Your Privacy Is Our Priority.
When it comes to wealth and tax strategy, privacy isn’t just important—it’s non-negotiable. Here’s how we protect your data, your financial information, and your trust.
Privacy Policy
Effective Date: March 11, 2025
Your Privacy Matters
At iTaxPreparer, protecting your privacy is a top priority. We are committed to safeguarding your personal and financial information with the highest standards of security, discretion, and compliance.
This Privacy Policy outlines how we collect, use, protect, and share your information when you use our website, services, and tools (collectively, the “Platform”). By using our Platform, you agree to the practices described in this policy.
If you do not agree with this Privacy Policy, please refrain from using our services.
Scope of This Policy
This policy applies to all visitors and users of iTaxPreparer.com and any services we provide.
We comply with all relevant U.S. tax laws, IRS regulations, and financial data security standards to ensure your information remains confidential and protected.
Who This Policy Covers
This Privacy Policy applies to all individuals and businesses who:
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Use iTaxPreparer.com and our services to manage tax strategy and compliance.
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Provide personal, financial, or business information for tax preparation and advisory services.
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Communicate with us through our website, email, or other official channels.
This policy does not apply to third-party platforms, financial institutions, or external tax agencies you may interact with through our Platform. If you submit personal information to these third parties, their privacy policies will govern that data.
What Information We Collect
To provide our tax strategy and advisory services, we collect only the information necessary to deliver a secure, personalized experience. This may include:
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Basic Contact Details – such as your name, email, and phone number.
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Financial Information – including tax-related details required for compliance and strategy optimization.
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Account & Login Credentials – to securely access your personalized tax planning tools.
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Website Usage Data – including non-identifiable analytics to improve security and user experience.
We do not sell or share your information with third-party marketers. Your data is used only to enhance your tax strategy, ensure compliance, and improve our services.
How We Use Your Information
We use the information we collect to:
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Provide tax strategy and advisory services tailored to your needs.
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Maintain secure account access and verify your identity.
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Ensure compliance with tax laws and regulations.
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Improve our platform security, functionality, and user experience.
Your information is handled with strict confidentiality and used only for legitimate business purposes.
How We Protect Your Information
We implement industry-leading security measures to protect your personal and financial data. These include:
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Encryption to safeguard sensitive information.
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Strict access controls ensuring only authorized professionals handle your data.
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Secure data storage in compliance with financial and tax regulations.
We continuously monitor and update our security protocols to protect against unauthorized access, fraud, and data breaches.
When We Share Your Information
We do not sell or share your personal information with third-party marketers. However, we may disclose your data in the following circumstances:
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IRS and Tax Authorities – When required for tax filings, audits, or compliance with federal and state tax laws.
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Legal Compliance – In response to lawful requests such as subpoenas, court orders, or government regulations.
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Fraud Prevention & Security – To protect against fraud, unauthorized access, or other illegal activities.
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Service Providers – With trusted vendors who assist in providing secure tax preparation, payment processing, and compliance support. These providers are contractually obligated to protect your information.
Any disclosures are made strictly in accordance with applicable laws and regulations.
Your Rights & Choices
You have control over your personal information. You may:
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Access or Update Your Information – Request access to or corrections of your personal details.
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Request Data Deletion – Subject to legal and regulatory retention requirements.
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Contact Us with Privacy Concerns – If you have questions about how your data is handled.
To exercise these rights, please contact us at info@itaxpreparer.com
Data Retention
We retain your personal and financial information for as long as necessary to provide our services and comply with legal, tax, and regulatory requirements. When no longer needed, data is securely deleted in accordance with industry standards.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated effective date.
Contact Us
If you have any questions about this Privacy Policy or how your information is handled, you may contact us at:
Razzano Consulting LLC.
123 NW Any Street North
Springfield, USA
32211
Email: info@razzanoconsulting.com
Phone: 724.654.8970