Privacy policy

Last updated: November 29th, 2024

INTRODUCTION:

On Target Tax Services (“we”, “us," or "our") is committed to protecting the privacy and security of our clients' personal and financial information. This privacy policy outlines how we collect, use, protect, and share your information in accordance with federal regulations and IRS requirements.

INFORMATION WE COLLECT:

We collect the following types of information:

  • Personal identification information (name, address, SSN, etc.)

  • Financial information (income details, bank accounts, investment data)

  • Employment information

  • Tax documents and records

  • Communication records

  • Website usage data when you visit www.ontargettaxservices.com

HOW WE USE YOUR INFORMATION:

We use your information to:

  • Prepare and file tax returns

  • Provide bookkeeping services

  • Communicate about your services

  • Comply with legal obligations

  • Improve our services

  • Protect against fraud

INFORMATION SHARING AND DISCLOSURE:

We do not sell, rent, or trade your personal information. We may share your information only:

  • With your explicit consent

  • To comply with legal obligations

  • With authorized service providers who assist in our operations

  • As required by the Internal Revenue Service or other tax authorities

DATA SECURITY:

We maintain strict security measures including:

  • Secure file storage using encrypted systems

  • Virus protection software

  • External hard drive backups

  • Secure Google Drive links for file transfers

  • Written Information Security Plan (WISP) as required by FTC regulations

  • Regular security updates and monitoring

YOUR RIGHTS:

You have the right to:

  • Access your personal information

  • Request corrections to your data

  • Opt-out of marketing communications

  • Request information about our data practices

  • File a complaint about our privacy practices

RETENTION PERIOD:

We retain tax records and related information for a minimum of seven years as required by law, or longer if necessary for legal or business purposes.

CONTACT INFORMATION:

For privacy-related questions or concerns, contact us at: Email: support@ontargettaxservices.com Phone: 937-877-5886 Address: Tipp City, Ohio

CHANGES TO THIS POLICY:

We reserve the right to update this privacy policy. Any changes will be posted on our website with an updated revision date.

SPECIAL NOTICE REGARDING IRS REGULATIONS:

As required by IRS regulations, we maintain the confidentiality of all tax return information and comply with IRS Publication 4557 guidelines for safeguarding taxpayer data.