Privacy Policy

Gold Leaf Tax Services protects the privacy and security of your personal information. This policy explains how we collect, use, disclose, and safeguard your information when you interact with us in person, through our website, or via other communication channels.

Information We Collect

We collect information that you voluntarily provide to us, including:

Personal Information: such as your name, address, email, phone number, and other contact details.
Tax and Financial Data: required to provide our services, including tax documents, account statements, payroll data, and bookkeeping records.
Payment Information: necessary for billing purposes.
Communication Data: records of your communications with us, including emails, phone calls, and any documentation you provide.

We may also collect limited, non-personal data such as website usage information (e.g., IP address, browser type, device type) to improve our services.

How We Use Your Information

We use the information we collect to:

Provide and manage our tax filing, bookkeeping, payroll, and compliance services.
Communicate with you regarding your services, updates, and inquiries.
Comply with legal and regulatory obligations.
Improve our services and ensure a secure, personalized experience.

How We Share Your Information

We do not sell your personal information to third parties. We may share your information only in the following ways:

Service Providers: with trusted partners who assist us in delivering our services (e.g., secure online tax filing platforms), subject to strict confidentiality agreements.
Legal Requirements: when required by law, regulation, or court order.
Business Transfers: in connection with any merger, sale of assets, or acquisition, your information may be transferred as part of that transaction, provided confidentiality measures are upheld.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security

We maintain reasonable security measures to protect your information from unauthorized access, disclosure, or misuse. These include physical, technical, and administrative safeguards.

Children’s Privacy

Our services are intended for adults and are not directed at children under the age of 18. We do not knowingly collect personal information from minors.

Changes to this Policy

We may update this policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on this page with a revised effective date.

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Privacy Policy

How We Use Your Information

How We Share Your Information

Data Security

Children’s Privacy

Changes to this Policy

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