Real Tax Pros, LLC
Privacy Policy
Real Tax Pros, LLC is committed to maintaining high standards of confidentiality and protecting our clients right to privacy. We must collect personal information about you in order to provide you with the services you request. Our privacy policy describes the types of information we collect, where we get the information and how the information is used.
Information We Collect
We collect personal information that is needed to contact you, file your tax returns, do your bookkeeping or complete any of the other services we provide at your request. The types of information we collect generally include the following, however in some cases additional information may be necessary.
Contact Information
Name, Social Security Number and Date of Birth for you and anyone else listed on your tax return
Income, Expenses, Revenue and Asset Information
Investment Information
Bank Account Information
Employment Information
Health Insurance Information
Information about life events that impact your tax liability
How We Collect Information
The personal, non public information we collect comes directly from you when you knowingly and willingly provide it to us or give us permission to obtain it. This may include information we receive from conversations with you, tax organizers, documents you provide, IRS transcripts and notices , etc.
We may also collect information directly from the IRS or other source when we are acting on your behalf with your knowledge and permission to do so.
We may collect Contact information (phone number, mailing address, email address) from you directly or from a public social media account or from another individual or professional who refers you to us for service.
How We Use Your Information
By providing your personal information, you give us consent to use the information only for the purpose for which it was collected.
We collect and use information as it is needed to prepare and file tax returns or complete any of the professional services we provide at your request.
We use your information as needed when discussing your case with the IRS or other government agencies or institutions if you have given us permission to do so.
We do not disclose any personally identifiable information about clients to anyone except as required or permitted by law.
For website visitors
This website is hosted by Squarespace. Squarespace collects personal data when you visit this website, including:
Information about your browser, network and device
Web pages you visited prior to coming to this website
Your IP address
Squarespace needs the data to run this website, and to protect and improve its platform and services. Squarespace analyzes the data in a de-personalized form.