Tax-Care Professional Services Inc. (“Tax-Care,” “we,” “us,” or “our”) respects your privacy and is committed to protecting personal, financial, and tax-related information entrusted to us.
This Privacy Policy explains how we collect, use, protect, and disclose information when you visit wetaxcare.com, communicate with us, or use our tax, accounting, payroll, bookkeeping, ITIN, Certified Acceptance Agent, and related services.
Information We Collect
Depending on the services you request, we may collect information including:
Personal Information
- Name
- Address
- Telephone number
- Email address
- Date of birth
- Identification information
- Social Security Number (SSN)
- Individual Taxpayer Identification Number (ITIN)
- Immigration-related identification information when necessary for an applicable service
- W-2 forms
- 1099 forms
- Tax returns
- Income information
- Bank and financial information
- Investment information
- Business financial information
- Expense and deduction information
- Property and real-estate information
- Retirement information
- Other information necessary to prepare or process tax returns
- Business name
- EIN
- Business address
- Ownership information
- Payroll information
- Sales-tax information
- Accounting and bookkeeping records
Tax and Financial Information
Business Information
Website Information
When you use our website, we may collect information such as IP address, browser type, device information, pages visited, approximate location information, and website usage information through cookies or similar technologies.
How We Collect Information
We may collect information directly from you when you:
- Contact us by telephone, email, or online form
- Request a consultation
- Upload documents
- Complete a client questionnaire
- Become a client
- Submit tax or financial documents
- Make a payment
- Communicate with us regarding your account or services
We may also receive information from government agencies, financial institutions, employers, authorized representatives, or other sources when permitted by law and necessary to provide requested services.
How We Use Your Information
We may use information to:
- Prepare and file tax returns
- Provide tax planning and consulting
- Process ITIN applications
- Provide Certified Acceptance Agent services, where applicable
- Provide bookkeeping services
- Process payroll
- Provide sales-tax services
- Provide accounting services
- Respond to questions and requests
- Communicate with clients
- Process payments
- Maintain accounting and business records
- Comply with federal, state, and local laws
- Respond to lawful government requests
- Detect and prevent fraud or unauthorized activity
- Protect our systems and clients
- Improve our website and services
Tax Return Information
Tax-return information is subject to special federal privacy and confidentiality requirements.
We will use and disclose tax-return information only as permitted or required by applicable law.
Where federal law requires taxpayer consent for a particular use or disclosure, we will obtain the appropriate consent before making that use or disclosure.
Tax-return information will not be sold for marketing purposes.
Disclosure of Information
We may disclose information when reasonably necessary to provide services or when permitted or required by law.
Depending on the service, information may be shared with:
- The Internal Revenue Service (IRS)
- State and local tax authorities
- Social Security Administration, where applicable
- Government agencies
- Authorized tax filing and electronic-filing providers
- Payroll processors
- Accounting and tax software providers
- Secure document-management providers
- Payment processors
- Professional service providers
- Attorneys, accountants, or other professionals when authorized or necessary
- Government authorities when legally required
We will not disclose your information to unrelated third parties for their independent marketing purposes without appropriate authorization where required by law.
Taxpayer Consent
Certain uses or disclosures of tax-return information may require specific taxpayer consent under federal law.
When required, consent will be obtained in the manner and form required by applicable law.
Providing consent is not intended to authorize any use or disclosure beyond the specific purpose described in the applicable consent.
Protection of Social Security Numbers and Tax Information
We recognize that SSNs, ITINs, tax returns, financial records, and identification documents are highly sensitive.
We maintain reasonable administrative, technical, and physical safeguards designed to protect such information against unauthorized access, use, alteration, disclosure, or destruction.
We limit access to sensitive information to personnel and service providers who need the information to perform authorized functions.
Electronic Document Transmission
Clients may provide documents through email, online forms, secure portals, electronic upload systems, or other approved methods.
