Privacy Policy

1. Information We Collect

We collect information you provide directly to us, including:

• Personal information (name, address, date of birth)
• Contact information (email, phone number)
• Financial information required for tax services
• Identification numbers (SSN, ITIN, EIN)
• Business information for corporate clients

2. How We Use Your Information

We use the information collected to:

• Provide tax preparation and accounting services
• Process payments and transactions
• Communicate with you about our services
• Comply with legal and regulatory requirements
• Improve our services and customer experience

3. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience. You can control cookies through your browser settings.

4. Sharing with Third Parties

We do not sell your personal information. We may share information with:

• IRS and state tax agencies (as required)
• Service providers who help us operate our business
• Legal authorities when required by law

5. Your Rights (CCPA Compliance)

If you are a California resident, you have the right to:

• Know what personal information we collect
• Request deletion of your personal information
• Opt-out of the sale of personal information
• Not be discriminated against for exercising your rights

6. Contact for Privacy Requests

To exercise your privacy rights or ask questions, contact us:
Email: info@servitaxllc.com
Phone: (317) 974-9067

7. Data Deletion Request

You have the right to request deletion of your personal data. To request deletion of your data:

1. Send an email to info@servitaxllc.com with the subject line "Data Deletion Request"
2. Include your full name and email address associated with your account
3. Specify what data you would like to be deleted

We will process your request within 30 days and send you a confirmation once your data has been deleted. Please note that some data may be retained as required by law (e.g., tax records for 7 years).

8. Data Retention

We retain your information for as long as necessary to provide our services and comply with legal requirements. Tax records are retained for a minimum of 7 years per IRS guidelines.

9. Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

10. Changes to This Policy

We may update this policy periodically. We will notify you of any material changes by posting the new policy on our website.

11. SMS/Text Messaging Privacy

When you opt in to receive SMS messages from ServiTax LLC, we collect your mobile phone number and consent records. We use this information solely to send you account-related text messages as described in our SMS Terms of Use.

Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes.

Text messaging opt-in data and consent will not be shared with any third parties. For complete details on our SMS practices, please see our SMS Terms of Use.