PRIVACY POLICY

Scope
This Privacy Policy applies to information collected through instrumentaltaxsolutions.com, our client portals, email, phone, and other communications related to our tax, bookkeeping, payroll, notary, and advisory services.

Information We Collect
We collect personal and business information needed to deliver services, including: name, contact details, tax identifiers, financial records, employment data, and transaction histories. We also collect technical data (IP address, device, browser) and communications (emails, messages, uploaded documents).

How We Use Your Information
We use data to: prepare and file tax returns, provide bookkeeping and payroll services, perform tax planning, verify identity for notary services, communicate with you, and comply with legal obligations. We may also use contact information to send service related notices and limited marketing communications if you consent.

Legal Bases for Processing
For clients in applicable jurisdictions, we process data based on contract performance, legal compliance, legitimate business interests (e.g., fraud prevention, service improvement), and your consent where required.

Sharing and Disclosure
We do not sell personal information. We may share information with: service providers (payment processors, software vendors), government or tax authorities when required by law, and professional advisors engaged to support your services. We require third parties to protect data and use it only for permitted purposes.

SMS Messages
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent, this information will not be shared with any third parties

Cookies and Tracking
Our website uses cookies and similar technologies to improve functionality and analytics. You can manage cookie preferences through your browser; disabling certain cookies may affect site features.

Data Security
We maintain reasonable administrative, technical, and physical safeguards to protect data. Access is limited to authorized personnel. While we strive to protect information, no system is completely secure; we cannot guarantee absolute security.

Data Retention
We retain client records as required by law and professional standards. Working papers and electronic files are retained for a period consistent with regulatory requirements; clients should retain original documents as advised.

Your Rights and Choices
Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict processing of your personal data, and to object to certain uses. To exercise rights or update preferences, contact us using the details below. We will respond in accordance with applicable law.

Minors
Our services are intended for adults and businesses. We do not knowingly collect information from minors.

Changes to This Policy
We may update this policy. Material changes will be posted on our website with an updated effective date.

Contact Information
For questions, requests, or privacy concerns, contact: info@instrumentaltaxsolutions.com or call 805-702-1102. For formal notices, use the address on our Contact page.