The short version
- We collect what we need to prepare your return and run the practice.
- We use it for that, and for nothing else without your written consent.
- We share it with tax authorities when filing, and with the service providers listed below.
- We never sell or rent your information.
1. What we collect
[Policy text from counsel: identity and contact details, tax documents, financial information, website and portal usage data]
2. Why we collect it
[Policy text from counsel]
3. How we use it
[Policy text from counsel, including consent for use of tax return information under IRC Section 7216]
4. Who receives it
[Policy text from counsel: IRS and state tax agencies, parties you authorize, as required by law]
5. Service providers
| Provider | What they do |
|---|---|
| Dreshmen Technology | Hosts and manages our systems |
| Cloudflare | Network security and encrypted connections |
| [Tax software provider] | Return preparation and e-filing |
| [Email or payments provider] | [Purpose] |
6. Retention & deletion
[Retention period and secure destruction method, approved by counsel]
7. Security
A summary of our safeguards is on our Security & privacy page. [Counsel to confirm the wording here]
8. Your rights
[Access, correction, copies, consent withdrawal, and any state-specific rights, as advised by counsel]
9. Contact us
Privacy questions: [Official email] or [Practice phone].