Privacy Policy

Taxologi Consulting ("we," "us," or "our") values your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect information obtained through our website, www.taxologiconsulting.com, and through our virtual tax services.

Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address
• Tax & Financial Information: Social Security numbers, tax identification numbers, income data, business financial records, and other information required to prepare tax filings
• Account & Communication Data: Messages, uploaded documents, scheduling information
• Technical Data: IP address, browser type, device information, cookies, and usage analytics

How We Use Your Information

We use your information to:

• Provide tax preparation, advisory, and consulting services
• Communicate with you regarding appointments, services, and updates
• Comply with IRS and legal requirements
• Improve our website, services, and client experience
• Maintain internal records and security

How We Protect Your Information

We use industry-standard safeguards including:

• Secure portals and encrypted file transfer systems
• Limited access to sensitive information
• Secure third-party platforms (e.g., Intuit ProConnect, scheduling tools)

Despite safeguards, no online transmission can be guaranteed 100% secure.

Sharing of Information

We do not sell your personal information. We may share information with:

• IRS and state tax authorities (as required)
• Trusted third-party service providers used to deliver our services
• Legal or regulatory authorities when required by law

Cookies & Analytics

Our website may use cookies and analytics tools to understand website usage and improve functionality. You may disable cookies through your browser settings.

Your Rights

You may request:

• Access to your personal data
• Corrections to inaccurate information
• Deletion of data where legally permissible

Requests can be made by contacting us using the information below.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect data from children.

Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised "Last updated" date.