Privacy Policy

Information We Collect

Information You Provide Directly

We collect information you voluntarily provide when you:

• Submit inquiries through our website contact forms
• Schedule consultations or engage our services
• Upload documents through our secure client portals
• Communicate with us via email, phone, or video conferencing

This information may include:

• Name, email address, phone number, and mailing address
• Business information (entity type, tax ID, financial data)
• Trust and estate information (beneficiary details, asset values)
• Tax returns, financial statements, and supporting documents
• Any other information you choose to share with us

Information Collected Automatically

When you visit our website, we may automatically collect:

• IP address, browser type, and operating system
• Pages visited, time spent on pages, and referring website
• Device information and general location data (city/state level)

How We Use Your Information

We use your information to:

• Provide tax preparation, planning, accounting, and advisory services
• Communicate with you about your engagement and service delivery
• Respond to inquiries and schedule consultations
• Comply with legal and regulatory obligations (IRS reporting, etc.)
• Improve our services, website, and client experience
• Send service updates, tax law changes, and important notices

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Information Sharing and Disclosure

We may share your information only in the following limited circumstances:

Service Providers

We work with trusted third-party service providers to operate our business, including:

• Secure document collection platforms (SafeSend)
• Tax preparation software (UltraTax, SurePrep)
• Client relationship management systems (Zoho)
• Payment processors (Square)
• Video conferencing platforms (Teams, Zoom)

These providers are contractually required to protect your information and use it only for the purposes we specify.

Legal Requirements

We may disclose information when required by law, including:

• In response to valid subpoenas, court orders, or legal processes
• To comply with IRS or state tax agency requests
• To protect our legal rights or prevent fraud
• In connection with the sale or transfer of our business (with confidentiality protections)

With Your Consent

We may share information with your attorneys, financial advisors, or other professionals at your explicit direction and with proper authorization.

Data Security

We implement industry-standard security measures to protect your information, including:

• Encrypted document collection and storage (SafeSend, secure portals)
• Secure email communication and file transfer protocols
• Access controls limiting who can view client information
• Regular security assessments and software updates
• Secure physical and digital storage of client files

While we take reasonable precautions to protect your information, no method of transmission or storage is 100% secure. We cannot guarantee absolute security but remain committed to maintaining the highest standards of data protection.

Data Retention

We retain your information for as long as necessary to:

• Provide ongoing services and support
• Comply with IRS record retention requirements (generally 7 years minimum)
• Fulfill legal, regulatory, and professional obligations
• Resolve disputes and enforce agreements

After the retention period, we securely destroy or anonymize your information in accordance with professional standards.

Your Rights and Choices

You have the right to:

• Access and review the personal information we hold about you
• Request corrections to inaccurate or incomplete information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of non-essential communications (you will still receive service-related updates)
• Withdraw consent for information sharing (may impact our ability to provide services)

To exercise these rights, contact us at contact@taurustaxgroup.com.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

• Remember your preferences and improve user experience
• Analyze website traffic and usage patterns
• Ensure website security and prevent fraud

You can control cookies through your browser settings. Note that disabling cookies may affect website functionality.

Third-Party Links

Our website may contain links to third-party websites (e.g., IRS.gov, state tax agencies). We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any information.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or services. We will post the updated policy on this page with a revised "Last Updated" date. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Taurus Tax Group
Email: contact@taurustaxgroup.com
Phone: (214) 878-2338