Your Privacy Matters to Us
At PCM Tax, LLC, your privacy and the protection of your personal information is a top priority. As a trusted provider of tax preparation and filing services, we are committed to safeguarding the sensitive financial and personal information you share with us and ensuring transparency about how it is used.
This Privacy Policy applies to all PCM Tax, LLC websites, mobile applications, client portals, and any other digital platforms (collectively referred to as "digital properties") operated by or on behalf of PCM Tax, LLC.
The terms "PCM Tax, LLC," "we," "our," or "us" refer to PCM Tax, LLC and any subsidiaries or affiliates operating within the United States.
Additionally, information collected during your engagement with us for tax preparation services is governed by strict federal confidentiality rules, including Internal Revenue Code Section 7216, as well as the Gramm-Leach-Bliley Act (GLBA). This Privacy Policy outlines our practices specifically in the context of online data collection and our general handling of client data.
Our Online Privacy Practices
At PCM Tax, LLC, we are committed to transparency and protecting your privacy. By using our digital properties, you consent to the collection, use, and sharing of your personal information as described in this Privacy Policy and in accordance with applicable laws and regulations.
Links to Third-Party Sites
Our websites may contain links to third-party websites (such as the IRS, state revenue departments, or payment processors) that are not affiliated with PCM Tax, LLC. These links are provided for your convenience, and you should review the privacy policies of those websites independently. PCM Tax, LLC is not responsible for the privacy practices or content of third-party sites.
Protecting Your Personal Information
We employ a variety of security measures to protect your personal information from unauthorized access, use, or disclosure. These measures comply with applicable federal and state regulations regarding tax return information, including encryption technologies, secure servers, and restricted access to sensitive information.
In the event of a data breach, PCM Tax, LLC will promptly notify affected parties in accordance with applicable state and federal notification laws.
Our services are not intended for individuals under the age of 13, and we do not knowingly collect personal information from children. Please notify us immediately if you believe we have inadvertently collected such information.
Information We Collect
We collect information to accurately prepare your tax returns, provide advice, and meet regulatory requirements. The information we collect generally falls into three categories:
1. Personal Information This includes details that personally identify you, such as your name, email address, phone number, Social Security number (SSN), date of birth, and other similar details for you and your dependents. Personal information is collected when you engage our services, upload documents to our portal, or communicate with us directly.
2. Non-Public Financial & Tax Information In addition to personal identity information, we collect non-public data necessary to prepare your taxes. This includes, but is not limited to:
- Income statements (Forms W-2, 1099).
- Investment and bank account information.
- Expense records and deduction documentation.
- Prior years' tax returns.
- Tax identification numbers.
3. Online Behavior We may collect data regarding your usage of our website and digital properties, including IP address, browser type, device type, and geolocation data. We use cookies and similar technologies to track user behavior on our sites to improve our service delivery.
How We Collect Information
- When you engage us for tax preparation or consulting services.
- Through secure client portals, intake forms, or interactions you have with our tax professionals.
- When you visit or interact with our digital platforms.
- From third-party sources, such as financial institutions (where you have authorized data imports) or prior tax preparers.
How We Use the Information We Collect
- Prepare and file your federal, state, and local tax returns.
- Provide tax planning, bookkeeping, and consulting services you have requested.
- Verify your identity and protect your accounts from fraud or unauthorized access.
- Comply with legal and regulatory requirements, including IRS record-keeping mandates.
- Improve the functionality and performance of our digital properties through analytics.
- Send service-related communications, including filing status updates, tax deadline reminders, and legal notices.
Information Disclosure
We do not sell your personal information.
- With trusted service providers who assist us in our business operations (e.g., tax preparation software providers, secure document storage, or IT support), provided they agree to maintain confidentiality.
- With government agencies (such as the IRS or State Departments of Revenue) for the specific purpose of filing your returns.
- If required by law, regulation, court order, or legal process.
- To protect the rights, safety, or property of PCM Tax, LLC, our clients, or the public.
Note: Any disclosure of your tax return information to third parties for purposes other than tax preparation (such as to a mortgage broker or banker) requires your specific, written consent.
Information Security
We limit access to your non-public personal and tax information to those employees, contractors, or service providers who need it to perform their responsibilities. They are required to maintain confidentiality and comply with industry-standard safeguards to protect your data.
We use a combination of physical, electronic, and procedural controls to ensure the security of the information we collect. However, no system can be guaranteed to be 100% secure, and you should take appropriate measures to protect your accounts and devices.
Maintaining Accurate Information
If you believe your personal information is inaccurate, incomplete, or out of date, please contact us to make any necessary updates. You may update your information by contacting our team or logging into your secure client portal.
Your Choices
- Opt-Out of Marketing: You may opt-out of receiving non-service-related promotional messages by following the unsubscribe instructions in our communications.
- Request Access to Information: You may request copies of your tax returns and the personal information we hold about you.
- Cookies and Tracking Technologies: You can manage your cookie preferences through your browser settings.
Changes to this Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements (such as changes to IRS Section 7216). Any updates will be posted on our website with an updated effective date. We encourage you to review this policy regularly.
Contact Information
If you have questions about this Privacy Policy or how we handle your tax data, please contact us at:
- Email: support@pcm-tax.com
CONTACT US
The information on this website is provided for general educational purposes only and should not be considered tax, legal, accounting, or investment advice. Nothing on this site constitutes an offer to provide services, nor does it imply endorsement of any third-party providers or viewpoints. Any examples are illustrative and hypothetical; your circumstances may differ. For guidance specific to your situation, please consult a qualified professional.
PCM Tax, LLC provides tax preparation and tax-planning services only and does not provide investment or legal advice. Any referenced videos or materials are strictly educational in nature. This website may include forward-looking statements, and actual results may vary due to various risks and uncertainties.
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