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Last updated: 11/10/2024

At Sino Tax, we are committed to safeguarding the privacy and confidentiality of our clients. This Privacy Policy describes how we collect, use, store, and protect your personal information in connection with our services, and outlines your rights. By using our website or engaging our services, you agree to the terms and practices described in this Privacy Policy.

1. INFORMATION WE COLLECT

We collect various types of information to provide our tax preparation, business formation, and additional services effectively. Information may be collected through direct interactions with our clients, as well as through the use of our website.

• Personal Information: This includes identifiers such as your full name, contact information (address, email, phone number), Social Security Number (SSN) or Taxpayer Identification Number (TIN), and other identifiers required for tax filings and business formation.
• Financial Information: For tax preparation and reporting, we collect financial details such as income, expenses, investment data, and other financial information relevant to completing accurate tax filings and compliance reports.
• Documentation and Records: We may request documents such as W-2s, 1099s, financial statements, transaction records, and other supporting documentation necessary for tax preparation, compliance, and business formation.
• Usage Data from Our Website: We automatically collect certain technical information when you visit our website, including your IP address, browser type, device information, referring/exit pages, and other information collected through cookies and analytics tools.

2. HOW WE USE YOUR INFORMATION

The information we collect is used exclusively to deliver our services and fulfill legal and regulatory obligations. Specifically, we use your information for:

• Tax Preparation and Filing: Preparing and submitting your federal, state, and local tax returns, including supporting schedules and forms, to meet IRS and state tax requirements.
• Business Formation and Compliance: Assisting in the formation of businesses and facilitating compliance with local, state, and federal regulatory requirements.
• Communication: Communicating with you regarding service updates, document needs, and general inquiries related to our services.
• Recordkeeping and Compliance: Maintaining records for audit, legal, accounting, and regulatory purposes as required by law or by applicable standards for tax professionals.
• Website and Service Improvement: Using data collected from our website to improve our website’s functionality, security, and user experience.

3. SHARING AND DISCLOSURE OF INFORMATION

Sino Tax values client confidentiality. We do not sell, rent, or trade your personal information to third parties. We may, however, share information under specific circumstances, detailed below.

• Service Providers and Contractors: We may share information with trusted third-party providers who assist in delivering our services, such as secure data storage, payment processing, IT support, and software providers. These service providers are contractually bound to use your information solely to support our service delivery and must comply with strict data security protocols.
• Government Authorities and Compliance: We may share information with the IRS, state tax authorities, and other government agencies as legally required, particularly for tax preparation and filing purposes, as well as for regulatory compliance.
• Legal Requirements: We may disclose information to comply with legal obligations, including responding to subpoenas, court orders, or other lawful requests, or if we believe disclosure is necessary to protect our rights, enforce our policies, prevent fraud, or ensure the safety of our clients and others.

By using our services, you acknowledge that we are not responsible for actions taken by third-party service providers or government authorities when acting within their legal and regulatory boundaries.

4. DATA SECURITY

We implement comprehensive security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. Our data security protocols include, but are not limited to:

• Data Encryption: Sensitive data, such as Social Security Numbers and financial details, are encrypted both during transmission and at rest.
• Access Controls: Only authorized personnel have access to client information, with access strictly limited based on role and necessity. Regular access reviews are conducted to ensure compliance.
• Regular Security Assessments: We conduct periodic security assessments to evaluate the effectiveness of our security practices and update our protocols as needed to address new security risks.

While we strive to employ industry-leading practices, no method of electronic storage or transmissi