Complete Solutions Tax Pros ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation services.
Information We Collect
Personal Information:
Name, address, phone number, email address
Social Security Number (SSN) and Date of Birth
Tax identification numbers
Income information (W-2s, 1099s, etc.)
Banking information (for refund deposit purposes only)
Dependent information
Employment and occupation details
Usage Information:
IP address and device information
Browser type and version
Pages visited and time spent on our website
How We Use Your Information
We use your information solely for the following purposes:
Preparing and filing your federal and state tax returns
Communicating with you about your tax return status
Processing refunds or payments
Providing customer support and responding to inquiries
Complying with legal obligations and IRS requirements
Maintaining secure records for the legally required retention period
⚠️ We DO NOT:
Sell your personal information to third parties
Use your tax data for marketing purposes without explicit consent
Share your information with unauthorized parties
Information Sharing & Disclosure
We may share your information with:
IRS and State Tax Authorities: As required for filing your tax returns
Bank Product Providers: If you elect to receive tax advances or refund processing services
Service Providers: Secure third-party vendors who assist with data storage and e-filing (under strict confidentiality agreements)
Legal Requirements: When required by law, court order, or government request
Data Security
We implement industry-standard security measures to protect your information:
Secure disposal of sensitive documents after retention period
Data Retention
We retain your tax records for a minimum of three (3) years as required by IRS regulations. You are responsible for maintaining your own copies of all documents and tax returns for at least seven (7) years.
Your Rights
You have the right to:
Access your personal information
Request corrections to inaccurate data
Request deletion of your information (subject to legal retention requirements)
Withdraw consent for non-essential uses of your data
Receive a copy of your information
Cookies & Tracking
We use essential cookies to maintain your session and improve website functionality. We do not use third-party advertising cookies.
Children's Privacy
Our services are not intended for individuals under 18. We do not knowingly collect information from minors except as dependents listed on tax returns.
Changes to This Policy
We may update this Privacy Policy periodically. We will notify you of significant changes by email or through our website.
Contact Us
For privacy-related questions or to exercise your rights, contact us at: