Privacy Policy

Effective Date: 11-04-2025
Last Updated: 11-04-2025

1. Introduction

At Elevate Financial Tax Preparation, your privacy and security are our top priorities. We are committed to protecting the confidentiality of your personal and financial information in accordance with IRS Publication 4557 – Safeguarding Taxpayer Data and the Federal Trade Commission (FTC) Safeguards Rule.

This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or use our tax preparation services.

2. Information We Collect

We collect only the information necessary to prepare and file your taxes accurately and in compliance with federal and state laws. This may include:

• Name, address, email, and phone number

• Social Security numbers and other identification details

• Income, deductions, and financial account information

• Business and self-employment records (if applicable)

• Documents you upload to our secure portal

3. How We Use Your Information

Your information is used only for:

• Preparing and filing your federal and state tax returns

• Providing updates or communications related to your tax filings

• Responding to IRS or state tax authority inquiries on your behalf (with your consent)

• Improving our services and client experience

We do not sell, rent, or share your personal information with outside parties for marketing or any unrelated purpose.

4. Data Protection & Security

We use industry-standard encryption, multi-factor authentication, and secure cloud-based systems to protect your information from unauthorized access.
All employees and contractors are trained annually on data privacy, cybersecurity, and IRS data protection standards.

Our safeguards include:

• Secure transmission (HTTPS/SSL) for all data transfers

• Encrypted email and document storage

• Restricted access to authorized personnel only

• Regular system monitoring and data backup

5. Information Sharing

We may share your information only in the following limited circumstances:

• With the IRS and state tax agencies to file your tax return

• With trusted third-party service providers (such as secure e-file software or payment processors) who assist in our operations, under strict confidentiality agreements

• When required by law, subpoena, or government investigation

6. Your Rights

You have the right to:

• Access, review, and request corrections to your personal information

• Request copies of your filed tax documents

• Withdraw your consent for non-essential data sharing (when applicable)

To exercise these rights, contact us at info@elevateyourtaxes.com or 409-939-6237.

7. Data Retention

We retain your tax records for the period required by the IRS and state recordkeeping laws (generally 3–7 years). After that period, data is securely deleted or destroyed.

8. Updates to This Policy

We may update this Privacy Policy from time to time to reflect legal, operational, or security changes. Any updates will be posted here with a revised effective date.

9. Contact Information

If you have questions about this Privacy Policy or how your data is handled, please contact us:

Elevate Financial Tax Preparation
📍 Houston, Texas
📧 info@elevateyourtaxes.com
📞 409-939-6237