SwishTax LLC ("SwishTax," "we," "us") respects your privacy. This policy explains how we collect, use and protect your personal information when you use our website and services.
1. Information we collect
To prepare your returns and provide our services, we may collect:
- Personal details such as your name, address, phone number, email, Social Security number and date of birth.
- Financial information such as income, deductions, credits and bank details needed for refunds or payments.
- Tax documents such as prior returns, W-2s, 1099s and business records.
- Website inquiries: the name, email, phone and message you submit through our contact form.
2. How we use your information
We use your information to prepare and file your tax returns, provide bookkeeping and payroll services, communicate with you about your account and filings, meet our legal and professional obligations, and help prevent fraud.
3. How we share your information
We do not sell or rent your personal information. We share it only:
- With service providers that help us operate, such as tax software, secure client portal, e-signature, email and website form providers, who are required to keep it confidential.
- With the IRS and state tax agencies when filing on your behalf, or when otherwise required by law.
- With your consent, for any other purpose.
We handle tax return information in accordance with the Gramm-Leach-Bliley Act and Internal Revenue Code section 7216.
4. Data security
We protect your information with secure storage, encrypted transfer through our client portal, and access controls limited to staff who need it. No method of electronic storage or transmission is completely secure, but we work to safeguard your data using industry-standard practices. Please don't send Social Security numbers or tax documents through our website contact form; use the secure client portal instead.
5. Your rights
You may ask to access or correct your information, request deletion where the law allows (some records must be kept for legal or professional reasons), and opt out of non-essential communications at any time.
6. Data retention
We keep your information as long as needed to provide our services, meet legal and professional record-keeping requirements, and resolve disputes. When it is no longer needed, we dispose of it securely.
7. Cookies
This website does not use advertising or tracking cookies. Our service providers may use essential cookies to keep the site and its forms working. You can disable cookies in your browser settings.
8. Changes to this policy
We may update this policy from time to time. Changes will be posted on this page with a new effective date.
9. Contact us
Questions about this policy or your information? Contact SwishTax LLC at narayan@swishtax.com or (408) 475-4611.