PRIVACY POLICY
Introduction
At Serenity Tax, your privacy is paramount. We are committed to safeguarding your personal information as you utilize our tax preparation, life insurance, health insurance, and annuities services.
1. Information We Collect
- Personal Information: Name, contact details, SSN, DOB, etc.
- Financial Information: Tax documents (W-2s, 1099s, etc.), banking details.
- Health Information: Medical history and data (collected per HIPAA guidelines).
- Usage Data: IP address, browser type, access times, etc.
2. How We Use Your Information
Your data is used to:
- Prepare and file tax returns
- Provide insurance quotes and issue policies
- Offer annuity recommendations
- Respond to inquiries
- Improve our services
- Comply with legal obligations
3. Sharing Your Information
We do not sell your data. Your information may be shared with:
- Insurance carriers and underwriters
- IRS and state agencies
- Third-party service providers under confidentiality agreements
- Legal or regulatory bodies as required by law
4. Data Security
We implement comprehensive safeguards—administrative, physical, and technical—to ensure your data remains secure. Sensitive information is encrypted during transmission and while stored.
5. Your Rights
You have the right to access, correct, or delete your personal data, opt out of non-essential communications, and file complaints regarding our data practices.
6. Third-Party Links
Our materials may contain links to third-party websites, whose privacy policies are not governed by Serenity Tax.
7. Policy Updates
We may update this Privacy Policy. Please review this document periodically to stay informed of any changes.
Contact:
Phone: (844) 762-9829
Email: weknowtaxes@myserenitytax.com