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Privacy Policy

A legal disclaimer

1. Introduction

Welcome to Robinson Tax Service (“we,” “our,” or “us”).
We value your trust and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, use our services, or communicate with us.

By using our website or services, you consent to the terms described in this Privacy Policy.

2. Information We Collect

We collect personal information that is necessary to provide our tax preparation, planning, and financial services, including:

A. Personal Identifiable Information (PII):

  • Full name

  • Date of birth

  • Mailing address

  • Email address

  • Phone number

  • Social Security Number (SSN) or Tax Identification Number (TIN)

  • Employment and income information

  • Tax documents (W-2s, 1099s, etc.)

B. Financial Information:

  • Bank account information (for direct deposit or refund transfers)

  • Credit and debit card details (if payments are processed online)

C. Technical Information (Website Use):

  • IP address

  • Browser type and version

  • Device information

  • Pages visited, time spent, and referring URLs (via analytics tools)

D. Other Voluntarily Provided Information:

  • Information shared during consultations, emails, or calls

  • Participation in promotions, loyalty, or referral programs

3. How We Use Your Information

We use the information we collect to:

  • Prepare and file tax returns accurately and securely

  • Provide tax planning, business consulting, and financial education services

  • Communicate with you about your account, filings, and appointments

  • Send updates, reminders, or promotional offers (with your consent)

  • Improve website functionality, performance, and customer experience

  • Comply with legal and regulatory obligations (IRS, state agencies, etc.

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4. How We Share Your Information

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

  • Service Providers: Trusted third-party partners (e.g., tax software providers, payment processors, cloud storage providers) who assist in operating our business.

  • Legal Requirements: When required by law, regulation, subpoena, or government request.

  • Business Transfers: In the event of a merger, acquisition, or restructuring, your information may be transferred as part of that process.

All partners are required to maintain confidentiality and use your data only for authorized purposes.

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5. Data Security

We implement strong administrative, physical, and technical safeguards to protect your information, including:

  • Encrypted data transmission (SSL/TLS)

  • Secure document storage and file transfers

  • Password-protected systems

  • Limited employee access to sensitive data

  • Routine security monitoring and updates

However, no online system can guarantee 100% security. We encourage you to protect your passwords and contact us immediately if you suspect unauthorized access.

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6. Data Retention

We retain personal and tax-related information for as long as necessary to:

  • Fulfill the purposes outlined in this policy

  • Comply with legal, IRS, and recordkeeping requirements

  • Resolve disputes or enforce agreements

After retention periods expire, your data is securely deleted or destroyed.

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7. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access, update, or correct your personal information

  • Request deletion of your data (where legally permitted)

  • Withdraw consent for marketing communications

  • Ask questions about how your information is used

To exercise your rights, please contact us at the email below.

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8. Cookies and Tracking Technologies

Our website may use cookies, pixels, or analytics tools to:

  • Improve user experience

  • Track website performance and usage patterns

  • Remember your preferences

You can adjust your browser settings to refuse cookies, though some features may not function properly.

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9. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of third-party sites. Please review their privacy policies before providing personal information.

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10. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. The updated policy will be posted on our website with a revised effective date.

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11. Contact Us

If you have any questions, concerns, or requests about this Privacy Policy, please contact us at:

Robinson Tax Service
📍 130 Desoto Ave Clarksdale, MS
📧 robinsontaxservicesllc@gmail.com
📞 (662)313-6104
 

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