Privacy Policy

1. Introduction

Welcome to Credence Taxfiling ("Company," "we," "us," or "our"). We understand that your personal and financial information is sensitive, and we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation services, visit our website at credencetaxfiling.com, or interact with us in any other way.

By using our services, you consent to the data practices described in this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.

Company Information:
Credence Taxfiling
CIN: U69202TS2025PTC
Registration No: 194424
Email: wecare@credencetaxfiling.com
Phone: +1 (303) 515-7123

2. Information We Collect

We collect information that you provide directly to us, information collected automatically, and information from third-party sources. The types of information we may collect include:

2.1 Personal Information

When you use our services or contact us, we may collect:

• Full name, date of birth, and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
• Contact information including email address, phone number, and mailing address
• Employment information and income details
• Bank account information for direct deposit of refunds
• Spouse and dependent information when filing joint returns
• Immigration status and visa information (for ITIN applications)

2.2 Financial Information

To prepare your tax returns, we collect:

• W-2 forms, 1099 forms, and other income statements
• Investment income and capital gains/losses information
• Deduction and credit documentation
• Prior year tax returns
• Business income and expenses (for self-employed individuals)
• Foreign financial account information (for FBAR/FATCA reporting)

2.3 Automatically Collected Information

When you visit our website, we automatically collect:

• IP address and device information
• Browser type and operating system
• Pages visited and time spent on our website
• Referring website addresses
• Cookies and similar tracking technologies

3. How We Use Your Information

We use the information we collect for the following purposes:

3.1 Tax Preparation Services

• Prepare and file federal and state tax returns on your behalf
• Process ITIN applications and renewals
• Provide tax planning and consultation services
• Represent you in IRS matters when authorized
• File FBAR and FATCA reports as required

3.2 Communication

• Respond to your inquiries and provide customer support
• Send you updates about your tax filing status
• Notify you of important tax deadlines and changes in tax law
• Send promotional communications (with your consent)

3.3 Business Operations

• Process payments and maintain billing records
• Improve our services and website functionality
• Analyze usage patterns and optimize user experience
• Comply with legal and regulatory requirements
• Prevent fraud and protect against security threats

4. Information Sharing and Disclosure

We take your privacy seriously and do not sell your personal information to third parties. We may share your information only in the following circumstances:

4.1 With Your Consent

We share information when you explicitly authorize us to do so, such as when you request that we file your tax return with the IRS or communicate with third parties on your behalf.

4.2 Government Agencies

As required to provide our services, we transmit your tax information to the Internal Revenue Service (IRS), state tax agencies, and other relevant government bodies. This is necessary to file your tax returns and related documents.

4.3 Service Providers

We may share information with trusted third-party service providers who assist us in operating our business, including:

• Secure document storage and cloud computing providers
• Payment processors for billing and transactions
• Email and communication service providers
• Website analytics providers

These providers are contractually obligated to protect your information and use it only for the purposes we specify.

4.4 Legal Requirements

We may disclose information when required by law, court order, or government regulation, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

5. Data Security

We implement industry-standard security measures to protect your personal and financial information:

5.1 Technical Safeguards

• 256-bit SSL Encryption: All data transmitted between your browser and our servers is encrypted using Secure Socket Layer (SSL) technology
• Secure Data Centers: Your information is stored in secure, access-controlled data centers with 24/7 monitoring
• Firewalls and Intrusion Detection: We use advanced firewalls and intrusion detection systems to prevent unauthorized access
• Regular Security Audits: We conduct regular security assessments and penetration testing

5.2 Administrative Safeguards

• Employee access to client data is restricted on a need-to-know basis
• All employees undergo background checks and security training
• We maintain strict confidentiality agreements with all staff
• Regular training on data protection and privacy practices

5.3 IRS Compliance

As an IRS Authorized e-file Provider, we comply with all IRS security requirements for electronic filing, including the IRS Publication 4557 safeguarding requirements for tax return preparers.

6. Data Retention

We retain your personal and tax information for the following periods:

• Tax Returns and Supporting Documents: We retain copies of your filed tax returns and supporting documentation for a minimum of 7 years, as recommended by the IRS for audit purposes
• Client Records: Basic client information is retained for the duration of our business relationship and for 7 years after the last service provided
• Communication Records: Emails and other communications are retained for 3 years
• Website Data: Automatically collected data is typically retained for 2 years

You may request deletion of your data at any time, subject to our legal and regulatory retention requirements.

7. Your Rights

Depending on your location, you may have certain rights regarding your personal information:

7.1 Access and Portability

You have the right to request a copy of the personal information we hold about you and to receive it in a commonly used, machine-readable format.

7.2 Correction

You have the right to request that we correct any inaccurate or incomplete personal information.

7.3 Deletion

You have the right to request deletion of your personal information, subject to certain exceptions (such as legal retention requirements).

7.4 Opt-Out

You may opt out of receiving promotional communications from us at any time by clicking the "unsubscribe" link in our emails or contacting us directly.

7.5 California Residents

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and the right to request deletion.

To exercise any of these rights, please contact us at wecare@credencetaxfiling.com or call +1 (303) 515-7123

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website:

8.1 Types of Cookies We Use

• Essential Cookies: Required for the website to function properly and cannot be disabled
• Analytics Cookies: Help us understand how visitors interact with our website
• Functional Cookies: Remember your preferences and settings
• Marketing Cookies: Used to deliver relevant advertisements (with your consent)

8.2 Managing Cookies

You can control and manage cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website.

8.3 Do Not Track

Some browsers have a "Do Not Track" feature. We currently do not respond to "Do Not Track" signals, but we respect your privacy choices as described in this policy.

9. Third-Party Links

Our website may contain links to third-party websites, such as the IRS website, state tax agency websites, or other resources. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

10. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information. If you believe we have collected information from a child, please contact us immediately.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes:

• We will update the "Last Updated" date at the top of this policy
• For significant changes, we will notify you by email or through a prominent notice on our website
• Your continued use of our services after any changes indicates your acceptance of the updated policy

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

We will respond to your inquiry within 30 days. For urgent matters, please call us directly.