Privacy Policy

Effective Date: January 1, 2025

Palmettos & Prickly Pears Tax ("we," "us," or "our") is committed to safeguarding the privacy of our clients and visitors to our website. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information.

Information We Collect

We may collect the following types of information:

• Personal Information: This includes names, contact details, Social Security numbers, financial information, and other data essential for tax preparation and services.

• Non-Personal Information: This includes data that does not personally identify you, such as browser type, device information, and website usage statistics.

How We Use Your Information

We use the information we collect for various purposes, including:

• Providing tax preparation, planning, and audit representation services.

• Communicating with you regarding your service needs and inquiries.

• Improving our services and website functionality.

• Sending newsletters and updates related to tax insights and important changes.

Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information in the following circumstances:

• Service Providers: We may share your information with third-party vendors who assist us in providing our services, under strict contractual obligations to maintain confidentiality.

• Legal Obligations: We may disclose your information if required to do so by law or in response to valid requests by public authorities.

Data Security

We take data security seriously and implement reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, such as:

• Access to your personal data

• Request for correction of personal data

• Request for deletion of personal data

• Opt-out of marketing communications

To exercise any of these rights, please contact us using the information provided below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website, with an updated effective date.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please do not hesitate to contact us:

Palmettos & Prickly Pears Tax Services
Legal Department

Charleston, SC
info@palmettostax.com

By using our services or website, you consent to this Privacy Policy.