Effective Date: May 12, 2026

Last Updated: May 12, 2026

At United Tax Pros - Main Street, protecting your personal information is a core priority. This Privacy Policy explains how we collect, use, protect, and share your information when you use our website and services.

1. Information We Collect

We collect information you voluntarily provide to deliver products, customize your experience, and comply with legal requirements.

Personal & Identification Data

Contact Info: Name, phone number, physical address, and email.

Government IDs: Social Security Number (SSN), EIN, Driver’s License, or ITIN.

Demographics: Date of birth and other demographic information.

Financial & Tax Data

Financial Details: Income, assets, credits, deductions, expenses, and bank account info.

Payment Data: Credit/debit card numbers, balances, and payment history.

Tax Information: Data used for tax return preparation and electronic filing.

Technical & Usage Data

Device Info: IP address, device type, operating system, and app version.

Usage Data: Interactions with our website, applications, or advertisements.

Location: Geo-location information.

2. How We Use Your Information

We use your data to provide the services you request and as permitted by law, including:

Authenticating your identity and preventing fraud.

Preparing and filing tax returns.

Processing payments for services.

Improving our website, tools, and calculators.

Communicating relevant products or service enhancements.

Note: If you choose not to provide certain requested information, we may be unable to provide specific services or tools that rely on that data.

3. Information Sharing & Disclosure

We do not sell or rent your personal information. We only share your data in the following circumstances:

Business Partners & Service Providers: We work with partners (e.g., banking partners for refund products) and service providers (e.g., data processors). All partners are under strict written contracts to safeguard your data and are prohibited from using it for any other purpose.

Taxing Authorities: As required by law, we disclose information to the IRS and state taxing authorities to process your filings.

Legal Requirements: We may disclose data to comply with a court order, legal process, or to protect the safety and rights of our company and others.

Business Transfers: If we sell or transfer assets, client information may be part of that transfer. We will notify you of any material changes resulting from such a sale.

4. Data Security

We utilize administrative, technical, and physical safeguards designed to comply with federal standards.

Encryption: We use Transport Layer Security (TLS) to encrypt the transmission of sensitive data like SSNs.

Access Control: We restrict access to your nonpublic personal information to employees who need it to provide your services.

Monitoring: While we strive for 100% security, please note that no method of internet transmission is entirely foolproof.

5. Data Retention

We retain your information for as long as necessary to serve you or comply with legal obligations.

Tax Records: Per IRS requirements, filed tax returns are retained for at least seven (7) years.

6. Your Rights & State Disclosures

Gramm-Leach-Bliley Act (GLBA)

In accordance with the GLBA, we treat all client information with strict confidentiality and provide this notice annually to describe our privacy practices.

California Privacy Rights (CPRA/CCPA)

If you are a California resident, you have the following rights:

Right to Know: Request disclosure of what personal information we collect and use.

Right to Delete: Request the deletion of your personal information (subject to legal exceptions).

Right to Correct: Request correction of inaccurate information.

Right to Opt-Out: While we do not sell data, you have the right to opt-out of "sharing" for cross-context behavioral advertising.

7. Changes to This Policy

We may update this notice to reflect changes in our practices. If a material change is made, we will notify you at least 30 days before the effective date by:

Posting a prominent notice on our website.

Sending an email to the address on file.

8. Contact Us

If you have questions regarding this policy or wish to exercise your privacy rights, please contact us at:

United Tax Pros - Main Street

Phone: +1 407-979-4795

Email: [email protected]

Address: 1011 N Main St Ste B, Kissimmee, Florida