Privacy Policy
Your New Tax Guy is committed to protecting your personal and financial information. This policy explains how we safeguard your data through strict confidentiality standards and the use of industry-leading encrypted tools, ensuring your peace of mind while we handle your taxes.
Information We Collect
We collect information necessary to provide tax preparation and IRS representation services. This includes personal identifiers (name, address, Social Security numbers), financial records, income statements, and any supporting documentation required for filing.
How We Use Your Information
Your information is used solely for the purpose of preparing your tax returns, providing strategic tax planning, and representing you before the IRS. We use your contact information to provide updates on your filings and respond to your inquiries.
Sharing & Disclosure
We do not sell, rent, or trade your personal information. Disclosure to third parties only occurs with your explicit consent (e.g., to a mortgage lender) or when required by law to comply with IRS regulations or legal processes.
Data Security & Encryption
We implement rigorous security measures, including advanced encryption for digital files and secure storage for physical documents. Our systems are regularly updated to protect against unauthorized access, alteration, or destruction of your data.
Client Portals & File Sharing
To ensure maximum security, we require all sensitive document exchanges to occur through our password-protected secure client portal. Please avoid sending sensitive financial data via unencrypted email.
Data Retention
We retain your records for as long as necessary to provide services and comply with professional standards and IRS record-keeping requirements, typically for a period of seven years.
Your Rights & Choices
You have the right to review the personal information we hold about you and request corrections. You may also request a copy of your tax records at any time during our retention period.
Contact Information
If you have any questions regarding this Privacy Policy or our data handling practices, please contact Steve Sapper directly through our secure channels or via the contact forms provided on this site.