Privacy Policy

Information We Collect

To prepare your tax return, we collect Identity Data including your name, date of birth, SSN/ITIN, address, phone, and email. We also collect Financial Data such as W-2s, 1099s, K-1s, bank info, income and expense records, and prior returns. Payment Data including card or PayPal details is collected to process fees — we do not store full card numbers. We also collect Website Data including information you submit via contact and intake forms, as well as your IP address for security purposes.

How We Use Your Information

We use your information to prepare, review, and e-file your federal and state tax returns, and to communicate with you about your return, documents, payments, or appointments. We also use it to comply with IRS and state record-keeping and due diligence rules, and to send service updates or tax reminders only if you opt in. We do not sell, rent, or share your personal information for marketing purposes.

Data Protection

We follow IRS Publication 4557 safeguards to protect your information. This includes encrypted storage and password-protected devices, secure portals for file transfer — please do not email SSNs or tax documents. We limit employee access on a need-to-know basis and shred all paper documents after the required retention period.

Information Sharing

We only disclose your data when e-filing to the IRS and state tax agencies, when you give written consent, when required by law, subpoena, or court order, or when using trusted vendors such as tax software, PayPal, or cloud storage providers under confidentiality agreements.

Data Retention

IRS rules require us to keep copies of returns and supporting documents for at least 3 years. You may request copies of your documents at any time during this retention period.

Your Choices

You can request to review, correct, or receive a copy of your data at any time by emailing us at info@brocktontaxsolutions.com. We will respond to all requests promptly.

Questions about this policy? Contact us at
📧 info@brocktontaxsolutions.com  ·  📞 (978) 238-9285