Privacy Policy

Serenity Tax (“Serenity Tax,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, protect, and share information when you visit our website, request educational resources, contact us, or inquire about our tax preparation services.

Depending on your interactions with us, we may collect:

• Your name, email address, telephone number, and other information you provide through our website.
• Information about the tax services you request.
• Appointment and communication information.
• Tax and financial records that you voluntarily provide when engaging our services.
• Technical information, such as browser details, website activity, and referral information, where collected through website technologies.

We request that sensitive tax documents and financial records be submitted only through an approved secure process.

We use information as appropriate to:

• Deliver requested resources, including the Tax Credit Maximizer Kit.
• Respond to inquiries and communicate about requested services.
• Schedule and manage consultations.
• Evaluate tax-service needs and provide authorized tax preparation services.
• Maintain business records, protect our systems, and prevent misuse.
• Comply with applicable legal and regulatory obligations.
• Send promotional communications only where permitted and subject to applicable consent requirements.

When you submit a request, we may use the contact information you provide to deliver the requested resource and respond to your inquiry.

Submitting a lead magnet form does not, by itself, authorize automated marketing calls or text messages.

Where SMS messaging is offered, applicable consent will be collected separately. You may opt out of applicable communications using the instructions provided or by contacting us.

We do not sell personal information.

We may disclose information to service providers supporting our website, communications, scheduling, payments, secure document handling, and tax-service operations, subject to applicable requirements.

Information may also be disclosed to tax authorities or other recipients when authorized or legally required.

Tax-return information is subject to additional legal restrictions, including applicable federal tax-preparer confidentiality and disclosure requirements. We will obtain required authorization before uses or disclosures that require separate consent.

SMS opt-in information and consent are not shared with third parties or affiliates for their own marketing purposes.

We use administrative, technical, and organizational safeguards designed to protect personal information. No transmission or storage method can be guaranteed completely secure.

We retain information for legitimate business, service, recordkeeping, and legal purposes, consistent with applicable retention requirements.

Do not submit Social Security numbers, bank details, or tax documents through general website contact forms or ordinary text messages.

You may contact us to request access to or correction of information, ask about deletion where permitted, or update your communication preferences.

Certain records may need to be retained under applicable law or professional obligations.

Our website and service providers may use cookies or similar technologies for essential functionality, performance, analytics, and attribution, where enabled.

Any optional analytics or advertising technologies must be accurately reflected in this policy and configured in accordance with applicable requirements.

Our website may link to third-party scheduling, payment, document-submission, or other services. Their separate policies may apply when you use those services.

Our website and lead magnets are not directed to children under 13. We do not knowingly collect personal information directly from children under 13 through our general website.

We may revise this Privacy Policy as our practices or legal obligations change. The effective date will be updated when revisions are published.