Privacy Notice for Bottomline Tax Service Inc.
Effective Date: 01/01/2023
Welcome to Bottomline Tax Service Inc.! Protecting your privacy and ensuring the security of your personal information is of utmost importance to us. This Privacy Notice outlines how we collect, use, disclose, and safeguard the personal data you provide to us in the course of using our tax preparation services. By using our website and services, you consent to the practices described in this notice.
1. Information We Collect:
As part of providing our tax preparation services, we may collect the following types of personal information:
a. Personal Information You Provide: This includes information you voluntarily provide to us when engaging our services, such as your name, address, Social Security number, financial information, and other relevant data necessary for tax preparation.
b. Financial and Tax Information: We collect information related to your income, expenses, deductions, and other financial details to accurately prepare your tax returns.
c. Third-Party Information: In some cases, we may receive information from third parties, such as your employer or financial institutions, to facilitate the tax preparation process.
2. Use of Information:
We use the collected information for the following purposes:
a. Tax Preparation: We use your personal data to accurately prepare and file your tax returns in compliance with applicable tax laws and regulations.
b. Communication: We may use your contact information to communicate with you regarding your tax preparation, important updates, and other relevant information related to our services.
c. Legal Compliance: To meet our legal and regulatory obligations, we may use and disclose your information as required by tax authorities and other governmental agencies.
3. Information Sharing:
We understand the sensitivity of your financial data, and we are committed to protecting your privacy. We do not sell, trade, or rent your personal information to third parties. However, we may share your information in the following circumstances:
a. Authorized Personnel: Your personal data will be accessed by our authorized employees and agents solely for the purpose of providing tax preparation services to you.
b. Service Providers: We may engage reputable third-party service providers to assist us with tax-related tasks, such as tax software providers and cloud storage solutions. These providers are contractually bound to protect your data and use it solely for the purposes specified by us.
c. Legal Requirements: We may disclose your information if required by law, court order, or in response to a valid legal request.
4. Data Security:
We take data security seriously and have implemented appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no data transmission over the internet or electronic storage method is completely secure, and we cannot guarantee absolute security.
5. Retention Period:
We retain your personal information for as long as necessary to provide our tax preparation services to you and as required by applicable laws and regulations.
6. Your Rights:
You have certain rights concerning your personal information, including the right to access, correct, or delete your data. If you have any privacy-related questions or wish to exercise your rights, please contact us using the information provided at the end of this notice.
7. Children's Privacy:
Our tax preparation services are not intended for individuals under the age of 15. We do not knowingly collect personal information from individuals in this age group.
8. Changes to this Privacy Notice:
We may update this Privacy Notice from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on our website, and the effective date will be revised accordingly.
9. Contact Us:
If you have any questions or concerns about our Privacy Notice or data practices, or if you need assistance with your tax preparation, please contact us at brent@bottomlinetaxservice.com or 510-413-8290.
Thank you for entrusting Bottomline Tax Service Inc. with your tax preparation needs. We are dedicated to ensuring the privacy and security of your personal information.
Brent W. Rudman, EA
Enrolled Agent
Bottomline Tax Service Inc.
20200 Redwood Rd Suite 12
Castro Valley, CA 94546
brent@bottomlinetaxservice.com
510-413-8290.