How we handle your information
You are trusting us with Social Security numbers, income records and bank details. This page explains what we do with them.
Draft — needs legal review before publishing
This is a structural outline showing what the page should cover, not finished legal text. Have a qualified attorney review and complete it before it goes live. Tax preparers in the U.S. have specific obligations under IRC §7216 and the FTC Safeguards Rule that a generic template will not address.
What we collect
Identifying information, income and tax documents, and payment details necessary to prepare and file your returns. [Complete with your actual collection practices.]
How we use it
Solely to prepare, review and file your returns, to respond to tax authorities on your behalf where authorised, and to contact you about your engagement. We do not sell client information. [Confirm and complete.]
How it is stored and protected
- Encrypted in transit and at rest
- Access limited to your assigned preparer and reviewer
- Retained for the period required by law, then securely destroyed
- [Add: your written information security plan, as required by the FTC Safeguards Rule]
Disclosure to third parties
Under IRC §7216, a tax return preparer generally needs your written consent before using or disclosing your return information for any purpose other than preparing the return. [State your practice and consent process.]
Your choices
[Access, correction, and deletion rights; how to make a request; who to contact.]
Contact
Questions about this policy: tax@universaltaxfiler.com or +1 949 431 2999.
4603 FM 1463, Katy, TX 77494