Privacy Policy

At Sage & Savvy Taxes, your privacy and trust are extremely important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit www.sageandsavvytaxes.com or use our tax preparation and related services. We follow all applicable privacy laws and guidelines, including IRS Publication 4557 and the FTC Safeguards Rule, to ensure your information is handled securely and responsibly.

Information We Collect

We collect personal and financial information that you provide to us directly, such as your name, contact details, Social Security Number, income and employment information, and any documentation necessary to prepare your taxes or deliver other financial services. When you visit our website, we may also collect limited non-personal data—like your browser type, device information, or pages visited—to improve website performance and security.

How We Use Your Information

Your information is used strictly to provide professional tax preparation and financial services. This includes preparing and filing your tax returns, verifying your identity, communicating with you about your services, and meeting our legal and regulatory obligations. We may also use non-personal data for analytics and website improvements. Sage & Savvy Taxes does not sell, rent, or share your personal information with third parties for marketing purposes.

Data Protection and Security

We maintain a comprehensive Written Information Security Plan and use a combination of physical, electronic, and procedural safeguards to protect your data. These include encrypted data transmission, password-protected systems, secure storage, and limited access to information only by authorized personnel. Our staff is trained regularly on confidentiality and data protection practices. In the unlikely event of a data breach, we will notify affected individuals as required by law.

Information Sharing

We only share information when necessary to fulfill our professional and legal duties—for example, with the IRS, state tax agencies, or trusted service providers who assist with electronic filing and secure data management. All third parties we work with are required to maintain strict confidentiality and data protection standards. We may also disclose information when required by law or with your explicit consent.

Data Retention

We retain your information for as long as needed to provide services and meet our legal and professional recordkeeping obligations. When information is no longer required, it is securely deleted or destroyed.

Your Rights

You may request access to your information, ask for corrections, or request that we delete certain data, subject to legal and regulatory requirements. To exercise these rights or ask questions about your data, please contact us directly.

Cookies and Website Tracking

Our website may use cookies to enhance your browsing experience and analyze site traffic. You can adjust your browser settings to refuse cookies, though some parts of the site may not function as intended.

Policy Updates

We may update this Privacy Policy occasionally to reflect changes in laws or our business practices. The latest version will always be posted on our website with the effective date shown at the top.

Contact Us

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