Privacy Policy
Last Updated: May 24, 2026
1. Scope of This Policy
This Privacy Policy describes how Inline Tax and Accounting Group collects, uses, and shares your personal information when you visit our website, use our client portal, or engage our tax and accounting services. We are committed to protecting your privacy and ensuring the security of your sensitive financial data.
2. Information We Collect
We collect information you provide directly to us, including: Name, email address, phone number, Social Security Number (SSN), ITIN, financial statements, W-2s, 1099s, bank account details, and information about your dependents and business. We also collect information automatically via cookies and similar technologies when you browse our site.
3. How We Use Information
We use your information to: Prepare and file tax returns, provide accounting and financial advice, communicate with you regarding your engagement, verify your identity, process payments, and improve our website and services. We do not sell your personal information to third parties.
4. Tax-Specific Confidentiality
As professional tax preparers, we are bound by strict confidentiality standards. We will not disclose your tax return information to third parties (such as mortgage lenders) without your explicit written consent, except as required by law or to government agencies (IRS/State) for the purpose of filing your return.
5. Sharing of Information
We may share your information with: Government agencies (IRS and state tax authorities), e-filing service providers, software vendors who facilitate our professional work, and professional advisors as needed. All third-party service providers are required to maintain the confidentiality and security of your data.
6. Data Security
We implement reasonable physical, technical, and administrative safeguards to protect your personal information from unauthorized access, use, or disclosure. This includes encryption of data in transit and at rest, secure portals for document transfer, and restricted access to client files.
7. Data Retention
We retain your tax and accounting records for as long as necessary to provide our services and to comply with legal, regulatory, and professional obligations. Generally, we maintain records for a minimum of 7 years to support IRS and state agency audit requirements.
8. Your Choices
You may access, update, or correct your personal information at any time through our client portal or by contacting us directly. You may also opt-out of receiving non-essential communications from us.
Your privacy matters.
We take the security of your financial life seriously. If you have any concerns about how your data is handled, our team is ready to provide clarity.