Retirement Tax Services
Protecting your personal information is important to us at Retirement Tax Services. We do not sell or rent your information including your social security number or other, personally identifiable information.
The following guidelines set forth are our general privacy practices that apply to the information we collect.
We utilize administrative, technical, and physical safeguards to protect your information. We protect the information submitted to us, both during transmission and once we receive it. However, you can aid in the security of protecting your information by ensuring that no personal identifying information is transmitted without proper security measures and encryption methods. If you do not have or cannot afford secure methods to submit your personal information securely, please contact us immediately. For our active clients, we will provide you with a secure method of transferring information via a site that provides security techniques such as 256-bit AES encryption and encryption key-wrapping strategy that also utilizes 256-bit AES encryption.
This privacy notice also details choices available to you regarding the use of, your access to, and how to update and correct your personal information.
What information do we collect?
As part of providing products and services to you, we may collect information, including personal information, about you, your spouse, your dependents, your real property or your business when you use our services.
Personal information is data that can be used to identify a person individually. The information we may collect includes, but is not limited to:
- Contact Information,
- Date of Birth;
- Demographic Information;
- Device Information (e.g., internet protocol (IP) address, device type, unique identifier, app version, operating system, network data, and phone state);
- Education information;
- Financial Information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information);
- Geographical Location Information;
- Health Information (e.g., health insurance status and financial information related to payment for healthcare services);
- Login Information;
- Payment Data (e.g., checking, debit and credit card account numbers, balances, and payment history);
- Professional or employment-related information; and
- Social Security Number and other government identification numbers (e.g., Driver’s License Number, and Government Issued ID, EIN Numbers for Entities, Etc.).
Personal identiﬁable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities and insurance laws. After this required period of record retention, all such information will be archived or destroyed. In all other respects, the information about former clients is treated in the same manner as information about current clients.
To provide the utmost in service, we may disclose information regarding customers and/or former customers, as necessary, to companies in order for them to perform certain services on our behalf or to other ﬁnancial institutions with whom we have joint agreements, or as required by law.
We utilize certain web and wireless technologies to collect this information. These technologies include cookies and web beacons.
The Internal Revenue Service (IRS) or state taxing authorities may require that we collect certain personal and system information in connection with preparing or electronically filing your tax return. This may include taxpayers’ names, social security numbers, IP addresses, and unique device identifiers.
We will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic, and procedural safeguards that meet federal and/or state standards to guard your non-public, personal information.
Where do we get this information?
We collect information directly from you.
The Taxpayer provides most of the information that we collect directly or via their Financial Advisor. We also receive information through certain digital technologies when we interact with them. Finally, other companies and government entities may share information with us.
How do we use your information?
We use your information to provide you with the products and services you request. We may also use your information, as permitted by law, including to service and report on your account; offer you relevant information, products, or services; and enhance our products and services. These activities may be performed by us or a service provider acting on our behalf.
We use the information to provide anonymized data to our users based on analytical census information derived from their personal information.
How long do we keep your information?
In accordance with applicable laws, we keep your information for as long as needed to serve you, maintain your account, as needed to operate our business or to improve our offerings, or develop new ones.
How to update or change your information.
Please contact our offices immediately for all updates. Our team at Retirement Tax Services will walk you through how to update and make the changes that you need.