Effective Date: January 1, 2025

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At F & L Tax Service, protecting your privacy and safeguarding your personal and financial information is our top priority. This Privacy Policy outlines how we collect, use, and protect your information while providing tax preparation and related services. By engaging with our services, you agree to the terms of this policy.

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1. Information We Collect

We collect the following types of information to provide accurate and efficient tax services:

• Personal Information: Name, address, Social Security numbers, and other identifying details.

• Financial Information: Income, expenses, bank account details, investment records, and tax documents (e.g., W-2s, 1099s, 1098s).

• Business Information (if applicable): Profit and loss statements, balance sheets, payroll records, and related financial details.

• Digital Data: IP addresses, device information, and usage details from our website or client portal.

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2. How We Use Your Information

Your information is used exclusively to:

• Prepare and file accurate tax returns.

• Provide tax planning and consulting services.

• Communicate with you about your tax matters.

• Comply with legal and regulatory requirements.

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We do not sell or share your information for marketing purposes without your explicit consent.

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3. Information Sharing and Disclosure

We share your information only as necessary to provide our services or comply with the law:

• Internal Access: Authorized employees who need access to your information to perform their job duties.

• Third-Party Service Providers: E-filing software, payment processors, or other vendors under strict confidentiality agreements.

• Government Agencies: IRS, state tax authorities, or other regulatory bodies as required by law.

We will not share your information with any other parties unless you provide explicit written consent.

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4. Data Retention

• We retain copies of your tax returns and supporting documents for 3  years to comply with federal and state regulations.

• After this period, all records will be securely destroyed unless otherwise required by law.

• We recommend that you retain a copy of your tax returns and related records for your own use.

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5. Security Measures

We are committed to protecting your personal and financial information through the following measures:

• Physical Security: Secure, access-controlled facilities for storing physical records.

• Digital Security:

  • Encrypted transmission of data via secure client portals.

  • Regular system updates, firewalls, and anti-virus software to prevent unauthorized access.

• Employee Training: Staff are trained on confidentiality and secure handling of sensitive information.

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6. Your Rights

As our client, you have the right to:

• Access Your Information: Request a copy of your personal or financial data.

• Correct Errors: Notify us of inaccuracies in the information you’ve provided.

• Opt Out of Communications: Decline non-essential communications such as newsletters.

To exercise these rights, please contact us at privacy@fandlcpa.com

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7. Compliance with Legal Requirements

We comply with all applicable laws and regulations, including:

• The Gramm-Leach-Bliley Act (GLBA), requiring safeguards for client data.

• IRS Publication 4557 guidelines for protecting taxpayer information.

Your information will only be disclosed to third parties as required by law or with your consent.

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8. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Clients will be notified of any significant updates through email or website announcements. The latest version will always be available on our website.

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9. Contact Us

If you have questions or concerns about this Privacy Policy or our handling of your information, please contact us:

Mail: F & L Tax Service
         PO BOX 87

         Glenwood, AR 71943
Phone: 1-855-203-0173
Email: privacy@fandlcpa.com