PRIVACY POLICY

Effective Date: January 1, 2026

Legacy Tax Financial Services respects your privacy and is committed to protecting the personal information you provide when using our website and tax preparation services.

Information We Collect

We may collect personal information including:

* Full name
* Phone number
* Email address
* Mailing address
* Tax documents
* Social Security numbers
* Government identification
* Financial information required for tax preparation

Purpose of Information Collection

Information is collected for the following purposes:

* Tax return preparation and filing
* Appointment scheduling
* Client communication
* Identity verification
* Compliance with federal and state tax laws

Information Sharing

Your information may be shared with:

* Internal Revenue Service (IRS)
* State tax agencies
* Partner banks for refund advances or tax refund transfer products
* Authorized service providers necessary to complete tax preparation services

Legacy Tax Financial Services does not sell or rent personal information to third parties for marketing purposes.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect client information. Access to sensitive information is restricted to authorized personnel.

Retention of Information

Client tax records may be retained for a period required by applicable laws or business policies.