Updated Date: December 9, 2024

At excellencetaxservices.com, we are committed to respecting and protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard the personal and financial information of our users, including those seeking tax preparation services, advice, and other related resources.

By accessing and using excellencetaxservices.com, you agree to the collection and use of information in accordance with this policy. If you do not agree with the practices outlined in this Privacy Policy, please refrain from using our services.

1. Information We Collect

To provide you with tax preparation services, we may collect the following types of information:

• Personal Information: This may include details such as your name, email address, phone number, and mailing address that you provide when creating an account, making inquiries, or using our services.
• Tax-Related Information: This includes the documents and data you share with us, such as W-2s, 1099s, tax returns, income details, and other personal tax information necessary for preparing your taxes.
• Payment Information: If you make payments for our services, we may collect credit card details, billing addresses, or other payment-related information, which is processed securely by third-party payment processors.
• Usage Information: This includes technical data automatically collected when you use our website, such as your IP address, browser type, device information, pages visited, and interactions on the site.
• Cookies and Tracking Technologies: We may use cookies, web beacons, and other technologies to enhance your experience, analyze website traffic, and track usage patterns.

2. How We Use Your Information

We use the information collected to:

• Provide Services: To prepare your taxes accurately, offer personalized tax advice, and answer any questions you may have regarding your tax filings.
• Communication: To send you information related to your tax filings, including updates, reminders, or any information required to complete your taxes.
• Process Payments: To process payments for our tax preparation services and other offerings.
• Customer Support: To provide assistance through our live chat, phone support, or video calls with tax experts, ensuring you receive the necessary help.
• Improve Our Services: To improve our website functionality, update features, and enhance your overall experience.
• Compliance and Legal Obligations: To meet legal obligations, such as filing tax documents, addressing disputes, and complying with government regulations and tax laws.

3. How We Share Your Information

We may share your information with trusted third-party service providers and partners who help us perform essential functions for tax preparation, such as:

• Payment Processors: We use third-party payment processors to securely handle your payment information.
• Tax-related Services Providers: We work with third-party tax preparation platforms or experts who may assist in preparing or reviewing your tax return.
• Legal and Regulatory Compliance: We may disclose your information if required by law, government agencies, or regulatory authorities, or to protect our rights in legal disputes.

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

4. Data Security

We implement strict security measures to protect your personal and financial information. These include encryption protocols, secure storage practices, and regular monitoring of our systems to prevent unauthorized access. However, no online platform can guarantee 100% security, so we recommend that you use caution when sharing personal information online.

5. Cookies and Tracking Technologies

To improve our website’s performance and user experience, we use cookies and other tracking technologies. These allow us to:

• Personalize your experience: Remember your preferences and settings.
• Understand usage patterns: Track how visitors navigate the site and identify areas for improvement.
• Analyze website traffic: Help us understand the number of visitors, which pages are visited, and how long users spend on the site.

You can manage cookie settings through your browser, but disabling cookies may affect your experience on our site.

6. Your Rights and Choices

You have the following rights regarding your information:

• Access and Update: You can access and update your personal and tax-related information through your account at any time.
• Opt-out of Marketing: You can opt-out of receiving marketing communications from us by following the unsubscribe instructions in the email or contacting us directly.
• Request Deletion: You may request that we delete your personal information, subject to legal obligations or requirements.
• Request Restriction: In certain circumstances, you can request the restriction of processing your information.

To exercise any of your rights, please contact us using the contact details provided below.

7. Retention of Information

We retain your personal and financial information only as long as necessary to fulfill the purposes outlined in this policy or as required by law. After the required period, we will securely delete or anonymize your data.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or the content of those websites. We recommend reviewing the privacy policies of any third-party websites you visit through links on our site.

9. Jurisdiction

This Privacy Policy is governed by the laws of the United States. Our services are available to users located across the U.S. and are not limited to any specific jurisdiction. By using our website and services, you consent to the processing of your information in the United States.

10. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal obligations. Any updates will be posted on this page with an updated date. We encourage you to review this policy periodically to stay informed about how we protect your information.

11. Contact Us

We are here to assist you! If you have any questions about this Privacy Policy or wish to exercise any of your rights, feel free to reach out to us. We’re happy to help!

Ways to Get in Touch:

• By Email:
  Send us an email at [email protected] and our team will respond to your inquiry as soon as possible.
• By Mail:
  You can also write to us at our physical address:
  Excellence Tax Services LLC
  3396 Miller St. Ste. 200, Philadelphia, Pennsylvania 19125, US

Your privacy is important to us, and we are committed to assisting you with any questions or concerns you may have regarding our practices.