Privacy Policy

1. Introduction

Uncle Sam's Tax ("we", "us", "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation, bookkeeping, and business filing services.

2. Information We Collect

Business Information

To provide our services, we collect:

• Business name and registry number
• Business entity type and formation date
• Business address and contact information
• Owner/principal names and contact details
• Financial information for tax and bookkeeping services

Personal Information

• Name, email address, and phone number
• Billing information (processed securely through Stripe)
• Communication preferences

Technical Information

• IP address and browser type
• Device information and operating system
• Pages visited and time spent on our website

3. How We Use Your Information

We use the information we collect to:

• Provide tax preparation and bookkeeping services
• Process and file your business renewals with the state
• Communicate with you about your service status
• Send renewal reminders and important deadlines
• Process payments and maintain billing records
• Provide customer support and respond to inquiries
• Improve our services and website functionality
• Comply with legal obligations and state requirements

4. Information Sharing and Disclosure

With State and Federal Agencies

We share your information with the IRS, Washington and Oregon state agencies as necessary to complete your tax filings and business renewals.

With Service Providers

We work with trusted third-party service providers:

• Stripe: Payment processing
• Supabase: Secure database hosting
• Email providers: Communication delivery

We Never

• Sell your personal information to third parties
• Share your information for marketing purposes without consent
• Provide your data to advertisers or data brokers

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Data Security

We implement industry-standard security measures to protect your information:

• SSL/TLS encryption for all data transmission
• Secure database with row-level security policies
• PCI-compliant payment processing through Stripe
• Regular security audits and updates

6. Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations, typically 7 years for tax-related documents.

7. Your Rights and Choices

You have the right to:

• Access: Request a copy of the personal information we hold about you
• Correction: Request corrections to inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal retention requirements)
• Opt-Out: Unsubscribe from marketing emails at any time

To exercise these rights, contact us at contact@unclesams.tax

8. SMS/Text Messaging Policy

When you provide your phone number and consent to receive text messages from Uncle Sam's Tax, we may send you SMS messages related to our services, including:

• Appointment reminders and confirmations
• Document request checklists and upload reminders
• Tax deadline notifications
• Account updates and service status notifications

Message Frequency: Message frequency varies based on your appointment schedule and service needs. You may receive up to 10 messages per month during active tax preparation periods.

Message and Data Rates: Standard message and data rates may apply depending on your mobile carrier and plan.

Opt-Out: You can stop receiving text messages at any time by replying STOP to any message. After opting out, you will receive a one-time confirmation message. You may opt back in at any time by replying START or by contacting us.

Help: For help with SMS messages, reply HELP to any message or contact us at contact@unclesams.tax or call (360) 833-3539.

Data Use: Your phone number is used solely for the purposes described above. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Supported Carriers: Major US carriers are supported. Carriers are not liable for delayed or undelivered messages.

9. Cookies

We use essential cookies to maintain your session and provide core functionality. We do not use third-party advertising cookies or tracking pixels.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of significant changes by posting a notice on our website or sending an email.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:

Uncle Sam's Tax
Email: contact@unclesams.tax