Effective Date: 19/01/2026

At PlanPrepTax, your privacy is important to us. This Privacy Policy explains how we collect, use, protect, and disclose your information when you visit our website or use our services.

1. Information We Collect:

We may collect the following types of information:

Personal Information 

• Name
• Email address
• Phone number
• Mailing address
• Tax and financial information (only when you engage our services)

Non-Personal Information

• Browser type
• Device information
• IP address
• Pages visited on our website

2.How We Use Your Information

We use your information to:

• Provide tax preparation and planning services
• Communicate with you regarding appointments or services
• Improve our website and user experience
• Comply with legal and regulatory requirements

We do not sell or rent your personal information

3.Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse

4.Sharing of Information

We may share your information only:

• When required by law or legal process
• With trusted service providers assisting us in delivering services
• To protect our rights, safety, or property

All third parties are required to keep your information confidential.

5.Cookies & Tracking Technologies

Our website may use cookies to enhance user experience and analyze website traffic. You can control cookie settings through your browser preferences.

6.Your Rights

You have the right to:

• Request access to your personal information
• Request corrections or updates
• Request deletion of data, subject to legal obligations

7.Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.

8.Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

9. Contact Us:

If you have questions about this Privacy Policy, contact us at:
Email: strategy@planpreptax.com
Phone: 763-367-0757