Privacy Policy
How We Use Your Information
We use your information strictly for legitimate business purposes, including:
• Preparing and filing tax returns
• Providing tax-related services you request
• Communicating with you regarding your account or services
• Scheduling appointments
• Complying with legal and regulatory requirements
• Improving website functionality and client experience
We do not sell or rent your personal information.
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How We Share Information
We only share your information when necessary, including:
• With tax authorities (IRS, state agencies) as required for filing
• With secure third-party service providers who assist with operations (such as secure document portals, payment processors, or scheduling platforms)
• When required by law, subpoena, or legal process
All third-party providers are required to maintain appropriate confidentiality and security safeguards.
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Data Security
We take data security seriously and implement reasonable administrative, technical, and physical safeguards to protect your information, including:
• Secure transmission methods
• Restricted access to sensitive data
• Use of trusted third-party platforms for document handling
Despite these measures, no system can be guaranteed 100% secure. You acknowledge and accept this risk when submitting information electronically.
Data Retention
We retain client information only as long as necessary to:
• Provide services
• Comply with IRS, state, and legal retention requirements
• Resolve disputes or enforce agreements
Once data is no longer required, it is securely deleted or destroyed in accordance with industry practices.
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Your Rights & Choices
Depending on your jurisdiction, you may have the right to:
• Request access to your personal data
• Request corrections to inaccurate information
• Request deletion of information where legally permitted
Requests may be limited where retention is required by law or professional standards.
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Cookies & Tracking Technologies
Our website may use cookies or similar technologies to:
• Improve site performance
• Understand website traffic patterns
You may disable cookies through your browser settings; however, doing so may affect website functionality.
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Changes to This Privacy Policy
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies separately.
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of the website constitutes acceptance of the updated policy.
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Contact Information
If you have questions or concerns regarding this Privacy Policy or how your information is handled, please contact us:
CA Levy Services
Email: calevytax@gmail.com
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