Important Notice: This Firm is not a CPA Firm or Attorney Firm and not a substitute for any of these.

Commitment to Your Confidentiality

At Tax Nest LLC, we are dedicated to safeguarding your privacy and ensuring your personal information is managed securely and responsibly. This Privacy Policy explains how we collect, use, disclose, and protect your information while using our tax filing services.

Information We Collect

We may collect the following types of information:

Personal Identification Information

Name, address, Social Security Number (SSN), date of birth, and other details required for tax filing.

Financial Information

Income details, bank account information, investment data, and any other financial information necessary to complete your tax return.

Contact Information

Email address, phone number, and other communication details.

Additional Information

Any other information you provide during the tax filing process or when communicating with our team.

How We Use Your Information

We use the information for the following purposes:

Tax Preparation and Filing: To accurately and efficiently prepare and file your tax returns.
Communication: To respond to your inquiries, provide updates, and share important information related to your filings.
Compliance: To meet legal and regulatory obligations and to prevent or detect fraud.
Service Improvement: To enhance and improve our services based on user needs.

Disclosure of Your Information

We may share your information with:

Government Agencies: When required for tax compliance and filing purposes.
Service Providers: Trusted third-party vendors who support us with data storage, processing, and other operational needs.
Legal Authorities: When required by law or in response to legal requests, investigations, or proceedings.

Security of Your Information

We utilize industry-standard security measures—including physical, electronic, and procedural safeguards—to protect your information from unauthorized access, modification, or disclosure.

Your Rights and Choices

You have the following rights regarding your personal information:

Access and Correction: You may request access to or correction of your personal information.
Opt-Out: You may opt out of receiving promotional or marketing communications from us.
Deletion: You may request deletion of your information, subject to legal and regulatory requirements.

Data Retention

We retain your information only for as long as necessary to fulfil the purposes outlined in this Privacy Policy and to comply with applicable laws and regulations.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Significant changes will be posted on our website, and when appropriate, we may notify you via email.

Contact Us

If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact us.

Email: support@taxnestllc.com
Phone: +1 651-400-0030