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Privacy Policy

At Five 5 One Taxes, your privacy is important to us. We are committed to protecting your personal information and maintaining your trust. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, use our services, or communicate with us.

 

1. Information We Collect

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We may collect the following types of information from you:

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  • Personal Information: Name, address, email, phone number, date of birth, and Social Security number.

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  • Financial Information: Income details, tax documents, banking information (for refunds or payments), and other financial data needed for tax preparation or bookkeeping.

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  • Business Information: Employer Identification Number (EIN), business income/expenses, and records necessary for business tax filings.

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  • Website Information: When you visit our website, we may collect non-personal data such as browser type, IP address, and pages visited for analytics and website improvement.

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2. How We Use Your Information

 

We use your information only to provide professional services and comply with legal requirements, including:

 

  • Preparing and filing tax returns.

  • Providing bookkeeping, payroll, and business setup services.

  • Responding to your questions or requests.

  • Sending important updates, such as tax deadlines or changes in tax laws.

  • Maintaining internal records for compliance and service improvement.

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We do not sell or rent your information to any third party.

 

3. Information Sharing and Disclosure

 

We only share your information in the following limited circumstances:

 

  • With your consent: When you authorize us to share data (e.g., with the IRS, state tax agencies, or your financial institutions).

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  • With service providers: Trusted third parties who assist in processing or securely storing data, bound by confidentiality agreements.

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  • As required by law: If compelled by a court order, subpoena, or government agency.

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4. Data Security

 

We take the security of your personal and financial information seriously. We use:

 

  • Secure file transfer methods and password-protected systems.

  • Industry-standard encryption for electronic records.

  • Physical safeguards for paper files.

  • Restricted access to client data on a need-to-know basis.

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5. Data Retention

 

We retain client records only as long as necessary to provide services and comply with federal and state record-keeping laws (generally 3–7 years). When data is no longer needed, it is securely deleted or destroyed.

 

6. Your Rights

 

You have the right to:

 

  • Access and request a copy of your personal information.

  • Correct or update inaccurate information.

  • Request deletion of data where legally permissible.

  • Withdraw consent to communications or data sharing (subject to legal and contractual limitations).

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To exercise your rights, contact us.

 

7. Cookies and Website Tracking

 

Our website may use cookies or similar technologies to improve your browsing experience. You can choose to disable cookies through your browser settings, but some website features may not function properly.

 

8. Links to Other Websites

 

Our website may include links to external sites for convenience. Five 5 One Taxes is not responsible for the privacy practices or content of other websites.

 

9. Updates to This Policy

 

We may update this Privacy Policy from time to time. The latest version will always be available on our website, with the effective date clearly shown.

 

10. Contact Us

 

If you have questions or concerns about this Privacy Policy or how your information is handled, please contact us at info.five5onetaxes@gmail.com.

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