Privacy Policy

Correa Tax Service respects your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your information in accordance with IRS regulations and data security guidelines for tax professionals.

We collect personal information necessary to prepare and file your tax returns and provide bookkeeping services, including:

• Name, address, phone number, and email
• Social Security Number or ITIN
• Date of birth
• Tax documents (W-2, 1099, 1098, etc.)
• Bank account information for direct deposit
• Business income and expense records (for bookkeeping clients)
   

Your information is used solely for:

• Preparing and filing federal and state tax returns
• ITIN applications and renewals
• Providing bookkeeping services
• Communicating with you regarding your tax matters
• Complying with IRS and state tax regulations
   

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Correa Tax Service uses secure, password-protected systems and encrypted software platforms for document collection, storage, and tax filing. Access to client information is restricted and handled in accordance with IRS Publication 4557 (Safeguarding Taxpayer Data).

All documents are exchanged through secure client portals or encrypted systems.

Your information may only be shared with:

• The IRS and state tax agencies for filing purposes
• Authorized tax software providers used to prepare and e-file returns
• Financial institutions for direct deposit processing (when applicable)
   

We retain client records as required by IRS regulations and professional standards.

You may request access to your information or request corrections at any time by contacting our office.