Pinnacle Tax

PRIVACY POLICY

OUR RESPONSIBILITY

We are very aware of the trust you place in us and our responsibility to protect your privacy. As a part of our responsibility, we inform you of the information we collect when you are an active client. We are committed to protecting your privacy and ensuring the security of your personal information. Our Privacy Policy outlines the information we collect, how we use it, and your communication choices. 

INFORMATION COLLECTED 

We request information from you on our tax organizer forms. In order to complete your tax work we require you to submit contact information (such as name, email, and address), social security numbers, and financial information for direct deposit. 

HOW WE USE INFORMATION COLLECTED 

We use collected information to: 

• Prepare tax forms 
• Provide you with tax planning
• Contact you about the status of your tax returns 
• Notify you of tax updates or other important tax related information

INFORMATION SHARED WITH OTHERS 

We do not share your information with anyone.  

EMAIL COMMUNICATIONS

Our email distribution provider is Mailchimp.  We provide detailed information in our emails to opt-out. We only send emails to current clients who have gone through our double opt-in process or have specifically requested to be added to our email list.

We do not collect or sell personally identifying information without your express permission.  We will not sell our email list to anyone. 

LINKS TO OTHER SITES

We may provide links on our website to other sites we think you may benefit from. These sites operate independently of Pinnacle Tax and have established their own privacy and security policies. For the best online experience, we strongly encourage you to review the policies of any site you visit or do business with.

SECURITY

It is our intent to protect against the loss, misuse, or alteration of information you have given us. We use a variety of current technologies and processes for protection of our client data. We limit the information we provide to outside companies with whom we contract to only what they need to carry out their responsibilities. 

POLICY UPDATES

Should our privacy and information practices change, we will post the changes on our website and notify all clients individually by email. We encourage you to review our privacy policy periodically.

FROM DAVID AND SHAWNA

Thank you for your business. You are appreciated and we will do our best to protect your privacy and information.