Privacy Policy for Taxes and Financials+ that aligns with TCR requirements, CCPA (California Consumer Privacy Act), and GDPR (General Data Protection Regulation).
Effective Date: January 1, 2024
Last Updated: February 1, 2025
Taxes and Financials+ ("Company," "we," "us," or "our") is committed to protecting your privacy and ensuring that your personal information is collected, used, and disclosed responsibly. This Privacy Policy explains how we collect, use, share, and safeguard your personal data when you visit our website:
www.TAFP.tax,
use our services, or interact with us. By using our services, you consent to the practices described in this Privacy Policy.
1. Information We Collect
We collect the following types of information to provide and improve our services:
A. Personal Information You Provide Personal Identifiers: Name, email address, phone number, mailing address, Social Security Number (SSN), Tax Identification Number (TIN). Financial Information: Income details, tax-related documents, banking details (for tax refunds or payments). Business Information: Company name, EIN (Employer Identification Number), business financials. Account Credentials: If you create an account, we collect your username and password. Communication Data: Emails, messages, and any information you provide when contacting us.
B. Information Collected Automatically Cookies & Tracking Technologies: We use cookies, pixels, and other technologies to collect data such as IP addresses, browser type, and device identifiers. Website Usage Data: Pages visited, time spent on the website, interactions, and preferences.
C. Information from Third Parties Government agencies (IRS, state tax authorities). Financial institutions and payroll providers. Public records and data verification services.
2. How We Use Your Information
We use your information to:
✅ Provide tax preparation, financial planning, and advisory services.
✅ File tax returns and comply with legal obligations.
✅ Process payments and refunds securely.
✅ Improve website functionality and user experience.
✅ Comply with regulatory and security requirements.
✅ Prevent fraud, unauthorized access, or legal violations.
✅ Communicate service updates, promotions, and newsletters (you can opt out anytime). We do not sell your personal data.
3. How We Share Your Information
We may share your data in the following ways:
A. With Government & Regulatory Agencies IRS, state tax authorities, and other entities as required by law.
B. With Trusted Third-Party Service Providers Cloud storage, tax software, payment processors, and professional service providers.
C. Business Transfers If we merge, sell, or restructure, your data may be transferred.
D. Legal & Compliance If required by law, subpoena, or to protect rights, safety, and fraud prevention.
4. Your Privacy Rights Depending on your location, you may have specific rights under CCPA (California) or GDPR (EU/UK).
A. Your Rights Under CCPA (For California Residents) California residents have the right to:
✅ Know what personal information we collect and how it is used.
✅ Request access to their data.
✅ Request deletion of their data, subject to legal limitations.
✅ Opt-out of personal data sales (we do not sell your data).
✅ Non-discrimination for exercising privacy rights.
🔹 To make a CCPA request, email office@tafp.tax or call 714-864-0660.
B. Your Rights Under GDPR (For EU/UK Residents) If you are in the EU or UK, you have the right to:
✅ Access your personal data.
✅ Rectify incorrect or incomplete data.
✅ Request deletion of your data (“Right to be Forgotten”).
✅ Restrict processing of your data under certain conditions.
✅ Object to processing based on legitimate interests.
✅ Request data portability (transfer your data to another provider).
✅ Withdraw consent at any time.
🔹 To make a GDPR request, email office@tafp.tax with “GDPR Request” in the subject line.
5. Data Security & Retention
We take strong security measures to protect your information:
🔒 Encryption: Secure transmission of sensitive data using SSL/TLS encryption.
🔒 Access Controls: Limited access to personal data based on business need.
🔒 Regular Security Audits: Monitoring for unauthorized access and vulnerabilities. Data Retention: We retain data for as long as necessary to provide services and comply with legal requirements. Once data is no longer required, it is securely deleted or anonymized.
6. Cookies & Tracking Technologies
We use cookies and similar tracking tools to:
🍪 Enhance user experience and site functionality.
🍪 Analyze traffic and trends.
🍪 Deliver targeted marketing (if applicable).
🔹 Managing Cookies: You can adjust your browser settings to disable cookies, but some website features may not function properly.
7. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices, and we encourage reviewing their policies before sharing personal data.
8. International Data Transfers
For users outside the United States, we process your data in accordance with applicable laws. If you are in the EU/UK, we use legal safeguards like Standard Contractual Clauses (SCCs) to protect data when transferring it internationally.
9. SMS Consent & Privacy Protection
At Taxes and Financials+, we respect your privacy and are committed to ensuring that your personal data, including SMS consent, is protected.
✅ SMS Consent Protection: We do not share your SMS consent with third parties for marketing purposes. Your phone number and SMS preferences are only used for the purposes explicitly agreed upon, such as account verification, appointment reminders, and service-related updates.
✅ Accessibility of Our Privacy Policy: We make our Privacy Policy easily accessible: A link to this policy is prominently displayed on all web forms where SMS consent is collected. Our Privacy Policy is linked in the footer of every page on our website for easy reference.
If you have any questions regarding our SMS privacy practices, please review our full Privacy Policy or contact us at office@tafp.tax
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Significant changes will be posted on our website. If required by law, we will notify you directly.
11. Contact Us
For privacy-related inquiries, requests, or concerns, contact us at:
📧 Email: office@tafp.tax
📍 Mailing Address:
2419 E. Katella Avenue, Suite 103,
Orange, CA 92867
📞 Phone: 714-864-0660
🔹 For CCPA Requests (California Residents): office@tafp.tax
🔹 For GDPR Requests (EU/UK Residents): office@tafp.tax
Taxes and Financials+
"Trusted in Tax & Financial Solutions"
