Privacy Policy
Tax Consultants of New York LLC d/b/a Taxdoc™ (“Taxdoc,” “we,” “our,” “us”) respects your privacy and is committed to protecting your information.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our tax, accounting, payroll, and advisory services.
Contents
1) Information We Collect
Personal Identifiers: name, date of birth, Social Security Number, driver’s license or other IDs, tax identification numbers.
Contact Details: email address, phone number, mailing address.
Financial/Tax Data: tax returns and workpapers (e.g., W-2, 1099, K-1), payroll records, banking details used for tax/refund/payment purposes, and supporting documentation you provide.
Business Data (if applicable): EINs, payroll and bookkeeping records, invoices, receipts, and related documents.
Technical/Usage Data: IP address, device and browser type, pages viewed, and interactions collected via cookies and analytics tools.
Sources: you; your employer or payor; third-party data providers you authorize; tax authorities and financial institutions to the extent permitted by law.
2) How We Use Information
- Provide and administer tax preparation, planning, representation, bookkeeping, payroll, and advisory services.
- Prepare and e-file returns; respond to tax notices; and comply with applicable laws and regulations.
- Communicate with you about your account, services, deadlines, and updates.
- Operate, maintain, and improve our website and services.
- Maintain internal records and satisfy legal, regulatory, and professional obligations.
4) Data Security
5) Your Privacy Rights (GDPR/CCPA)
Depending on your location, you may have rights to request access, correction, deletion, portability, or to restrict/opt out of certain processing. California residents may request details about categories of personal information collected, used, and disclosed.
How to submit a request: email info@taxdocusa.com with the subject “Privacy Request” and describe your request. We may need to verify your identity and residency. You may authorize an agent to act on your behalf as permitted by law.
“Do Not Sell or Share” (CCPA/CPRA): We do not sell or share personal information for cross-context behavioral advertising. If you believe otherwise, contact us at info@taxdocusa.com.
Note: Certain records must be retained to meet tax, legal, or regulatory obligations; some rights may not apply to those records until retention periods end.
7) Data Retention
Client tax records are generally retained for at least 7 years or longer where required by law, after which they are securely deleted or destroyed. Website analytics data may be retained for shorter periods consistent with our operational needs.
8) Third-Party Links
Our site may link to third-party websites or services. We are not responsible for their privacy practices or content. We encourage you to review their policies.
9) Children’s Privacy
Our services are not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us information, contact us and we will take appropriate steps.
10) SMS Campaigns
We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.
All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
11) Changes to This Policy
We may update this Privacy Policy from time to time. The revised version will be posted here with an updated effective date.
12) Contact Us
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