Privacy Policy

Georgetown.tax ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our tax preparation and payroll services.

Information We Collect

In order to provide tax preparation and payroll services, we may collect the following types of personal information:

Personal Identification Information

• Full name
• Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
• Date of birth
• Address
• Phone number
• Email address

Financial Information

• Income information (W-2s, 1099s, etc.)
• Bank account information (for direct deposit of refunds or payroll)
• Investment and property records
• Business financial records

Employment Information (for payroll clients)

• Employee names, addresses, and SSNs
• Wage and salary information
• Withholding allowances

How We Use Your Information

We use your personal information to:

• Prepare and file your tax returns
• Process payroll and related tax filings
• Communicate with you about our services
• Respond to IRS or state tax authority inquiries on your behalf
• Comply with legal and regulatory requirements

We do NOT use your information for marketing purposes unrelated to the services you have requested.

How We Protect Your Information

We take the security of your personal information seriously. We implement the following safeguards:

• Secure, encrypted file transfer for document uploads
• Password-protected client files
• Limited access (only authorized personnel handle your information)
• Secure disposal of documents after the retention period

Information Sharing and Disclosure

We may share your information only in the following circumstances:

• With your consent: To file tax returns with the IRS and state tax authorities on your behalf
• Service providers: With vendors who assist in providing our services (e.g., payroll software providers), who are bound by confidentiality agreements
• Legal requirements: When required by law, subpoena, or government inquiry

Data Retention

We retain your tax records and related documents for a minimum of seven (7) years, in accordance with IRS recommendations. After the retention period, documents are securely destroyed.

Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of non-essential communications

To exercise these rights, please contact us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us: