1. Introduction

Crescent Tax Company LLC (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy.
This Privacy Policy explains how we collect, use, store, and safeguard your personal information when you use our services.

By using our services, you acknowledge that you have read and agree to the terms of this Privacy Policy.

2. Information We Collect

We may collect the following types of information:

Personal Identification Information

• Full name, address, email, phone number
  
  

• Social Security Number (SSN) or Taxpayer Identification Number (TIN)

• Date of birth and other identifying data

Tax-Related Information

• Tax returns, financial records, employment information

• Income statements, receipts, and tax-relevant documents

Payment Information

• Billing details, payment confirmations
  (Processed through secure third-party providers — we do not store full financial data.)

Technical Information

• Communication records, device details, IP address (for security)
  

3. How We Use Your Information

Your information is used to:

• Prepare and file tax returns and documents

• Verify your identity and ensure service accuracy

• Respond to inquiries and provide support

• Maintain required compliance records

• Improve service quality and security

We will never sell or rent your personal information.

4. Legal Basis for Processing

We process personal information as required for:

• Performance of a contract (tax services)

• Compliance with federal/state laws and IRS requirements

• Legitimate business purposes related to tax assistance

5. Sharing of Information

We may share your information only when necessary:

• With tax authorities such as the IRS and state tax agencies

• With authorized third-party electronic filing providers

• When legally required (e.g., subpoena, fraud investigation)

• With your expressed consent

All third-party partners are required to maintain confidentiality and security.

6. Data Security

We implement strict administrative, physical, and electronic security measures, including:

• Encryption and secure file storage

• Access controls and authenticated systems

• Compliance with IRS security guidelines for tax professionals

However, no system can guarantee 100% security. You acknowledge there are risks associated with electronic data transmission.

7. Data Retention

We retain personal information only for as long as required to:

• Complete your tax services

• Meet legal, regulatory, or audit obligations

Documents may be securely disposed of after the legally required retention period.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

• Request access to your personal information

• Request correction of inaccurate information

• Request deletion where legally allowed

• Restrict or object to processing

To exercise your rights, contact us using the information below.

9. Children’s Privacy

Our services are not directed to individuals under 18 years old.
We do not knowingly collect personal data from minors without parental or legal guardian authorization.

10. Communications

We may contact you via phone, email, or SMS regarding your tax services.
You may opt out of non-critical communications at any time.

11. Changes to This Policy

We may update this Privacy Policy as needed.
We will notify clients of material changes and revise the “Last Updated” date accordingly.

Continued use of our services constitutes acceptance of updated terms.

12. Contact Information

If you have questions or requests regarding this Privacy Policy, please contact:

Prestigious Tax and Financial Services LLC
Email: [email protected]