Decisive Tax Services Privacy Policy

Effective Date: 10/31/2024    Last Updated: 5/1/2025

Decisive Tax Services ('we,' 'our,' 'us') is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your information when you engage us for tax preparation, tax advisory and planning, bookkeeping, payroll, or related services.

1. Information We Collect

- Personal Identification Information - Name, address, phone number, email address, Social Security number, and other identifiers.
- Financial Information - Bank account details, investment records, payroll data, credit card information, income and expense records, and tax-related documents.
- Business Information - Business name, EIN, ownership details, payroll records, bookkeeping data, 1099 contractor information, and entity formation documents.
- Government Forms and Filings - Tax returns, IRS correspondence, state agency documents, and other official filings.
- Technology-Related Data - If applicable, login credentials for software such as QuickBooks, Xero, Gusto, or other platforms necessary to deliver services.

2. How We Use Your Information

We use your information only to:
- Prepare and file your tax returns
- Provide tax advisory and planning
- Perform bookkeeping and payroll services
- Issue and file required 1099 forms
- Respond to regulatory or legal inquiries
- Maintain required business and accounting records

We do not sell, rent, or share your personal information with third parties for marketing purposes.

3. Information Sharing and Disclosure

We may disclose your information only in the following circumstances:
- With Your Consent - When you explicitly authorize us to share information with third parties (e.g., your attorney, lender, or financial advisor).
- Service Providers - To trusted vendors and software providers (e.g., Gusto, QuickBooks, Xero) who assist in delivering our services, bound by confidentiality agreements.
- Legal Requirements - When required by law, subpoena, court order, or regulatory authority.
- Business Transactions - In the event of a merger, sale, or transfer of our firm, provided that confidentiality protections remain in place.

4. Data Security

We take reasonable administrative, technical, and physical safeguards to protect your information, including:
- Encrypted file storage and transmissions
- Password-protected access to software platforms
- Restricted internal access based on role
- Secure document disposal procedures

5. Data Retention

We retain client records for the period required by law (generally seven years) or as otherwise agreed in writing. After this period, records may be securely destroyed.

6. Your Rights

You have the right to:
- Request a copy of the information we maintain about you
- Request corrections to your personal information
- Withdraw consent for certain types of data sharing (unless required by law)
- Request deletion of your data, subject to legal and contractual requirements

7. Changes to This Policy

We may update this Privacy Policy from time to time. Any material changes will be communicated to you in writing or via our website.

8. Contact Information