1. Information We Collect

SB Tax & Compliance LLC collects information necessary to provide professional tax and compliance services, including:

• Personal identification information (name, address, Social Security number, date of birth)
• Financial information (income statements, bank accounts, investment records)
• Tax-related documents and records
• Contact information (email, phone number)
• Business information for corporate clients

2. How We Use Your Information

We use collected information to:

• Prepare accurate tax returns and financial documents
• Provide tax planning and consulting services
• Communicate with clients regarding their accounts and services
• Comply with legal and regulatory requirements
• Improve our services and client experience

3. Information Protection

We implement industry-standard security measures to protect your personal and financial information, including encrypted data transmission, secure file storage, password-protected systems, and restricted access to client information. All staff members are trained in confidentiality protocols and sign confidentiality agreements.

4. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information only in the following circumstances:

• With your explicit written consent
• With government agencies as required by law (IRS, state tax authorities)
• With professional service providers who assist in our operations (subject to confidentiality agreements)
• In response to legal processes or to protect our rights

5. Data Retention

We retain client records for a minimum of seven years from the date of service, as required by professional standards and regulations. After the retention period, documents are securely destroyed through shredding or secure digital deletion.

6. Your Rights

You have the right to:

• Access your personal information in our possession
• Request corrections to inaccurate information
• Request copies of your tax returns and documents
• Withdraw consent for certain uses of your information
• Request deletion of your information (subject to legal retention requirements)

7. Cookies and Website Tracking

Our website may use cookies and similar technologies to improve user experience and analyze website traffic. These technologies do not collect personally identifiable information unless you provide it voluntarily. You can disable cookies through your browser settings.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors without parental consent.

10. Changes to Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The updated policy will be posted on our website with the revision date. Continued use of our services constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us at:

SB Tax & Compliance LLC
Email: info@sbtaxandcompliance.com | ask@sbtaxandcompliance.com
Phone: (972) 256-8624