Privacy Policy

Effective Date: [Month Day, Year]

Last Updated: [Month Day, Year]

This Privacy Policy describes how SG Tax Pros (“we,” “us,” “our”) collects, uses, shares, and safeguards personal information. It applies to our website(s), client portals, scheduling, payment pages, SMS/texting, email, and related services (collectively, the “Services”).

Tax Information: We handle taxpayer information in accordance with Internal Revenue Code §7216 and related regulations, as well as the Gramm-Leach-Bliley Act (GLBA) and the FTC Safeguards Rule. Where state privacy laws (e.g., California CCPA/CPRA, Virginia, Colorado, etc.) apply, we extend the rights and disclosures below accordingly.

Information We Collect

Identifiers & Contact Data: name, address, email, phone, date of birth, SSN/ITIN, driver’s license/ID.
Tax & Financial Data: income records, W-2/1099s, K-1s, expense records, bank/loan documents, deductions/credits, prior returns, account transcripts, IRS/state correspondence.
Engagement & Billing: services requested, invoices, payment method details (processed by PCI-compliant processors), refunds/chargebacks.
Communications: emails, SMS, call recordings (where disclosed), portal messages, signatures, and consents (e.g., Form 8879, 2848/8821).
Technical Data: IP address, device/browser type, pages visited, session data, cookies/pixels, analytics (see Cookies & Tracking).
Verification/Compliance Data: KBA checks, identity verification, sanctions/OFAC screens where legally required.

We generally collect data from you, your authorized representatives, prior preparers (with your consent), public sources, and government agencies (e.g., IRS transcripts with proper authorization).

How We Use Information

Provide Services: prepare/file returns; plan, resolve, and represent; manage engagements; maintain records.
Communicate: reminders, document requests, service updates, deadlines, scheduling, billing.
Compliance & Security: meet legal/regulatory obligations (e.g., §7216), prevent fraud, authenticate/verify identity, maintain logs, implement GLBA Safeguards.
Business Operations: analytics, quality control, training, debugging, improving Services.
Marketing (limited): with consent or where permitted, send updates, tips, and offers; you can opt out anytime.

We do not sell personal information. We do not disclose tax return information without your consent except as permitted by §7216 or law.

Sharing & Disclosures

We may share information with:

Tax Authorities: IRS and state/local agencies to file returns, respond to notices, or represent you (with proper authorization).
Vendors/Processors: secure e-signature, client portal/document management, email/SMS providers, identity verification, accountants/CPAs/attorneys we contract (as needed), payment processors (PCI).
Affiliates/Referral Partners: only with your consent or as permitted by law (e.g., if you ask us to coordinate with your bookkeeper/attorney/financial advisor).
Legal & Safety: to comply with law, court order, subpoena, audits; to protect rights, privacy, safety, or property of you, us, or others; to detect/prevent fraud.
Business Transfers: in a merger, acquisition, financing, or sale of assets, subject to confidentiality.

Vendors and contractors are bound by confidentiality and/or data-processing obligations consistent with §7216/GLBA where applicable.

Cookies & Tracking

We use cookies, pixels, and similar technologies for essential functions (security, session management), analytics, and (if enabled) marketing. You can adjust browser settings or use our cookie banner controls where available. Disabling cookies may limit features.

Data Security

We maintain administrative, technical, and physical safeguards reasonably designed to protect personal information, including access controls, encryption in transit (TLS), employee training, and vendor oversight consistent with FTC Safeguards. No system is 100% secure.

Data Retention & Destruction

We retain records as required by law, professional standards, and our business needs—commonly at least seven (7) years for tax records—after which we securely destroy or anonymize them unless retention is required for legal claims, audits, or investigations.

Your Choices & Rights

Access/Correction/Deletion: request access, corrections, or deletion where legally permissible (subject to recordkeeping and legal obligations).
Marketing Opt-Out: unsubscribe links in emails; reply STOP to SMS.
Authorized Agents (CA/other states): we will verify identity and authority consistent with applicable law.
Non-Discrimination: we will not discriminate against you for exercising privacy rights allowed by law.

Children’s Privacy

The Services are not directed to children under 13, and we do not knowingly collect their personal information online.

Cross-Border Transfers

We may process/store information in the United States and other locations. By using the Services, you consent to processing in the U.S., which may have different data-protection laws than your jurisdiction.

Offshore Processing Disclosure

Use of Offshore Contractors: From time to time, SG Tax Pros may utilize professional staff, contractors, or service providers located outside of the United States to assist in providing tax preparation, resolution, or administrative services. Where applicable, your information may be accessed or processed by these offshore resources strictly for the limited purpose of fulfilling our engagement with you. All such personnel are contractually bound to maintain confidentiality and safeguard your information consistent with Internal Revenue Code §7216, the Gramm-Leach-Bliley Act, and other applicable laws.

Client Consent Required: In compliance with IRS regulations, we will obtain your express written consent before disclosing tax return information to offshore personnel. Without such consent, your information will not be disclosed outside the United States.

Third-Party Links & Services

We are not responsible for third-party privacy practices. Review their policies before providing information.

Changes to this Policy

We may update this Policy. The “Last Updated” date reflects the latest changes. Material changes will be posted on the Site and, where required, we will notify you.

Contact (Privacy Requests):

Email: [email protected] (or [email protected])
Phone: 1-844-585-1040
Mailing Address: [Your Mailing Address]