Privacy Policy

Introduction

Calculus Tax, Inc. ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our accounting and tax preparation services.

Information We Collect

In order to provide professional accounting and tax services, we collect various types of information:

• Personal identification information (name, address, phone number, email, Social Security number)
• Financial information (income, expenses, investment records, bank account details)
• Business information (EIN, business structure, financial statements)
• Tax records and supporting documentation
• Communication records between you and our team

How We Use Your Information

We use the information we collect for the following purposes:

• Preparing and filing tax returns
• Providing bookkeeping and accounting services
• Offering tax planning and consulting advice
• Communicating with you about your account and services
• Complying with legal and regulatory obligations
• Improving our services and client experience

Information Security

We implement appropriate technical and organizational security measures to protect your information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure servers, access controls, and regular security assessments. However, no method of transmission over the Internet or electronic storage is 100% secure.

Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

• With the IRS and state tax authorities as required for tax filing and compliance
• With your explicit consent or at your direction
• With third-party service providers who assist in our operations (subject to confidentiality agreements)
• When required by law, court order, or legal process
• To protect our rights, property, or safety, or that of our clients or others

Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. Tax records are typically retained for at least seven years as required by IRS regulations and professional standards.

Your Rights

You have certain rights regarding your personal information:

• Access: You can request access to your personal information
• Correction: You can request corrections to inaccurate information
• Deletion: You can request deletion of your information (subject to legal retention requirements)
• Objection: You can object to certain processing of your information

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us: