PRIVACY POLICY

Effective Date: January 2026

Warren J. McIntyre Tax Services ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website wjmtaxservices.com (the "Site") or use our tax preparation services.

Information We Collect

We collect information that identifies you personally as well as financial data necessary to prepare your taxes.

Personal Identification Information: Name, email address, phone number, mailing address, Social Security Number (SSN), and date of birth.
Financial Information: Income statements (W-2s, 1099s), expense records, prior tax returns, bank account information for direct deposit/debit, and other tax-related documents.
Digital Information: We may collect data related to your electronic signature and device information when you access our secure portal.

How We Use Your Information

We use the information we collect to:

Prepare and file your Federal and State tax returns.
Facilitate secure electronic signatures and filing.
Process payments and refunds.
Communicate with you regarding your tax status or appointment scheduling.
Administer our "Refer a Friend" program.
Comply with legal obligations, including IRS record-keeping requirements.

Disclosure of Your Information

We do not sell, trade, or rent your personal information to others. We may share information with:

Government Agencies: The IRS and state taxing authorities for the purpose of filing your return.
Service Providers: Third-party vendors who assist with secure document handling, e-signature processing, or payment processing (all bound by confidentiality agreements).
Legal Requirements: If required by law, such as in response to a subpoena or court order.

Data Security

We implement administrative, technical, and physical security measures to protect your personal and financial information. This includes "Secure Document Handling" protocols and encrypted channels for data transmission. While we strive to protect your information, no method of transmission over the internet is 100% secure.

SMS/Text Messaging

If you opt-in to receive SMS notifications regarding your appointments or tax status, standard messaging rates may apply. You may opt-out at any time by replying "STOP."