1. Information We Collect

We collect information necessary to provide professional tax and accounting services. This includes:

Personal Identification: Name, address, email address, phone number, date of birth, and Social Security Number (SSN).

Financial Information: W-2s, 1099s, bank account details (for direct deposit/debit), and prior tax return history.

Family Information: Details regarding your spouse and dependents required for accurate filing.

2. How We Use Your Information

We use the information we collect solely for the following purposes:

• To prepare and file your federal and state tax returns.
• To communicate with you regarding your appointment, tax status, or IRS notices.
• To process payments for our services.
• To comply with legal obligations and IRS requirements.
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3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We only share your information in the following limited circumstances:

With the IRS and State Tax Agencies: As required to file your tax return.

With Service Providers: Secure third-party software providers we use to process returns and payments (e.g., tax software, secure client portals). These providers are bound by strict confidentiality agreements.

Legal Requirements: If required by law, court order, or government regulation.

4. Data Security

We take the security of your data seriously. We implement a variety of security measures to maintain the safety of your personal information, including:

Secure Socket Layer (SSL) technology: Encrypts data transmitted via our website.

Secure Client Portals: We use industry-standard encrypted portals for document uploads rather than standard unencrypted email.

Restricted Access: Only authorized personnel (Alexis Osborne and authorized staff) have access to your files.

5. Cookies

Our website may use "cookies" to enhance your user experience (e.g., remembering your language preference). You may choose to set your web browser to refuse cookies, though some parts of the site may not function properly without them.

6. Your Consent

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

7. Changes to This Policy

O&J Tax Solutions LLC has the discretion to update this privacy policy at any time. When we do, we will revise the updated date at the top of this page.

8. Contact Us

If you have any questions about this Privacy Policy or the practices of this site, please contact us at:

O&J Tax Solutions LLC Owner: Alexis Osborne Email: Alexis@ojtaxsolutionsllc.com Phone: (318)200-0509