Privacy Policy. CLAN Tax LLC.

Introduction

Welcome to CLAN Tax LLC! This Privacy Policy governs the collection, use, and protection of personal information when you use our tax preparation services, website, and related applications (collectively referred to as “Services”).
By using our Services, you agree to the terms of this Privacy Policy.

Information we collect

We may collect the following types of personal information from you

Identity Information

Name, date of birth, Social Security Number (SSN), Taxpayer Identification Number (TIN), and other identification details necessary for tax preparation.
-Contact Information:
Email address, phone number, and mailing address.
-Financial Information: Income, expenses, deductions, and other financial data required for tax preparation.
-Residency and Citizenship Information: Details regarding your residency status and citizenship for tax compliance purposes.
-Device and Usage Information: IP address, browser type, operating system, and other technical information when you interact with our Services.
-Payment Information: Credit card, bank account, and other payment details if you choose to use our payment services.

Use of Information

We use the collected information for the following purposes:
-To provide tax preparation and related services to you. These services may be conducted by credentialed tax professionals, including Enrolled Agents, Attorneys, and Certified Public Accountants (CPAs). These professionals may be located in the US or any other country to meet your specific tax needs.
-To comply with legal obligations, including tax laws and regulations.
-To communicate with you regarding our Services, updates, and promotional offers.
-To improve and enhance our Services, including troubleshooting and data analysis.
-To prevent fraud, protect against potential misuse of our Services, and enforce our legal rights.

Sharing of Information

We may share your personal information with the following parties:
-Credentialed Tax Professionals: In order to provide you with comprehensive tax preparation services, your information may be shared with our team of credentialed tax professionals, including Enrolled Agents, Attorneys, and Certified Public Accountants (CPAs). These professionals may be located in the US or any other country, depending on your tax requirements.
-Third-Party Service Providers: We may engage trusted third-party service providers to assist us in providing our Services, such as tax software providers, IT support, and payment processors.
-Government and Regulatory Authorities: We may disclose information to comply with legal requirements and respond to lawful requests from government authorities.
-Business Transfers: In the event of a merger, acquisition, or sale of all or part of our business, your information may be transferred as part of the transaction.

International Data Transfers

As our Services are offered by credentialed tax professionals who may be located in the US or any other country, while always within our platforms, your personal information will be transferred to and processed in the country of residence of the credentialed tax professionals working remotely with you. By using our Services, you consent to such transfers.

Your Rights

-Access and Correction: You have the right to access and correct inaccuracies in your personal information.
-Withdraw Consent: You may withdraw your consent for the processing of your personal information at any time.
-Data Portability: You have the right to request a copy of your data in a machine-readable format.
-Data Deletion: You may request the deletion of your personal information, subject to legal retention requirements.

Security

We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction.

Cookies and Similar Technologies

We may use cookies and similar technologies to enhance your experience on our website. You can manage your cookie preferences through your browser settings.

Changes to this Privacy Policy

We reserve the right to update this Privacy Policy from time to time. Any changes will be posted on our website, and the date of the latest revision will be indicated at the top of the page. It is your responsibility to review this Privacy Policy periodically for any changes. Your continued use of our Services after any modifications to this Privacy Policy will constitute your acknowledgment of the modifications and your consent to abide and be bound by the updated Privacy Policy.

Governing Law and Jurisdiction

This Privacy Policy and your use of our Services are governed by and construed in accordance with the laws of the State of New Mexico, United States of America, without regard to its conflict of law principles. Any legal action or proceeding arising out of or related to this Privacy Policy or your use of our Services will be brought exclusively in the state or federal courts located in the State of New Mexico, United States of America, and you consent to the personal jurisdiction of such courts.

Last Updated: 04/22/2024