Effective Date: 05/31/2025
Ink & Ledger Tax Solutions LLC (“we,” “our,” or “us”) is committed to protecting your privacy and handling your personal information with transparency, integrity, and care. This Privacy Policy outlines how we collect, use, protect, and disclose information when you visit our website or engage with our services.
1. Information We Collect
We may collect the following types of information:
a. Personal Information
Provided directly by you, such as:
- Name, email address, phone number, and address
- Social Security Number and Tax ID
- Income, deductions, financial statements, and other tax-related data
b. Technical Data
When you interact with our website, we may collect:
- IP address
- Browser type and device information
- Pages visited and time spent on site
c. Client Communications
Emails, messages, forms, or uploaded documents you provide in the course of services.
2. How We Use Your Information
We use your information to:
- Deliver tax services, including preparation, planning, and representation
- Verify identity and comply with applicable laws
- Respond to inquiries and provide customer support
- Improve our website and services
- Maintain internal records for compliance and quality control
3. Data Sharing and Disclosure
We do not sell your personal information. We may share your information with:
- Government agencies (e.g., IRS, state tax authorities) for filing and compliance
- Third-party software providers (e.g., tax software, e-signature platforms) strictly for service delivery
- Legal or regulatory bodies if required by law
All third parties we work with are required to uphold confidentiality and data protection standards.
4. How We Protect Your Information
We implement multiple safeguards to secure your data:
- Encrypted client portals for document exchange
- Password-protected systems with two-factor authentication (2FA)
- Limited access to data on a need-to-know basis
- Regular review of privacy practices and data handling procedures
Despite our best efforts, no method of electronic transmission is completely secure, and we cannot guarantee absolute security.
5. Your Rights and Choices
You have the right to:
- Access, correct, or request deletion of your personal data
- Withdraw consent for certain uses of your information
- Ask about how your data is used and stored
To exercise these rights, contact us at sara@inkandledger.org.
6. Data Retention
We retain tax and personal information as required by law — typically a minimum of 3 years — and as needed to fulfill our service obligations. After that period, data is securely deleted or anonymized.
7. Cookies and Analytics
We may use cookies or tracking tools to analyze website performance. This data is used solely to improve our website experience and is not linked to your personal tax information.
You can adjust cookie settings in your browser preferences.
8. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors without parental consent.
9. Changes to This Policy
We reserve the right to update this Privacy Policy at any time. Updates will be posted to this page with a new effective date.
10. Contact Us
If you have any questions or concerns about this policy or your data, please reach out:
📧 sara@inkandledger.org
📍 Based in Texas (Fully Virtual Practice)