Privacy Policy

Last Updated: 2025

Blessed Tax and Financial Services LLC is committed to protecting the privacy and confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your information.

1. Information We Collect

We collect information necessary to provide our tax and financial services, which may include:

Personal Identification Information: Name, address, phone number, email address, Social Security Number (SSN), and date of birth.
Financial Information: Income, deductions, credits, bank account information, and investment details.
Service Bureau Partner Information: EFIN, PTIN, and business registration details.

2. How We Use Your Information

We use the collected information for the following purposes:

To prepare and file your tax returns accurately and compliantly.
To communicate with you regarding your services or partnership.
To process payments and manage our Service Bureau agreements.
To comply with legal and regulatory requirements, including IRS Due Diligence.

3. Disclosure of Information

We do not sell or rent your personal or financial information to third parties. We will only disclose your information in the following circumstances:

With Your Consent: When you explicitly authorize us to share information.
To the IRS/Tax Authorities: As required for the preparation and filing of your tax returns.
To Service Providers: To third-party vendors who assist us in providing our services (e.g., professional tax software providers, bank product facilitators), who are bound by confidentiality agreements.
As Required by Law: To comply with a subpoena, court order, or other legal process.

4. Data Security

We implement robust physical, electronic, and procedural safeguards to protect your information from unauthorized access, use, or disclosure. This includes using secure, encrypted professional tax software and maintaining strict internal access controls.

5. Changes to this Policy

We may update this Privacy Policy periodically. We will notify you of any significant changes by posting the new policy on our website and updating the "Last Updated" date.