COMPLIANCE AND DATA SECURITY

Legacy Tax Financial Services takes taxpayer data protection seriously and follows industry practices to safeguard sensitive information.

Data Protection

Access to taxpayer information is restricted to authorized personnel who require access to perform tax preparation services.

Identity Verification

Clients may be required to provide government-issued identification and additional documentation before a tax return is filed.

Due Diligence

Additional documentation may be requested to verify eligibility for tax credits or deductions in accordance with IRS due diligence requirements.

Document Retention

Tax records may be retained for compliance, recordkeeping, and regulatory purposes.