Effective Date: January 1, 2025
This Privacy Policy describes how Complete Tax & Notary Services Inc. (“we,” “our,” or “us”) collects, uses, discloses, and protects your personal information when you visit our website (https://completetax123.com), use our services, or interact with us. This Privacy Policy is designed to comply with applicable Texas and federal laws, including the Texas Identity Theft Enforcement and Protection Act and federal privacy regulations.
1. Information We Collect
1.1 Personal Information
We collect the following types of personal information necessary to provide our tax preparation, bookkeeping, payroll, notary, and business formation services:
- Name, address, telephone number, and email address
- Social Security Number (SSN) or Employer Identification Number (EIN)
- Date of birth and driver’s license information
- Income information, W-2s, 1099s, and other tax-related documents
- Bank account information for direct deposit and payment processing
- Business financial records, receipts, and accounting documents
- Employment information for payroll services
- Documentation required for notary services and business certifications
1.2 Technical Information
When you visit our website, we may automatically collect:
- IP address and device information
- Browser type and operating system
- Pages visited and time spent on our website
- Cookies and similar tracking technologies
2. How We Use Your Information
We use your personal information for the following purposes:
- To prepare and file federal and state tax returns
- To provide bookkeeping, payroll, and financial consulting services
- To process business formation and certification applications (DBE, WBE, MBE)
- To provide notary services
- To communicate with you about our services and respond to inquiries
- To comply with legal obligations, including IRS reporting requirements
- To process payments and manage billing
- To maintain our client portal and secure document exchange
- To improve our website and services
3. How We Share Your Information
We do not sell, rent, or trade your personal information. We may share your information in the following limited circumstances:
3.1 Service Providers
We may share information with trusted third-party service providers who assist us in operating our business, including tax software providers (such as TaxDome for our client portal), payment processors, cloud storage providers, and IT service providers. These service providers are contractually obligated to protect your information and use it only for the purposes for which it was disclosed.
3.2 Government Agencies
We disclose information to government agencies as required by law, including the Internal Revenue Service (IRS), Texas Comptroller of Public Accounts, Department of Labor, and other regulatory authorities.
3.3 Legal Requirements
We may disclose your information when required by law, court order, subpoena, or to protect our legal rights, prevent fraud, or comply with legal processes.
3.4 Business Transfers
In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred to the acquiring entity, subject to the same privacy protections outlined in this policy.
4. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. Our security measures include:
- Encrypted data transmission and storage
- Secure client portal with password protection
- Limited access to personal information on a need-to-know basis
- Regular security assessments and updates
- Secure physical storage of paper documents
However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.
5. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Tax records and related documentation are retained in accordance with IRS requirements (generally 7 years from the date of filing) and Texas law. Business formation documents and notary records are retained according to applicable state regulations.
6. Your Rights and Choices
Under Texas law, you have certain rights regarding your personal information:
- Access: You may request access to the personal information we hold about you.
- Correction: You may request correction of inaccurate or incomplete personal information.
- Deletion: You may request deletion of your personal information, subject to legal and regulatory retention requirements.
- Opt-Out: You may opt out of receiving marketing communications by following the unsubscribe instructions in our emails or contacting us directly.
To exercise these rights, please contact us using the information provided in Section 10 below. We will respond to your request within a reasonable timeframe and in accordance with applicable law.
7. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child under 18, we will take steps to delete such information promptly.
8. Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.
9. Changes to This Privacy Policy
We reserve the right to modify this Privacy Policy at any time. Any changes will be effective immediately upon posting the updated policy on our website with a new effective date. Your continued use of our services following any changes constitutes your acceptance of the revised Privacy Policy. We encourage you to review this policy periodically.
10. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:
Complete Tax & Notary Services Inc.
Houston, Texas
Phone: +1 281-890-8445
Email: info@completetax123.com
11. Governing Law
This Privacy Policy shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law provisions. Any disputes arising from this Privacy Policy shall be subject to the exclusive jurisdiction of the state and federal courts located in Harris County, Texas.
By using our services or providing us with your personal information, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.