Effective Date: July 7, 2026

Privacy Policy for Elevate Tax Solutions

At Elevate Tax Solutions, your privacy is extremely important to us. We are committed to protecting your personal and financial information while providing secure, professional tax preparation and financial services.

Information We Collect

We may collect the following information:

• Full name

• Address

• Phone number

• Email address

• Date of birth

• Social Security Number (when required)

• Driver’s license or government-issued ID

• Tax documents (W-2s, 1099s, K-1s, etc.)

• Banking information for direct deposit

• Business information

• Payment information

• Website usage information through cookies and analytics

How We Use Your Information

Your information is used to:

• Prepare and file federal and state tax returns

• Verify your identity

• Communicate regarding your tax return or services

• Process payments

• Maintain IRS compliance

• Improve our website and services

• Provide year-round tax planning and support

• Send important updates, reminders, and educational content (with your consent)

Information Sharing

We do not sell, rent, or trade your personal information.

Your information may only be shared with:

• The Internal Revenue Service (IRS)

• State tax agencies

• Authorized banking partners for direct deposit

• Secure software providers used to process your tax return

• Government agencies when legally required

Data Security

We use industry-standard security measures to protect your information, including:

• Secure encrypted client portals

• SSL website encryption

• Password-protected systems

• Multi-factor authentication where available

• Secure document storage

• Limited employee access to confidential information

Document Retention

Tax records are securely maintained in accordance with IRS record retention requirements. Documents are retained only as long as required by law or necessary to provide our services.

Cookies

Our website may use cookies and analytics technologies to:

• Improve website performance

• Remember user preferences

• Monitor website traffic

• Enhance user experience

You may disable cookies through your browser settings.

Third-Party Services

Our website may use trusted third-party providers, including:

• Payment processors

• Tax software providers

• Secure client portals

• Email and SMS communication platforms

• Appointment scheduling software

These providers maintain their own privacy and security practices.

Your Rights

You have the right to:

• Request access to your personal information

• Request corrections to inaccurate information

• Request deletion of information where permitted by law

• Withdraw consent for marketing communications

• Request copies of documents you have provided

Certain information must be retained to comply with federal and state tax laws.

Children’s Privacy

Our services are not directed toward children under the age of 13. We do not knowingly collect information from children without parental or legal guardian consent.

Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with the updated effective date.

Contact Us

Elevate Tax Solutions

📧 [email protected]

📞 (817) 381-7220

🌐 www.elevatetaxsolutions.co

Your privacy matters. We are committed to protecting your information with professionalism, integrity, and the highest standards of confidentiality.