PRIVACY POLICIES
Privacy Policy — Optimal Tax Solutions
Effective Date: October 14, 2025
Last Updated: October 14, 2025
1. Introduction
Optimal Tax Solutions (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, book a consultation, or use our services.
By using our website and services, you agree to the terms of this Privacy Policy.
2. Information We Collect
We may collect the following types of information:
Personal Information
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Name, email address, phone number, and mailing address
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Social Security Number or Tax Identification Number (as required for tax filing)
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Financial and employment information (e.g., W-2, 1099, 1098 forms, income documentation)
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Dependent and household information necessary for accurate filing
Non-Personal Information
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Browser type, device information, IP address, and site usage analytics collected automatically for website performance and security.
3. How We Use Your Information
We use your information to:
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Prepare and file accurate tax returns
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Communicate with you about your tax preparation and related services
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Verify your identity and prevent fraud
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Maintain internal records for compliance and quality assurance
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Send relevant updates, reminders, and service announcements
We will never sell or rent your personal information to third parties.
4. Information Sharing
Your personal data may only be shared in the following cases:
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With Your Consent: When you explicitly authorize us to share data with another professional (e.g., accountant, lender).
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With Service Providers: Trusted third parties who assist in processing, storage, or secure data transmission under strict confidentiality agreements.
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As Required by Law: To comply with IRS, state tax authorities, or court orders.
5. Data Security
We use industry-standard security measures to protect your data, including:
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Secure encrypted servers and SSL-certified portals
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Limited employee access on a need-to-know basis
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Regular data backups and software updates
While we strive to use commercially acceptable means to protect your personal information, no online method of transmission or storage is 100% secure. However, we are committed to maintaining the highest reasonable level of data security.
6. Data Retention
We retain your records for a minimum of three (3) years after filing or as otherwise required by federal or state law. After this period, data is securely deleted or destroyed.
7. Your Rights
You have the right to:
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Request access to or correction of your personal information
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Withdraw consent for communication or data sharing
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Request deletion of your data (unless retention is required by law)
Requests can be made by contacting us at the email address provided below.
8. Cookies & Website Tracking
Our website may use cookies to improve user experience, track analytics, and personalize content. You can disable cookies in your browser settings at any time.
9. 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. Please review their individual privacy policies before providing any personal information.
10. Changes to This Policy
We may update this Privacy Policy periodically. Any revisions will be posted on this page with an updated effective date. Your continued use of our services constitutes acceptance of any changes.
11. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Optimal Tax Solutions
📍 Panama City, Florida