December 1st, 2024
At Next Level Financial and Tax Services, LLC, your privacy is of utmost importance. This Privacy Policy outlines how we collect, use, store, and protect your personal information. By using our services, you agree to the terms outlined in this policy.
- Information We Collect
We collect the following types of personal information to provide tax preparation and related financial services:
Personal Identification Information: Name, Social Security Number, date of birth, and contact information.
Financial Information: Tax documents, income details, and relevant financial records.
Other Relevant Information: Any data necessary for completing your tax filing.
- How We Use Your Information
We use the information we collect solely to:
Prepare and file your tax returns.
Comply with legal and regulatory requirements.
Communicate with you regarding your taxes or financial services.
We do not use your information for marketing purposes or share it with third parties unless required by law or with your explicit consent.
- Data Storage and Retention
Your data is stored in the following ways:
Cloud Storage: All electronic files are securely stored on Drake Software’s cloud server. For more details on their data security measures, please refer to Drake Software’s Privacy Policy.
Hard Copies: A physical copy of your tax file is securely stored at our office to comply with IRS regulations.
Temporary Data Retention: Personal data used during tax preparation is periodically erased from our systems after it is no longer needed for compliance or legal purposes.
- Security Measures
We implement industry-standard security measures to protect your personal information, including:
Encrypted storage on Drake Software’s cloud server.
Restricted access to physical files stored in our office.
Regular audits to ensure compliance with security protocols.
- Sharing Your Information
We do not share your personal information with third parties, except in the following circumstances:
With Your Consent: When you authorize us to share specific information.
As Required by Law: When compelled by legal or regulatory authorities.
For documents uploaded or shared via Drake Software’s document portal, their privacy and security measures apply.
- Your Rights
You have the following rights regarding your personal data:
Access and Review: Request a copy of the information we have on file.
Correction: Update any incorrect or outdated information.
Erasure: Request the deletion of your information once it is no longer needed, subject to compliance requirements.
To exercise these rights, contact us at [Insert Contact Information].
Contact Us
For any questions or concerns regarding this Privacy Policy, please contact us at:
Next Level Financial and Tax Services, LLC
Email: [email protected]
Phone: (804) 896 – 5186
Address: 3333 South Crater Rd., Suite 3A, Petersburg, Va. 23805
Updates to This Policy
We may update this Privacy Policy periodically to reflect changes in legal requirements or business practices. The latest version will always be available on our website.
