Privacy Policy for Foos Financial Services - Tax Preparation Services
Effective Date: January 1, 2024
1. Introduction
At Foos Financial Services LLC, we respect and value the privacy of our clients. This Privacy Policy explains how we collect, use, and protect your personal information when you use our tax preparation services through our website www.FoosFinancialServices.com.
By using our website and Services, you consent to the collection and use of your personal data as described in this policy.
2. Information We Collect
We may collect the following types of personal information from you when you use our Services:
-
Personal Identification Information: Name, email address, phone number, mailing address, date of birth, Social Security number (SSN), taxpayer identification number (TIN), and other financial or tax-related data necessary to prepare your taxes.
-
Payment Information: Credit card information or other payment details to process payments for our services.
-
Communication Records: Any correspondence or communications with you, including emails, chat logs, and phone call recordings.
3. How We Use Your Information
We use the information we collect for the following purposes:
- Tax Preparation: To accurately prepare and file your tax returns.
- Communication: To respond to inquiries, provide updates, or inform you about important changes related to your tax filing.
- Payment Processing: To process payments for services rendered.
- Compliance: To comply with legal obligations, including IRS requirements and other applicable tax regulations.
4. How We Share Your Information
We do not sell, rent, or lease your personal information to third parties. However, we may share your information in the following circumstances:
-
Service Providers: We may share your information with trusted third-party service providers who assist us in providing tax preparation services, such as payment processors, tax filing platforms, or customer service providers.
-
Legal Requirements: We may disclose your information if required by law, such as to comply with a subpoena, court order, or other legal process.
-
Business Transfers: In the event of a merger, acquisition, or sale of all or part of our business, your personal information may be transferred as part of the transaction.
5. Data Security
We implement a variety of security measures to protect your personal information. These include encryption, secure storage methods, and restricted access to authorized personnel only. However, no method of data transmission or storage is completely secure, and we cannot guarantee the absolute security of your information.
6. Your Rights
Depending on your jurisdiction, you may have certain rights regarding your personal information, including:
- Access: You have the right to request access to the personal data we hold about you.
- Correction: You can request corrections to inaccurate or incomplete personal data.
- Deletion: You may request that we delete your personal data, subject to certain legal restrictions.
- Opt-out: You may opt out of receiving marketing communications at any time by following the instructions in our emails or contacting us directly.
To exercise any of these rights, please contact us at [contact information].
7. Cookies and Tracking Technologies
We use cookies and other tracking technologies on our website to improve user experience, analyze website traffic, and personalize content. By using our website, you consent to the use of these technologies. You can adjust your browser settings to control or disable cookies.
8. Third-Party Websites
Our website may contain links to third-party websites that are not operated or controlled by us. We are not responsible for the privacy practices or content of these third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.
9. Children's Privacy
Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected personal information from a child, please contact us immediately, and we will take steps to remove such information.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
11. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal data, please contact us at:
Foos Financial Services LLC
5627 Allentown Road, Suite 200, Camp Springs, MD 20746
(240) 844-FOOS
Assist@AskFoos.com