Privacy Policy

A legal disclaimer

At McCrary Tax Prep, we are committed to protecting your privacy and safeguarding your personal information. As a professional tax preparation firm, we comply with all federal and state laws, including IRS regulations and the Gramm-Leach-Bliley Act, to ensure the confidentiality and security of your data.

Information We Collect

We collect non-public personal information about you that is necessary for tax preparation and related services. This may include:

• Name, address, Social Security number, and other identifying information

• Financial and employment data

• Tax documents and supporting records

• Information provided via phone, email, or in-person interviews

Use and Disclosure of Information

We use your information solely for the purpose of preparing your tax returns and providing related services. We do not disclose your information to third parties except as permitted or required by law, such as:

• Filing with the IRS or state tax authorities

• Sharing with employees who need the information to perform their duties

• Responding to court orders or subpoenas

• Obtaining legal advice or in connection with professional liability claims

Any other use or disclosure of your information requires your explicit, written consent, in accordance with IRS Form 7216.

Security and Confidentiality

We maintain strict electronic, physical, and procedural safeguards to protect your information, including:

• Designating a security coordinator

• Conducting regular risk assessments

• Implementing access controls, encryption, and multi-factor authentication

• Training employees on data security and privacy

• Monitoring and testing our safeguards

• Overseeing service providers by contract

• Maintaining a Written Information Security Plan (WISP) as required by IRS and FTC regulations

Record Retention

We retain records relating to professional services provided to clients as required by law and professional guidelines. Records are securely stored and disposed of when no longer needed.

Your Rights

You have the right to request access to your personal information, ask questions about our privacy practices, and request corrections to your data.

Questions and Contact

If you have any questions regarding our privacy policy or data security practices, please contact us at Karen@McCraryTaxprep.com.

tions regarding what you should actually do, because we cannot know in advance what are the specific privacy policies you wish to establish between your business and your customers and visitors. We recommend that you seek legal advice to help you understand and to assist you in the creation of your own Privacy Policy.