Introduction

At Stratax Consulting, we are committed to protecting the privacy and confidentiality of our clients' personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information.

Information We Collect

We collect various types of information in the course of providing our services, including but not limited to:

• Personal Identification Information: Name, address, email address, phone number, Social Security number, and other identification details.
• Financial Information: Income, expenses, assets, liabilities, and other financial details necessary for tax preparation and financial planning.
• Tax Information: Tax returns, tax identification numbers, and other tax-related documents.
• Other Relevant Information: Any other information necessary to provide our services effectively.

How We Collect Information

We collect information through various means, including:

• Directly from You: Information you provide to us during consultations, through forms, or via our website.
• Third Parties: Information from financial institutions, previous tax preparers, and other relevant entities with your consent.
• Public Sources: Information available from public records and databases.

How We Use Your Information

We use the information we collect for the following purposes:

• Service Provision: To prepare and file your tax returns, provide financial planning, and other related services.
• Communication: To communicate with you regarding your tax matters, financial planning, and other services.
• Compliance: To comply with legal and regulatory requirements.
• Improvement: To improve our services and enhance client experience.

Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information with:

• Service Providers: Third-party service providers who assist us in providing our services, such as tax software vendors, IT support, and other professional advisors.
• Government Authorities: Federal and state tax authorities, as law requires.
• Legal Obligations: Law enforcement and governmental agencies in response to a lawfully executed subpoena or as required by law.

Data Security

We implement a variety of security measures to protect your personal information, including:

• Physical Security: Secure storage of physical documents and restricted access to our offices.
• Electronic Security: Use of encryption, firewalls, and secure passwords to protect electronic data.
• Employee Training: Regular training for employees on data security best practices and confidentiality obligations.

Your Rights

You have the right to:

• Access: Request access to the personal information we hold about you.
• Correction: Request correction of any inaccurate or incomplete information.
• Deletion: Request deletion of your personal information, subject to legal and regulatory requirements.
• Opt-Out: Opt-out of certain data collection and use practices.

To exercise these rights, please contact us via the information provided below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will post the revised policy on our website and update the effective date. We encourage you to review this policy periodically.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please get in touch with us at:

Stratax Consulting
6515 Longshore Loop, Ste 100
Dublin, OH 43017

614-505-4007

support@strataxconsulting.com

‍