Whenever available, we encourage clients to use secure document-transfer systems rather than ordinary unsecured email for highly sensitive documents.
Although we use reasonable safeguards, no internet transmission or electronic storage system can be guaranteed to be completely secure.
Cookies and Website Technologies
Our website may use cookies, analytics tools, or similar technologies to:
- Operate the website
- Remember preferences
- Understand website traffic
- Improve website functionality
- Detect security issues
- Analyze website performance
You may be able to control cookies through your browser settings.
Third-Party Websites and Services
Our website may contain links to government agencies, financial institutions, professional organizations, or other third-party websites.
Those websites operate independently and may have their own privacy policies.
We are not responsible for the privacy, security, content, or practices of third-party websites.
Payment Information
If you make a payment through a third-party payment processor, your payment information may be processed directly by that provider.
We may receive transaction-related information necessary to confirm and record the payment.
We do not intend to store complete payment-card information on our own systems unless specifically required and appropriately protected.
Children's Privacy
Our website is not intended to knowingly collect personal information directly from children without appropriate authorization.
If information concerning a minor is necessary to provide tax, accounting, or related services, it may be collected from the parent, guardian, or other authorized person.
Data Retention
We retain information for as long as reasonably necessary to provide services, comply with applicable legal and professional recordkeeping requirements, resolve disputes, maintain business records, and protect our legal rights.
Retention periods may vary depending on the type of information and the service provided.
Data Security
We maintain reasonable safeguards appropriate to the nature of the information we handle.
These safeguards may include:
- Access controls
- Password protections
- Secure document systems
- Employee confidentiality requirements
- Security monitoring
- Data backup procedures
- Secure disposal procedures
- Appropriate vendor controls
However, no security system can guarantee absolute protection against every possible security incident.
Security Incidents
If we determine that a security incident involving personal information requires notification under applicable federal or state law, we will provide notifications as required by law.
Your Privacy Rights
Depending on applicable law, you may have rights concerning your personal information, including the ability to request information regarding how your information is collected or used and, where legally applicable, request correction or other action concerning certain information.
Tax records and information subject to federal tax laws may be subject to specific legal requirements and limitations.
To submit a privacy-related request, contact us using the information below.
Accuracy of Information
You are responsible for providing accurate and current information.
Please notify us promptly if your personal, contact, financial, or tax information changes or if you discover an error in information you have provided.
Marketing Communications
We may occasionally contact clients or prospective clients regarding our services, educational information, announcements, or other business communications.
You may request to stop receiving non-essential marketing communications.
Requests to stop marketing communications will not necessarily stop legally required, transactional, tax-related, or service-related communications.
Confidentiality of Client Information
We treat client information as confidential and take reasonable steps to prevent unauthorized access or disclosure.
Our obligations concerning tax-return information may be subject to additional federal requirements applicable to tax professionals.
Professional Service Providers
We may use carefully selected technology providers, software companies, payroll providers, document-management companies, electronic filing systems, payment processors, and other service providers to operate our business.
Where appropriate, contractual or other safeguards may be used to require service providers to protect information entrusted to them.
International or Cross-Border Services
Some services may involve individuals or businesses located outside the United States.
Where information is transferred across jurisdictions, we will handle it in accordance with applicable legal requirements and the purpose for which it was collected.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
When changes are made, the updated version will be posted on this website with a revised effective date.
Your continued use of our website after an updated Privacy Policy is posted constitutes acceptance of the updated policy to the extent permitted by law.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact:
Tax-Care Professional Services Inc.
96 S Coleman Rd
Centereach, NY 11720
Phone: 631-398-0848
Email: nasir@wetaxcare.com
Website: wetaxcare.com
Important Notice
This Privacy Policy describes our general privacy practices and is not intended to replace any specific client engagement agreement, taxpayer consent, disclosure authorization, federal or state privacy requirement, or other legally required notice.
Where a specific law or regulation imposes a more restrictive requirement, we will follow the applicable legal requirement.