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At CMY Tax Services INC, the privacy of your financial and personal information is our top priority. This Privacy Notice describes how we collect, use, protect, and share your information when you use our website and our tax preparation services.
01 Information We Collect
We collect information that you provide directly to us through our contact forms, tax questionnaires, and direct communications:
- Personal Identification: Full name, address, phone number, email address, and SSN/ITIN (via secure channels).
- Financial Information: Income, bank statements, W-2 forms, 1099s, and deductions.
- Communication Data: Inquiries sent via web forms or support chats.
02 Use of Information
Service Delivery
To prepare and file your federal and state tax returns.
Communication
To contact you regarding case updates, appointment reminders, or following up on missing documents.
Practicality
We may use third-party tools to organize your information and streamline data processing, always ensuring that the data flow remains private.
Legal Compliance
To comply with IRS regulations and other tax authorities.
03 Data Security
"We implement SSL/TLS protocols and restricted access to ensure that only authorized personnel handle your information."
04 Your Privacy Rights
You have the right to access, correct, or request the deletion of your data, subject to mandatory IRS retention periods (generally 3 to 7 years for tax records).