driver’s license numbers, and other government identification details.

  • Financial Data: Income statements (W-2s, 1099s), investment records, bank account numbers, credit card details, and asset ownership information.

  • Contact Information: Mailing addresses, email addresses, and phone numbers (including mobile numbers for SMS services).

  • Usage Information: Information about your use of our website (e.g., IP address, device identifiers, browsing activity) collected automatically through cookies and tracking technologies.

2. How Personal Information is Used

We use your information primarily to provide tax preparation and related financial services as authorized by you.

  • Service Delivery: To prepare and file federal, state, and local tax returns, provide accounting services, and offer tax planning advice.

  • Communication: To send appointment reminders, service updates, respond to inquiries, and deliver text messages you have opted in to receive.

  • Compliance: To meet all applicable legal, regulatory, and professional standards, including IRS audit and record-keeping requirements.

  • Security: To detect, prevent, and respond to security incidents and protect your data from unauthorized access or breaches.

3. Who Personal Information is Shared With

We handle all information with the utmost confidentiality. We do not sell, rent, trade, or otherwise transfer your personal information to outside parties for their independent marketing or commercial purposes.

  • Authorized Personnel: Information is shared internally with employees and contractors who need access to perform the services you have hired our firm to do.

  • Service Providers: We may share information with trusted third-party service providers (e.g., secure tax software vendors, data storage providers, SMS platforms) who assist us in operating our business and website, provided they agree to maintain strict confidentiality and adequate security safeguards.

  • Legal Requirements: We will disclose information if we are legally required to do so by law, regulation, court order, subpoena, or government request (e.g., an IRS investigation).

  • With Consent: For any other third-party sharing, such as with a mortgage lender, we will obtain your explicit, written permission beforehand.

SMS Data Sharing Clause

SMS consent and mobile phone numbers are not shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent information will not be shared with any third parties.

4. Data Security Safeguards

We implement a variety of administrative, technical, and physical security measures to protect your nonpublic personal information in compliance with federal standards, including the FTC Safeguards Rule. These safeguards include:

  • Using encryption (e.g., 256-bit encryption) for data in transit and at rest.

  • Implementing multi-factor authentication (MFA) for all systems accessing client data.

  • Maintaining secure firewalls and anti-malware software.

  • Storing paper files in locked cabinets with restricted physical access.

  • Designating a qualified individual to oversee our information security program.

5. Your Rights and Choices

  • Opt-Out of SMS: You can opt out of receiving SMS messages at any time by replying with "STOP" to any message we send you. Replying "HELP" will provide support contact information.

  • Access and Correction: You have the right to request access to the personal information we hold about you and ask for corrections if it is inaccurate or incomplete.

  • Data Retention: We retain records for a minimum period (generally 3–7 years) as required by IRS regulations, after which they are securely disposed of.

6. Contact Us

If you have questions or concerns about our privacy practices, please contact us:

T & T TAX SERVICES 

11895 STATE 213 JENKINSVILLE SC 29065

803 932 7010 

TTTTAXSERVICES13@YAHOO.COM

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