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 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.

8. Data Security

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

9. 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.