Privacy Policy
Effective Date: 12/29/2025
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InOfficee Tax Preparation (“InOfficee,” “we,” “our,” or “us”) is committed to protecting the privacy and security of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, and safeguard information obtained through our website and services.
Information We Collect
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We may collect personal and financial information, including but not limited to:
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Name, address, phone number, and email address
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Social Security number and date of birth
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Tax documents such as W-2s, 1099s, and prior-year returns
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Business and income information
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Banking information when provided for direct deposit purposes
This information is collected through our intake forms, secure document uploads, communications, and during tax preparation services.
How We Use Your Information
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Your information is used solely for purposes related to tax preparation and related services, including:
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Preparing and filing federal and state tax returns
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Communicating with you regarding your tax filing
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Providing support and responding to questions
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Complying with legal and regulatory requirements
We do not sell, rent, or share your personal information for marketing purposes.
Information Sharing
Your information may be shared only when necessary to:
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Submit tax returns to the Internal Revenue Service (IRS) and state tax agencies
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Work with authorized tax software providers or secure document platforms
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Comply with legal obligations, court orders, or government requests
All third parties we use are required to maintain confidentiality and data security standards.
Data Security
We take reasonable administrative, technical, and physical measures to protect your information against unauthorized access, loss, or misuse. While no system can be guaranteed to be 100% secure, we work to safeguard all client data in accordance with industry standards.
Client Responsibility
Clients are responsible for providing accurate information and using secure methods when submitting documents. Please do not send sensitive information through unsecured or public channels.
Data Retention
Client records are retained as required by law and for legitimate business purposes, including compliance with tax and recordkeeping regulations.
Your Rights
You may request access to, correction of, or deletion of your personal information where permitted by law. To make a request, please contact us using the information below.
Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.