Borders & Co. Tax Solutions

Privacy Policy

Effective Date: January 1, 2025

Updated: January 1, 2025

Borders & Co. Tax Solutions (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, store, and disclose your information when you engage with our tax preparation services or visit our website.

By accessing our website or utilizing our services, you agree to the terms outlined in this Privacy Policy. If you do not agree, please refrain from using our services.

1. Information We Collect

To provide our tax preparation services, we collect various types of information, including personally identifiable information (PII), financial details, and technical data.

1.1 Personal Information

We collect personal information necessary for preparing and filing tax returns, communicating with you, and ensuring compliance with tax laws. This may include:

  • Full Name (First, Middle, Last)
  • Social Security Number (SSN) or Taxpayer Identification Number (TIN)
  • Date of Birth
  • Mailing Address, Physical Address, and Email Address
  • Phone Number
  • Driver’s License or Government-Issued ID
  • Marital Status and Dependent Information

1.2 Financial and Tax Information

To ensure accurate tax filing, we collect financial and tax-related data, including:

  • Employment Income (W-2s, 1099s, Pay Stubs)
  • Investment and Dividend Income (1099-INT, 1099-DIV)
  • Business and Self-Employment Income and Expenses
  • Rental Property Income and Expenses
  • Deductions and Tax Credit Documentation (Medical, Education, Business Expenses, Charitable Contributions)
  • Retirement Contributions and Withdrawals
  • Prior-Year Tax Returns (if provided)
  • Banking Information (for direct deposit of tax refunds)

1.3 Technical and Website Usage Data

When you visit our website or use our services online, we may collect:

  • IP Address
  • Browser Type and Version
  • Device Information (Computer, Tablet, Mobile)
  • Operating System Details
  • Website Usage Data (Cookies, Log Files, and Analytics)
  • Interaction with Forms, Chat Features, or Helpdesk

2. How We Use Your Information

We collect and process your data for the following purposes:

  • Tax Preparation & Filing: To accurately prepare, file, and submit tax returns with the IRS and state tax agencies.
  • Client Communication: To contact you regarding tax preparation, missing documentation, updates, or IRS notices.
  • Payment Processing: To process service fees, invoices, and refunds securely.
  • Identity Verification & Fraud Prevention: To authenticate identities and protect against fraudulent tax filings.
  • Legal & Regulatory Compliance: To comply with IRS regulations, state tax laws, and other applicable financial laws.
  • Service Improvement: To improve our tax services, enhance user experience, and conduct internal audits.
  • Marketing & Promotional Offers (Optional): If you opt-in, we may send promotions, updates, or new service announcements.

We do not use your personal information for purposes unrelated to tax preparation and compliance.

3. Information Sharing & Disclosure

Borders & Co. Tax Solutions does not sell, rent, or trade your personal information to third parties. However, we may share your information under the following circumstances:

3.1 IRS & Government Compliance

We may share information with the IRS, state tax agencies, or regulatory bodies when filing your tax return or complying with audits, investigations, or legal requirements.

3.2 Third-Party Service Providers

We may engage third-party vendors, subcontractors, and financial institutions to support our services, including:

  • E-filing software providers
  • Payment processing companies
  • Secure document storage services
    These third parties are contractually obligated to protect your data and use it only for authorized purposes.

3.3 Legal Obligations & Protection

We may disclose information if required by law, subpoena, or government inquiry, or to:

  • Comply with a legal or regulatory obligation.
  • Protect our rights, privacy, safety, or property, or that of our clients or the public.
  • Prevent fraud, financial crimes, or security breaches.

4. Data Security & Protection

Borders & Co. Tax Solutions implements strict security measures to safeguard your personal and financial information from unauthorized access, loss, misuse, or disclosure. Our security protocols include:

  • Data Encryption: All personal and financial data is encrypted both in transit and at rest.
  • Secure Document Handling: We use secure portals and encrypted cloud storage for document uploads and storage.
  • Access Controls: Only authorized personnel with background checks have access to sensitive information.
  • Firewall & Anti-Fraud Protection: We implement advanced cybersecurity defenses against hacking, phishing, and malware threats.
  • IRS-Compliant E-Filing System: Our e-filing process follows IRS security standards to protect taxpayer information.

While we take all necessary precautions, no system is completely secure. We encourage clients to use strong passwords, multi-factor authentication, and secure devices when interacting with our services.

5. Your Rights & Choices

Under applicable laws, you have certain rights regarding your personal information:

5.1 Access & Correction of Information

You may request access to the personal information we have on file and request corrections if the data is inaccurate.

5.2 Opt-Out of Marketing Communications

If you choose to receive marketing emails, you can opt out at any time by clicking “unsubscribe” or contacting us directly.

5.3 Data Retention & Deletion

We retain tax-related data for a minimum of three (3) years as required by IRS regulations. Some records may be retained longer for legal, compliance, or audit purposes. Upon request, we may delete or anonymize non-essential data unless legal obligations prevent us from doing so.

To exercise any of these rights, please contact us at support@borderstaxsolutions.com.

6. Cookies & Tracking Technologies

Our website uses cookies and tracking technologies to enhance user experience, monitor website performance, and detect security threats. Cookies may:

  • Store user preferences for a better browsing experience.
  • Analyze website traffic and optimize services.
  • Authenticate secure login sessions.

You can disable cookies in your browser settings, but some features may be limited.

7. Third-Party Links

Our website may contain links to third-party sites (e.g., IRS.gov, payment portals). These sites operate under their own privacy policies, and we do not assume responsibility for their data practices. We encourage users to review external privacy policies before sharing personal information.

8. Children’s Privacy

Borders & Co. Tax Solutions does not knowingly collect information from individuals under the age of 13. If we discover that a child has provided personal information, we will delete it immediately.

9. Updates to This Privacy Policy

We reserve the right to update this Privacy Policy periodically. Any changes will be posted on this page with the updated effective date. In cases of significant updates, we may notify clients via email or website announcements.

10. Contact Us

For questions or concerns about this Privacy Policy or your data rights, contact us:

Email: support@borderstaxsolutions.com
Phone: (706) 296-6065
Website: borderstaxsolutions.com

Borders & Co. Tax Solutions is committed to maintaining the highest standards of data protection and tax compliance. By using our services, you acknowledge that you have read and understood this Privacy Policy.

Last Updated: January 1, 2025