Introduction

TaxCore365 (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website and in the course of providing tax and related services.

By using our website or engaging our services, you acknowledge and agree to the practices described in this Privacy Policy.

Information We Collect

We may collect the following types of information:

Personal Information

• Name, address, email address, phone number
• Social Security Number or Individual Taxpayer Identification Number (ITIN)
• Date of birth and other identifying information

Financial and Tax Information

• Income and expense information
• Tax returns and supporting documents
• Payroll, bookkeeping, and business records

Website Information

• IP address, browser type, and device information
• Pages visited and interaction data collected through cookies or similar technologies 

How We Use Information

We use collected information solely for legitimate business and professional purposes, including:

• Preparing and filing tax returns
• Providing tax advisory, bookkeeping, payroll, and related services
• Responding to inquiries and communications
• Complying with federal and state laws and professional standards
• Improving our website and services

Information Sharing and Disclosure

We do not sell or rent personal information. We may disclose information only when:

• Authorized by the client
• Required by law or legal process
• Necessary to comply with IRS regulations, including Circular 230
• Working with trusted service providers (e.g., payroll processors, software providers) who are contractually obligated to maintain confidentiality

Safeguarding Client Information

TaxCore365 maintains physical, electronic, and procedural safeguards designed to protect client information from unauthorized access, use, or disclosure. Access to sensitive data is limited to authorized personnel who require the information to perform their professional duties.

Client Rights and Choices

Clients may request access to their personal information or request corrections, subject to legal and professional obligations. Certain records must be retained to comply with federal and state laws and professional standards.

Cookies and Website Tracking

Our website may use cookies or similar technologies to enhance user experience and analyze website traffic. You may adjust browser settings to limit or disable cookies, though some website features may not function properly.

Data Retention

We retain client information for as long as necessary to provide services and comply with applicable legal, regulatory, and professional requirements.

Children’s Privacy

Our services and website are not directed to children under the age of 13, and we do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.