At Tax Focused Collab Inc. and Tax Moles LLC, we understand that your personal and financial privacy is of the utmost importance. We are committed to maintaining the highest standards of integrity, confidentiality, and security in managing the sensitive information you entrust to us. This Privacy Notice outlines how we collect, use, and protect your personal information, as well as the measures we take to ensure your data is handled with care.

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Information We Collect

We collect nonpublic personal information about you through several channels, including but not limited to:

• Client Interviews: Information provided during discussions about your tax situation.

• Documents and Forms: Data supplied via applications, tax organizers, or other forms that include your name, address, Social Security Number, telephone number, income details, number of dependents, and other tax-related information.

• Tax-Related Documentation: Forms and documents required for tax preparation such as W-2s, 1099 forms (e.g., 1099-R, 1099-INT, 1099-DIV), investment documents, and records of stock transactions, as provided by you or other authorized sources.

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How We Use Your Information

We use your personal information solely for the purpose of providing you with comprehensive tax preparation, financial advisory services, and other related services. We may also use this information to contact you regarding your taxes, update you on relevant tax law changes, or notify you of important deadlines.

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Our Commitment to Non-Disclosure

We hold your privacy in the highest regard and do not disclose any nonpublic personal information about our clients, former clients, or prospective clients to anyone, except:

• When you specifically request or authorize us to do so.

• When it is required by law (e.g., in response to subpoenas, IRS inquiries, or court orders).

• When it is necessary to comply with legal or regulatory obligations.

We do not sell, rent, or trade your personal information to third parties under any circumstances.

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Protection of Your Information

We take extensive measures to protect your personal and financial information. Our commitment includes:

• Restricting Access: Access to your personal information is limited strictly to employees who need the information to provide you with tax preparation and related services. We ensure that all employees adhere to our strict confidentiality and privacy standards.

• Physical Safeguards: We maintain secure office facilities, ensuring that any physical documents containing your personal information are stored securely and accessed only by authorized personnel.

• Electronic Safeguards: We employ industry-standard data encryption, secure servers, and firewalls to safeguard your information in digital form. Our systems are regularly updated and monitored to ensure that your data remains secure from unauthorized access or breaches.

• Procedural Safeguards: We follow strict internal protocols for data handling, ensuring that the collection, storage, and transmission of your personal information meet or exceed all federal regulations for privacy and security.

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Your Rights and Our Transparency

At Tax Moles LLC, we believe in transparency and your right to understand how your information is used. You have the right to ask us how your personal information is handled, to review the information we have on file, and to request corrections if necessary.

If you have any questions or concerns about our Privacy Notice or how we handle your personal information, we encourage you to contact us directly. We are here to provide clarity and peace of mind regarding the safety of your sensitive financial data.

Contact Us: Phone: (646) 389-0043
Email: matos@taxmoles.com
Address: 3898 Sedgwick Ave., Bronx, NY 10463

We appreciate the trust you place in us to handle your sensitive information, and we are committed to upholding the highest standards of privacy and security.

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Sincerely,
Miguel Matos
Founder & CEO, Tax Focused Collab Inc. & Tax Moles LLC