Privacy Policy

FinloTax Inc. is committed to protecting the privacy of our clients’ personal information. This Privacy Policy outlines how we collect, use, disclose, and protect the personal information obtained during the provision of our tax preparation services, in compliance with California Consumer Privacy Act (CCPA) and other applicable privacy laws.

1. Information We Collect

We may collect the following types of personal information from clients and individuals:

  • Contact information (such as name, address, email address, and phone number)
  • Social Security number or taxpayer identification number
  • Financial information (such as income, expenses, and financial accounts)
  • Bank and credit card information
  • Employment information
  • Information provided on tax documents and forms

2. How We Use Personal Information

We use personal information for the following purposes:

  • To provide tax preparation and related financial services to clients
  • To communicate with clients regarding their tax filings, appointments, and inquiries
  • To verify clients’ identities and prevent fraud
  • To comply with legal and regulatory requirements
  • To improve our services and customer experience
  • For any other purpose disclosed at the time of collection

3. Information Sharing and Disclosure

We may share personal information with third parties in the following circumstances:

  • With authorized employees and contractors who need access to the information to perform their duties
  • With government agencies, tax authorities, or regulatory bodies as required by law
  • With third-party service providers who assist us in delivering our services (such as software providers and IT support)
  • With affiliated companies or business partners for marketing or promotional purposes with clients’ consent

4. Data Security

We implement appropriate technical and organizational measures to protect personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is entirely secure, and we cannot guarantee absolute security.

5. Your Privacy Rights

Clients have the following rights regarding their personal information:

  • Right to access: Clients can request access to the personal information we hold about them.
  • Right to rectification: Clients can request corrections to inaccurate or incomplete personal information.
  • Right to erasure: Clients can request the deletion of their personal information under certain circumstances.
  • Right to data portability: Clients can request to receive their personal information in a structured, commonly used, and machine-readable format.
  • Right to opt-out: Clients can opt-out of receiving marketing communications from us at any time.

6. Contact Us

If you have any questions or concerns about our Privacy Policy or the handling of your personal information, please contact us at

7. Changes to this Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time without prior notice. Any changes will be effective immediately upon posting on our website or other communication channels.

Last Updated: February 19, 2024

By using our services, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy.