Privacy Policy

1. Information We Collect

• Personal Details: Name, email, phone, address, date of birth, and other identifiers you provide.
• Financial & Tax Data: Tax documents, investment statements, and financial records necessary for preparation and consulting.
• Technical Data: Device information, browser type, IP address, and site analytics.
• Communications: Notes from consultations, emails, and appointment records.

2. How We Use Your Information

• Prepare and file tax returns accurately and efficiently.
• Develop proactive, long-term tax reduction strategies.
• Communicate with you regarding appointments, deliverables, and updates.
• Maintain compliance with IRS and state regulations.
• Improve client experience and enhance service quality.

3. Protection of Tax Information

All tax return information is handled in accordance with IRS regulations, including 26 U.S.C. §7216. We will not use or disclose your tax information for any purpose other than preparing or assisting in your tax filings without your explicit written consent.

4. Data Security

We implement physical, electronic, and administrative safeguards to secure your information. However, no online transmission is completely secure. You assume responsibility for safeguarding your login credentials or transmitted information.

5. Data Sharing

• We do not sell, rent, or trade your information.
• We may share limited information with authorized vendors (e.g., software providers, e-signature platforms) under confidentiality agreements.
• We may disclose information when required by law or regulation.

6. Data Retention

We retain client information as long as necessary to comply with tax laws, maintain records, and meet professional obligations. You may request deletion of non-required data by contacting us.

7. Your Rights

• Request access to your personal information.
• Request correction of inaccurate or outdated data.
• Withdraw consent for marketing communications at any time.

8. Cookies

We use cookies and analytics tools to improve user experience. You can disable cookies through your browser, but some features may not function properly.

9. Policy Updates

We may revise this Privacy Policy periodically. The latest version will always appear on this page with an updated effective date.

10. Contact Us

Stratus Tax
1502 W Broadway Suite 301
Madison, WI 53713
https://stratustax.com
(608) 850-3400
[email protected]