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Privact Policy

Effective Date: September 24, 2025

At Petros Family Tax, a tax preparation and tax planning firm employing Certified Public Accountants (CPAs), we are committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our services, including our website (www.petrosfamilytax.com) our online “Tax Pitfalls and Solutions” tool, and any other interactions with our firm. By using our services, you agree to the terms of this Privacy Policy.

 

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, address, phone number, email address, Social Security Number, tax identification number, and other identifiers provided during tax preparation, planning consultations, or when using our online tool.

  • Financial Information: Income details, tax return data, banking information, investment records, and other financial data necessary for tax preparation or planning services.

  • Usage Data: Information about how you interact with our website or online tool, such as IP address, browser type, pages visited, and time spent, collected via cookies or similar technologies.

  • Other Information: Any additional details you voluntarily provide, such as responses to surveys or communications with our staff.

 

2. How We Collect Information

We collect information:

  • Directly from you when you provide it (e.g., through forms, consultations, or our “Tax Pitfalls and Solutions” tool).

  • Automatically through website technologies (e.g., cookies, analytics tools).

  • From third parties, such as financial institutions or government agencies, with your consent or as permitted by law.

 

3. How We Use Your Information

We use your information to:

  • Provide tax preparation and planning services, including generating tax returns and personalized tax strategies.

  • Operate and improve our website and online tools, such as the “Tax Pitfalls and Solutions” tool, to deliver general tax insights.

  • Communicate with you, including responding to inquiries, sending appointment reminders, or providing updates on tax matters.

  • Comply with legal obligations, such as IRS regulations or reporting requirements.

  • Analyze usage trends to enhance our services (using anonymized or aggregated data where possible).

  • Protect against fraud, unauthorized access, or other security risks.

 

4. Disclosure of Your Information

We do not sell, rent, or share your personal information except as described below:

  • With Your Consent: We may disclose your information to third parties (e.g., financial advisors) if you provide explicit consent.

  • Service Providers: We may share information with trusted vendors (e.g., software providers, cloud storage) who assist in delivering our services, subject to strict confidentiality agreements.

  • Legal Compliance: We may disclose information to comply with applicable laws, such as Internal Revenue Code §7216, court orders, or IRS requests.

  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred, with notice to you where required.

  • Anonymized Data: We may share non-identifiable, aggregated data for analytics or marketing purposes.

 

5. Protection of Your Information

We implement reasonable physical, technical, and administrative safeguards to protect your information, including:

  • Encryption of sensitive data during transmission (e.g., via HTTPS) and storage.

  • Access controls to limit data access to authorized personnel only.

  • Regular security assessments to identify and address vulnerabilities.

  • Compliance with the FTC Safeguards Rule, requiring a Written Information Security Plan (WISP) to protect financial data.

Despite these measures, no system is completely secure, and we cannot guarantee absolute protection against breaches or unauthorized access.

 

6. Your Rights and Choices

You may:

  • Access or Correct Information: Request to review or update your personal information by contacting us at [Carl@petrosfw.com].

  • Opt-Out: Opt out of marketing communications by following unsubscribe instructions in our emails or contacting us.

  • Cookies: Adjust browser settings to disable cookies, though this may limit website functionality.

  • Tax Information Consent: Under IRC §7216, we will not disclose tax return information without your written consent, except as permitted by law.

 

7. Data Retention

We retain your information only as long as necessary to provide services, comply with legal obligations (e.g., IRS recordkeeping requirements), or resolve disputes. Data collected via the “Tax Pitfalls and Solutions” tool is deleted promptly after generating results, unless you engage us for further services.

 

8. Third-Party Links and Services

Our website or tools may link to third-party sites or services (e.g., payment processors). We are not responsible for their privacy practices. Please review their policies before providing information.

 

9. Children’s Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors. If you believe we have such information, please contact us to request deletion.

 

10. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our website with a revised effective date or, where required, by direct communication.

 

11. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our handling of your information, please contact us at:

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Petros Family Tax
8500 Normandale Lake Blvd, STE 850,

Bloomington, MN 55437
612-643-9909
carl@petrosfw.com
www.petrosfamilytax.com

 

12. Additional Information for Specific Jurisdictions

If you are in a jurisdiction with specific privacy laws (e.g., California Consumer Privacy Act), you may have additional rights, such as requesting deletion of your data or opting out of data sharing. Contact us for details on exercising these rights.

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Note: This Privacy Policy does not create a client relationship or constitute tax or legal advice. For personalized tax services, please schedule a consultation with one of our CPAs.

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