Privacy Policy

Commitment to your confidentiality

At Crescent Tax, we are committed to protecting your privacy and ensuring that your personal information is handled in a secure and responsible manner. This privacy policy outlines how we collect, use, disclose and safeguard your information when you use our tax filing services.

Information we collect

We may collect the following types of information:

• Personal identification information: name, address, Social Security Number (SSN), date of birth, and other personal details necessary for tax filing.
• Financial information: income details, bank account numbers, investment information, and other financial data required to complete your tax return.
• Contact information: email address, phone number, and other contact details.
• Other information: any additional information you provide to us during the tax filing process or through communication with our staff.

How we use your information

We use your information for the following purposes:

• Tax preparation and filing: to prepare and file your tax returns accurately and efficiently.
• Communication: to respond to your inquiries, provide updates, and send important information related to your tax filings.
• Compliance: to comply with legal and regulatory requirements and to protect against fraud.
• Improvement of services: to enhance our services and ensure they meet your needs.

Disclosure of your information

We may disclose your information to:

• Government agencies: to comply with tax regulations and submit your tax returns.
• Service providers: third-party vendors who assist us in providing our services, data storage, and processing.

Security of your information

We implement industry-standard security measures to protect your information from unauthorized access, alteration, or disclosure. This includes physical, electronic, and procedural safeguards.

Your rights and choices

You have the following rights regarding your information:

• Access and correction: you can request access to or correction of your personal information.
• Opt-out: you may opt out of receiving promotional communications from us.
• Deletion: you can request the deletion of your information, subject to legal and regulatory requirements.

Data retention

We retain your information for as long as necessary to fulfill the purposes outlined in this privacy policy and to comply with legal and regulatory obligations.

Changes to this privacy policy

We may update this privacy policy from time to time. We will notify you of any significant changes by posting the updated policy on our website and, where appropriate, providing notice via email.

Contact us

If you have any questions or concerns about this privacy policy or our data practices, please contact us.