1. Privacy Commitment Tic Tax is committed to protecting your privacy and safeguarding your sensitive financial information. Like other providers of personal financial services, we are required by law to inform clients of our policies regarding the privacy of client information. We are bound by strict professional standards of confidentiality.

2. Information We Collect We collect non-public personal information about you that you provide to us, or which is obtained by us with your authorization. This includes information from client phone calls, virtual interviews, emails, tax organizers, tax returns, and financial history questionnaires.

3. Use and Disclosure of Information State and federal laws provide for criminal penalties for tax return preparers who disclose client information improperly. Your written consent will be obtained before Tic Tax uses or discloses your information for any purpose other than the preparation of your tax return or as required by law. We restrict access to your personal information to those employees who need to know that information to provide services to you.

4. Data Security Safeguards We are committed to safekeeping your confidential information. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information. This includes the use of industry-standard encryption, secure client portals for document transmission, and secure virtual meeting platforms.

5. Record Retention Tic Tax retains records relating to professional services provided to clients so that we may better assist clients with their professional needs and comply with professional guidelines and legal requirements.

6. Third-Party Links Our website may contain links to other websites managed by third parties. We have no control over information that is submitted to or collected by any third parties and are not responsible for the privacy practices of other websites.

7. Contact Us If you have any questions regarding our Privacy Policy or how your data is handled, please contact us at [email protected] or (305) 262-7979.