Privacy Policy

Zion Tax Services, LLC (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information.

This Privacy Policy explains how we collect, use, store, and protect nonpublic personal information in compliance with the Gramm-Leach-Bliley Act (GLBA) and applicable federal and state laws.

1. Information We Collect

We collect nonpublic personal information necessary to prepare tax returns, including but not limited to:

Names, addresses, phone numbers, and email addresses
Social Security numbers or taxpayer identification numbers
Income, deduction, and tax-related financial information
Documents provided by the client for tax preparation purposes

Information is obtained directly from the client or from documents the client authorizes us to use.

2. How We Use Information

Client information is used solely for the purpose of:

Preparing federal and state income tax returns
Communicating with the client regarding tax preparation services
Complying with legal, regulatory, and recordkeeping requirements

We do not sell, rent, or share client information for marketing purposes.

3. Information Sharing & Disclosure

We do not disclose nonpublic personal information to third parties except:

As required or permitted by law
To comply with IRS or state filing requirements
To authorized service providers necessary to deliver tax preparation services (e.g., tax software providers or secure portals), subject to confidentiality obligations

4. Information Security

We maintain administrative, technical, and physical safeguards designed to protect client information, including:

Secure, password-protected systems
Restricted access to client data
Use of secure portals and encrypted services where available

Reasonable measures to prevent unauthorized access or disclosure

Access to client information is limited to individuals who need it to perform tax preparation service

5. Data Retention

Client information may be retained for a period of time as required by law, professional standards, or business needs. Clients are responsible for maintaining their own permanent copies of tax records.

6. Client Responsibilities

Clients are responsible for safeguarding their own copies of tax returns and sensitive information once provided to them.

7. Changes to This Policy

We reserve the right to update this Privacy Policy as necessary to reflect changes in laws, regulations, or business practices. Updated versions will be made available upon request or through our website.

8. Contact Information

Questions regarding this Privacy Policy may be directed to:

Zion Tax Services, LLC
ziontaxservices360@gmail.com