1. Information We Collect
We collect information you provide directly when you use our services, create a client portal account, submit a contact or quote form, or communicate with us. This may include:
- Identity information: full name, date of birth, Social Security Number (SSN) or Taxpayer Identification Number (TIN)
- Contact information: mailing address, email address, phone number
- Financial information: income documents (W-2, 1099), prior-year returns, bank account details for direct deposit
- Business information: employer identification numbers, business income and expense records
- Usage data: pages visited, browser type, IP address, and timestamps when you use our website
2. How We Use Your Information
We use the information we collect solely to provide and improve our tax preparation and advisory services:
- Prepare, file, and electronically submit your federal and state tax returns
- Communicate with you about your return status, documents needed, and refund estimates
- Respond to your quote requests and support inquiries
- Comply with IRS regulations, Florida state law, and other applicable legal obligations
- Improve our website and services through aggregated, anonymized analytics
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
3. How We Share Your Information
We share your information only in the following limited circumstances:
- Tax authorities: We submit your return to the IRS and applicable state revenue agencies on your behalf with your consent.
- Service providers: We may share data with trusted vendors who help us operate our business (e.g., secure document storage, e-file transmission). These vendors are contractually bound to handle your data securely and only for the purposes we specify.
- Legal compliance: We may disclose information when required by law, court order, or to protect our legal rights.
4. Data Security
We take the security of your financial information seriously. We use:
- SSL/TLS encryption for all data transmitted through our website and client portal
- Encrypted storage for sensitive documents and tax records
- Access controls limiting data access to authorized staff only
- Secure, IRS-approved e-file transmission methods
No method of electronic transmission or storage is 100% secure. While we use commercially reasonable precautions, we cannot guarantee absolute security.
5. Data Retention
We retain your tax records and personal information for a minimum of seven (7) years in accordance with IRS recordkeeping guidelines and applicable Florida law. You may request deletion of your data subject to these legal retention obligations.
6. Cookies & Tracking
Our website uses cookies and similar technologies to improve your browsing experience, analyze traffic, and remember your preferences. You may disable cookies through your browser settings; however, some features of our client portal may not function properly without them.
7. Third-Party Services
Our website may link to third-party services (e.g., the IRS website, payment processors). We are not responsible for the privacy practices of those external sites. We encourage you to review their privacy policies before submitting information.
8. Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors without verifiable parental consent.
9. Your Rights
You have the right to access, correct, or request deletion of the personal information we hold about you, subject to legal retention requirements. To exercise these rights, contact us at the address below.
10. Changes to This Policy
We may update this Privacy Policy periodically. When we make material changes, we will update the "Last updated" date at the top of this page. Continued use of our services after changes are posted constitutes acceptance of the revised policy.
11. Contact Us
If you have questions or concerns about this Privacy Policy or how we handle your data, please contact us:
Next Level Tax Advisers
Florida, United States
Email: info@nextleveltaxadvisers.com