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PRIVACY POLICY

TaxHarbor Inc. is committed to protecting the confidentiality of your personal data in accordance with U.S. privacy legislation, including the California Consumer Privacy Act (CCPA), the Gramm-Leach-Bliley Act (GLBA), and other applicable federal and state laws.

INFORMATION COLLECTED

Data Category	Specific Data
Personal Identifiers	Full legal name Date of birth Social Security Number (SSN) / ITIN Registration and residential address Phone number, email
Financial Information	Bank details and account numbers Transaction history and statements Tax returns and reporting Credit history (when necessary)
Business Information	EIN (Employer Identification Number) Legal form of organization (LLC, S-Corp, C-Corp, Partnership) Employee and contractor data Business licenses and permits
Technical Data	IP address and device data Cookie and web beacon data Site visit and action history

PURPOSES OF DATA USE

Purpose of Processing	Legal Basis
Bookkeeping and reporting	Performance of a service agreement Requirements of the IRS and tax authorities
Preparation and filing of tax returns	Tax law obligations Professional CPA duties
Client communication	Client consent Legitimate interests of the company
Service quality improvement	Legitimate interests Analytics and process optimization

YOUR RIGHTS

📋 Right of Access

You can request a copy of all personal data we hold about you.

✏️ Right to Rectification

You can request correction of inaccurate or incomplete data.

🗑️ Right to Erasure

You can request deletion of your data under certain conditions.

🚫 Right to Restriction

You can request restriction of the processing of your data.

📤 Right to Data Portability

You can receive the data in a machine-readable format.

❌ Right to Object

You can object to the processing of data in certain cases.

DATA PROTECTION

We apply industry-standard security measures to protect your data:

Data encryption with AES-256 standard at rest
TLS 1.3 encryption for data in transit
Two-factor authentication for access to client portals
Regular security audits and penetration testing
Data storage in SOC 2 Type II certified data centers within the USA
Strict access control on a least-privilege basis
Regular employee training on data security

THIRD-PARTY DATA SHARING

We do not sell or transfer your personal data to third parties except in cases where it is necessary to provide services or required by law:

Tax authorities (IRS, state tax agencies) — for filing reports
Banks and payment processors — for processing transactions
Cloud providers — for data storage (with signed DPAs)
Law enforcement — only upon official request

DPO (Data Protection Officer) CONTACTS

📧 Email [email protected]

📞 Phone +1 (617) 555-8500

📍 Mailing Address 3800 Harbor Boulevard, Suite 600, Boston, MA 02110

Last updated: January 1, 2026

TaxHarbor Inc., registration number 90123456, Massachusetts