Spotlight Tax Solutions Privacy Policy

Effective Date: July 17, 2024

At Spotlight Tax Solutions, we are committed to protecting the privacy and confidentiality of our clients' personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in accordance with applicable laws and professional standards.

Information We Collect:

We may collect the following types of personal information from you:

• Contact Information: Name, address, email address, phone number.

• Financial Information: Social Security number, bank account information, income and expense details, tax-related documents.

• Other Information: Any other information you provide to us in connection with our services.

How We Use Your Information:

We use your information to:

• Provide Tax Services: Prepare and file tax returns, provide tax planning and consulting, represent you before tax authorities.

• Communicate with You: Respond to inquiries, provide updates on your case, send invoices and other communications related to our services.

• Improve Our Services: Analyze and improve our services, conduct internal research, and train our staff.

• Comply with Legal Obligations: Comply with applicable laws, regulations, and professional standards.

Information Sharing:

We may share your information with:

• Tax Authorities: The IRS, state tax agencies, or other relevant authorities as required by law.

• Third-Party Service Providers: Companies we engage to help us provide our services, such as data processors or cloud storage providers.

• Other Professionals: Attorneys, financial advisors, or other professionals working on your case with your consent.

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

Information Security:

We implement reasonable security measures to protect your information from unauthorized access, use, or disclosure. These measures may include physical, administrative, and technical safeguards.

Your Rights:

You have the right to access, review, and correct your personal information. You may also request that we delete your information, subject to legal and professional obligations.

Changes to this Policy:

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website or through other communication channels.

Contact Us:

If you have any questions or concerns about our Privacy Policy or how we handle your information, please contact us at:

Spotlight Tax Solutions 303-718-0438. grobbins@spotlighttaxsolutions.com

By using our services, you consent to the collection and use of your information as described in this Privacy Policy.