PRIVACY POLICY

Effective Date: October 23, 2025

1. INTRODUCTION

Welcome to United Tax & Finance Services LLC (“Company,” “we,” “us,” or “our”). We are committed to safeguarding your privacy and ensuring the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your data when you interact with our website www.unitedtfs.com (“Website”) or use our professional services.

By using our Website or engaging with our services, you agree to this Privacy Policy. If you do not agree with any part of these terms, please discontinue use of our Website and services.

2. INFORMATION WE COLLECT

2.1 Personal Information

We may collect the following information when you use our Website or services:

  • Full name, email address, and phone number

  • Business name and address (if applicable)

  • Payment and billing details (transaction reference, invoice data)

  • Financial and tax documents voluntarily provided (e.g., W-2, 1099, receipts, bank statements, or business records)

  • Uploaded documents or forms related to tax, accounting, or advisory services

2.2 Website Usage Data

We may collect basic technical information automatically, including:

  • IP address, browser type, device, and operating system

  • Website interaction (pages visited, forms submitted)

  • Cookies and analytics tracking (see Section 7)

3. HOW WE USE YOUR DATA

We use collected information to:

  • Deliver and manage tax, accounting, compliance, and advisory services

  • Schedule consultations and maintain client communication

  • Process payments and issue confirmations

  • Maintain accurate financial and regulatory records

  • Comply with legal and tax filing obligations

  • Improve our Website functionality and client experience

We do not sell, rent, or share your data for marketing or unrelated third-party purposes.

4. DATA STORAGE AND PROTECTION

We maintain administrative, physical, and technical safeguards to protect your data from unauthorized access, disclosure, or loss.

  • Sensitive documents and client records are stored securely and accessible only by authorized personnel.

  • Digital data may be encrypted and transmitted using secure protocols (SSL/TLS).

  • While we employ strong data protection measures, absolute security cannot be guaranteed due to the inherent risks of digital communication.

5. SHARING AND DISCLOSURE

5.1 Legal Obligations

We may disclose client data when required by law, regulation, or official authority — such as the IRS, state tax agencies, or a court order.

5.2 Operational Needs

We may share information with trusted third-party providers who assist in service delivery, such as:

  • Payment processors (e.g., PayPal, Stripe, Zelle)

  • Secure document storage or e-signature services

  • Accounting software integrations (e.g., QuickBooks, Xero)

These providers are contractually obligated to protect your data and use it only for the purposes we specify.

6. DATA RETENTION

We retain your data only as long as necessary to:

  • Complete the service for which it was collected

  • Comply with legal, accounting, or tax requirements

  • Maintain records for audit and compliance purposes

You may request deletion of your data once services are complete, subject to applicable recordkeeping laws.

7. COOKIES AND TRACKING

Our Website uses cookies and analytics tools to:

  • Maintain secure sessions and preferences

  • Analyze traffic and improve user experience

  • Track service performance

You can manage or disable cookies via your browser settings. However, some website features may not function properly without them.

8. YOUR RIGHTS

You have the right to:

  • Request access to your personal data

  • Request correction or deletion of inaccurate data

  • Withdraw consent to data processing (which may affect service delivery)

  • Receive a copy of your stored information (where applicable)

To exercise these rights, please contact us at:

📧 info@unitedtfs.com

9. INTERNATIONAL ACCESS AND DATA TRANSFERS

By using our Website or submitting information, you consent to your data being processed and stored in the United States, where data protection laws may differ from those of your jurisdiction.

10. THIRD-PARTY LINKS

Our Website may contain links to external websites or tools (e.g., payment platforms, government tax portals).

We are not responsible for their privacy policies or content. Please review each third-party’s policy before submitting information.

11. CHANGES TO THIS POLICY

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updates will be posted on this page, and the “Effective Date” will be revised accordingly. Continued use of our Website or services constitutes acceptance of any updated terms.

12. CONTACT & COMMUNICATION POLICY

All official communication with United Tax & Finance Services LLC is conducted in English and only through verified channels:

📧 info@unitedtfs.com

📞 (202) 241-0006

🌐 www.unitedtfs.com

We do not accept agreements, instructions, or sensitive information shared through social media or informal messages.