Updated March 2025
1. Introduction
Integrated Tax Services (“we,” “us,” or “our”) is committed to protecting the privacy and security of our clients’ personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage our tax preparation services, in accordance with applicable laws and regulations, including the GDPR and GLBA.
2. Information We Collect
We may collect the following types of personal information:
- Personal Identification Information: Name, address, date of birth, Social Security Number (SSN), Tax Identification Number (TIN), date of death and other government-issued identification numbers.
- Financial Information: Income details, bank account information, investment records, tax return information, and other financial data necessary for tax preparation.
- Contact Information: Email address, phone number, and mailing address.
- Other Relevant Information: Any other information you provide to us for tax preparation purposes.
3. How We Collect Information
We collect personal information through various methods, including:
- Direct Interactions: Information you provide during consultations, via phone calls, emails, or through our website or our client portal.
- Third-Party Sources: With your consent, we may obtain information from third parties such as financial institutions, employers, or other entities relevant to your tax matters.
4. Use of Personal Information
We use your personal information to:
- Prepare and file your tax returns.
- Provide tax planning and advisory services.
- Communicate with you regarding your tax matters.
- Comply with legal obligations and regulatory requirements.
- Improve our services and maintain our business records.
5. Legal Basis for Processing (For EU Clients)
For clients located in the EU, our legal basis for processing your personal information includes:
- Performance of a Contract: Processing is necessary for the performance of our contract with you.
- Legal Obligation: Processing is necessary for compliance with our legal obligations.
- Legitimate Interests: processing is necessary for our legitimate interests, such as improving our services, provided that these interests are not overridden by your rights and interests.
6. Disclosure of Personal Information
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. This may include disclosures to:
- Government authorities or law enforcement officials, in compliance with legal requirements.
- Third-party service providers who assist us in delivering our services, subject to confidentiality agreements.
- Other parties with your explicit consent or as directed by you.
7. Data Security
We implement reasonable and appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, please be aware that no security measures are perfect or impenetrable, and we cannot guarantee absolute security.
If we become aware of a security systems breach, we will attempt to notify you electronically using the contact information we have available so that you can take appropriate protective steps. Depending on where you live, you may have a legal right to receive notice of a security beach in writing.
8. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.
9. Your Rights (For EU Clients)
If you are an EU resident, you have the following rights under the GDPR:
- Right to Access: You may request access to your personal information and obtain a copy.
- Right to Rectification: You may request correction of any inaccurate or incomplete personal information.
- Right to Erasure: You may request deletion of your personal information under certain circumstances.
- Right to Restrict Processing: You may request that we limit the processing of your personal information.
- Right to Data Portability: You may request to receive your personal information in a structured, commonly used, and machine-readable format, and have the right to transmit that data to another controller.
- Right to Object: You may object to the processing of your personal information based on legitimate reasons.
To exercise any of these rights, please contact us using the contact information provided below.
10. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently received personal information provided by a minor, we will delete such information from our records.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the new Privacy Policy on our website and updating the effective date.
12. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at: connect@its-taxes.com.
By engaging our services, you acknowledge that you have read and understood this Privacy Policy and agree to the collection and use of your personal information as described herein.
Consent Preferences
