Privacy

Non-Public Information We Collect

In order to prepare and process your tax return, we collect certain non-public information from you. In particular, we collect the following kinds of information:

Personal information you submit to us such as your name, address, social security number, phone number, and information about your family and dependents.

Financial information we receive from you or a third party such as your earnings, employment, tax withholding, interest income, and potentially deductible expenses such as mortgage interest paid.

In the event you apply for a “bank product” such as a refund anticipation loan, we may receive information from you, the Internal Revenue Service, banks and credit reporting agencies regarding items such as your credit history and loan status.

In the event that you pay with a credit card, we collect your credit card number, type and expiration date, and the name, address and phone number of the credit card holder.

Information Security

We maintain physical, electronic and procedural security measures that comply with applicable legal and regulatory standards to safeguard your non-public personal information. Access to such information is restricted to those employees and independent contractors who are trained in the proper handling of client information and have a legitimate business need to access that information.

Information Collection, Use, Sharing and Disclosure

Affiliated and non-affiliated third parties may be given access to your information only as permitted by law or upon your express authorization to process the transactions which you have engaged us to perform. For example, we send tax return information to the Internal Revenue Service and, as appropriate, state and local taxing authorities. We may submit your information to a data processing company under contract with us to electronically process and transmit your information to the Internal Revenue Service or other taxing authority. If you apply for a bank product such as refund anticipation loan, your information will be shared with the lending bank upon your express authorization and the bank’s use of that information will be covered by the bank’s privacy policy. If you pay by credit card, your credit card information will be shared with the credit card processing company and subject to their privacy policy. And, if you have given written consent at the time that we prepared your tax return, we may solicit you for other services which we may offer.

As described below, some of your personally identifiable information is disclosed to our affiliated businesses. By accepting the Privacy Policy, you expressly consent to our use and disclosure of your personally identifiable information.

The contact information is used to notify users of new services and content, as well as for surveys and newsletters. We collect contact information (like e-mail address). Users may opt-out of receiving future communications. This site contains links to other sites. Sanjaytaxpro.com is not responsible for the privacy practices or the content of such websites or any website from which you may have linked to sanjaytaxpro.com

Our Commitment

This privacy policy applies to our current and former customers and has been in effect since June 6, 2008. Because privacy is important, we pledge to work with you to protect and safeguard the security of your personal customer information.

If you have any questions about this policy, please do not hesitate to contact us.