Privacy Policy

Welcome to United Tax Services. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal and financial information when you visit our website (www.mytaxesunited.com) and use our services, including Tax Preparation, Bookkeeping, Business Formation, Notary Service, and Life Insurance. We are committed to maintaining the highest level of confidentiality and security for your sensitive data.

1. Information We Collect

To provide you with our professional and trusted tax service, we may collect the following types of information:

  • Personal Identification Information: Name, Social Security Number (SSN), Employer Identification Number (EIN), date of birth, and government-issued ID.
  • Contact Information: Email address, phone number, text message number, and mailing address.
  • Financial Information: Income records, tax forms (W-2s, 1099s), expense receipts, bank routing numbers for direct deposits or advance loans, and business financial statements.
  • Digital Data: When you use our website or secure upload portal, we may collect standard technical data such as your IP address, browser type, and device information.

2. How We Use Your Information

We use the information we collect strictly for legitimate business purposes, including:

  • Preparing and electronically filing your federal and state tax returns.
  • Evaluating your eligibility for tax advance loans.
  • Fulfilling bookkeeping, business formation, notary, and life insurance services.
  • Communicating with you securely via phone, text, or email regarding your accounts and free estimates.
  • Processing referral program payments.

3. Information Sharing and Disclosure

We do not sell, rent, or trade your personal or financial information to third parties. We only share your information in the following circumstances:

  • Government Agencies: We submit your tax data to the IRS and state tax authorities to process your filings.
  • Financial Partners: If you apply for an advance loan or choose a specific bank product to receive your refund, we will share the necessary data with our trusted banking partners to facilitate the transaction.
  • Legal Requirements: We may disclose your information if required to do so by law, court order, or subpoena.

4. Data Security

Your privacy is our top priority. We implement robust security measures to protect your data, including transmitting all documents securely over our 256-bit data encryption SSL. Whether you upload files on our website, email, text, or file in person, your sensitive information is treated as super secure and highly confidential.

5. Your Rights and Choices

You have the right to:

  • Request a copy of the personal information we have on file for you.
  • Correct any inaccurate or incomplete information.
  • Opt-out of marketing communications (like promotional texts or emails) at any time by contacting us directly.

6. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We encourage you to review this page occasionally to stay informed about how we protect your information.

7. Contact Us

If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact Brandy Tantes at:

United Tax Services

  • Location: Fort Worth, TX
  • Phone: 817-386-9661
  • Text: 817-806-7992
  • Fax: 682-334-7408
  • Email: mytaxesunited@gmail.com