Privacy Policy

Last Updated: 2026-JAN-01
Susan Does Taxes LLC

At Susan Does Taxes LLC (“we,” “our,” or “us”), we are committed to protecting your privacy and safeguarding the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices you have regarding your data.

By using our services or visiting our website, you agree to the practices described in this policy.

1. Information We Collect

We collect personal information necessary to prepare and file your tax returns, communicate with you, and comply with federal, state, and municipal regulations. This may include:

  • Name, address, phone number, and email
  • Social Security numbers and taxpayer identification numbers
  • Income documents (W‑2, 1099, K‑1, etc.)
  • Tax forms and prior-year returns
  • Banking information for direct deposit or payment
  • Documents you upload or provide electronically
  • Information submitted through our website contact forms

We only collect information you voluntarily provide or authorize us to obtain.

2. How We Use Your Information

We use your information to:

  • Prepare, process, and file federal, state, and local tax returns
  • Communicate with you regarding your tax matters
  • Respond to your questions or requests
  • Maintain required records
  • Comply with IRS, state, and regulatory obligations

We do not use your information for marketing unrelated to tax services, nor do we sell your information to third parties.

3. How We Share Your Information

We only share your information when necessary to provide tax services or when required by law. This may include:

  • The IRS and state tax agencies
  • Our secure, IRS‑authorized tax preparation software provider
  • Financial institutions involved in refund transfers or tax payments
  • Third parties only with your explicit written consent, as required under IRC §7216

We do not disclose your information to outside parties for advertising or unrelated business purposes.

4. How We Protect Your Information

We maintain administrative, physical, and electronic safeguards designed to protect your personal information from unauthorized access, disclosure, or misuse. These safeguards include:

  • Secure handling and storage of tax documents
  • Restricted access to client information
  • Use of secure, industry‑standard systems for electronic transmission

For security reasons, we do not publicly disclose specific details of our internal security procedures.

5. Data Retention

We retain tax records and related documents for the period required by federal and state law. After the retention period expires, documents are securely destroyed or deleted.

6. Your Rights and Choices

You have the right to:

  • Request copies of your tax returns or documents
  • Ask questions about how your information is used
  • Request corrections to inaccurate information
  • Withdraw consent for optional disclosures (where applicable)

To make a request, contact us using the information below.

7. Website and Online Data

When you visit our website, we may collect limited technical information such as:

  • Browser type
  • Device type
  • Pages visited
  • Basic analytics data

This information helps us improve our website and does not include sensitive tax or personal data.

Our website may contain links to external sites. We are not responsible for the privacy practices of those websites.

8. Children’s Privacy

Our services are intended for adults. We do not knowingly collect information from children under 13 without parental consent.

9. Changes to This Policy

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

10. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

Susan Does Taxes LLC
Phone: 724‑242‑7722
Email: susan@susandoestaxes.com

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