top of page

 

 

📄 Privacy Policy  

​​

Effective Date: July 1, 2025
Last Revised: July 1, 2025

​

 This Privacy Policy explains how United for Tax (“Company,” “we,” “our,” or “us”) collects, uses, discloses, and safeguards your personal

 and business information when you use any of our services or visit our website.

 By using our services, submitting information, or accessing our website, you agree to the terms of this Privacy Policy.

​

 1. Information We Collect

 We may collect a wide range of personal and business information depending on the services you use. This includes, but is not limited 

 to, the following:

​

📁 General Information 

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Business name and structure

  • Authorized representative name(s)

​​

🧾 Tax Preparation Services (individuals & businesses)

  • Social Security Number (SSN) or Employer Identification Number (EIN)

  • Date of birth

  • Filing status and dependent information

  • Tax documents (e.g., W-2s, 1099s, K-1s)

  • Income, deduction, and credit information

  • Bank account details (for refunds or payments)

  • Prior year tax returns or IRS transcripts

​​

🏢 Business Formation & Compliance

  • Articles of Incorporation or Organization

  • Registered agent details

  • State registration and compliance documents

  • EIN application data (Form SS-4)

  • Member/Manager or Officer names and addresses

​​

💳 Billing & Payment Information

  • Billing contact and address

  • Payment method (e.g., card type or ACH info)

​​

 2. How We Use Your Information

 We use your information to:

  • Provide and manage services you’ve requested

  • Comply with USPS, state, and federal regulations

  • Process payments and send billing notices

  • Communicate important updates or service notices

  • Maintain business records for compliance and audits

​​

 3. How We Share Information

 We do not sell or rent your personal information. We may share your information with:

  • Government agencies (e.g., Secretary of State, USPS) for legal compliance

  • Service providers (e.g., payment processors, IT vendors) who assist in delivering our services

  • Mail carriers (for forwarding mail or providing shipping labels)

  • Legal authorities if required by law, subpoena, or legal investigation

​​

 4. How We Store and Protect Your Data

 We take reasonable security measures to protect your data, including:

  • Encrypted data storage

  • Secure access controls

  • Firewalls and anti-malware systems

  • Limited staff access to sensitive information

  • Double locks for filing 

 While we follow industry best practices, no method of transmission or storage is 100% secure. Use of our services

 acknowledges this risk.

​

 5. Cookies and Tracking Technologies

 Our website may use cookies to:

  • Track site usage and improve functionality

  • Remember your preferences or login session

  • Analyze traffic via third-party tools like Google Analytics

 You can disable cookies through your browser settings.

​

 6. Your Rights and Choices

 You may:

  • Request a copy of your data

  • Update or correct inaccurate information

  • Request deletion of your account or stored data (unless legally restricted)

  • Opt out of non-essential communications

 To exercise these rights, email us at consultants@unitedfortax.com.

​

 7. Third-Party Services

 Our website or communications may link to third-party sites (e.g., state filing portals, payment gateways). We are not   responsible for

 the privacy practices of those websites.

​

​

 9. Changes to This Policy

 We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised   “Effective Date.”

 Continued use of our services constitutes acceptance of any changes.

bottom of page