Privacy Policy
Harmony Tax Consulting (“Harmony Tax Consulting,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and tax information entrusted to us.
This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, submit information through our forms, communicate with us, or use our tax preparation and consulting services.
1. Information We Collect
Depending on the services you request, we may collect the following information:
Contact Information
- Name
- Email address
- Phone number
- Mailing address
Tax and Financial Information
When you engage us for tax preparation, tax planning, or related services, we may collect information necessary to provide those services, including:
- Social Security numbers and taxpayer identification numbers
- Dates of birth
- Filing status
- Income and employment information
- W-2s and 1099s
- Investment and brokerage information
- Mortgage and real estate information
- Business and self-employment information
- Prior-year tax returns
- Information about dependents
- Banking and financial information
- Other information reasonably necessary to provide tax preparation or consulting services
Website Information
When you use our website, certain technical information may be collected automatically, including your IP address, browser type, device information, pages visited, and general information about how you interact with our website.
2. How We Use Your Information
We use the information we collect to:
- Prepare and review tax returns
- Provide tax preparation and consulting services
- Communicate with clients
- Schedule consultations
- Process tax organizers and other forms
- Provide secure document submission and storage
- Respond to questions and requests
- Maintain appropriate business and tax records
- Comply with applicable legal and professional requirements
- Protect our systems and client information
- Detect and respond to unauthorized access, fraud, or security incidents
We use personal and taxpayer information for legitimate business, tax-service, legal, and operational purposes.
3. Taxpayer Information
Taxpayer information is treated as confidential and handled in accordance with applicable requirements governing tax professionals.
We maintain safeguards designed to protect the confidentiality and security of taxpayer information.
4. Secure Document Submission
Harmony Tax Consulting may provide clients with a secure electronic document folder for submitting tax documents.
When a secure document-submission method is provided, clients should use that method rather than sending sensitive tax documents through ordinary email.
Our secure document workflow may use third-party technology providers to collect, process, transmit, store, and manage information as necessary to provide our services.
6. When We May Share Information
We may disclose personal or taxpayer information when reasonably necessary:
- To provide requested tax and consulting services
- To service providers performing services on our behalf
- To comply with applicable law, regulation, legal process, or government request
- To protect the rights, property, safety, or security of Harmony Tax Consulting, our clients, or others
- To detect or prevent fraud, unauthorized activity, or security incidents
- When authorized or directed by the client
We do not sell client tax information.
7. Security of Your Information
We maintain physical, electronic, and procedural safeguards designed to protect your personal and taxpayer information. These safeguards include secure data encryption, restricted access to client files, and regular security monitoring. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8. Data Retention
We retain client information for as long as necessary to provide our services, maintain accurate business records, and comply with professional standards and legal requirements. Generally, we retain tax records for a period consistent with professional guidelines and statutes of limitation.
9. Third-Party Websites
Our website may contain links to third-party websites. Harmony Tax Consulting is not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any website you visit.
10. Children's Privacy
Our services and website are not directed to individuals under the age of 18. We do not knowingly collect personal information from children without parental or legal guardian consent, except as required for tax preparation purposes (e.g., information about dependents).
11. Your Rights and Choices
You may request to review, update, or correct the information we maintain about you. In some cases, you may have the right to request deletion of your information, subject to our professional and legal obligations to maintain records. To exercise these rights, please contact us using the information provided below.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other legal, professional, or regulatory reasons. The 'Effective Date' at the top of this policy indicates when it was last updated. Your continued use of our services after updates signifies your acceptance of the revised policy.
14. Contact Us
If you have any questions about this Privacy Policy or how we handle your information, please contact us at:
Harmony Tax Consulting
Email: support@harmonytaxconsulting.com
Phone: 209-451-1935