Privacy Policy

Squires Tax Planning

Effective Date: January 1, 2025

Squires Tax Planning ("we," "our," or "us") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, store, and share your personal information, in compliance with applicable laws and regulations.

1. Information We Collect

We may collect the following types of personal information:

  • Personal Identification Information: Name, email address, phone number, mailing address, and other contact details.

  • Tax and Financial Information: Social Security Number, Employer Identification Number (EIN), income details, expense records, and other data necessary for tax planning and filing services.

  • Account Information: Payment details, billing addresses, and related financial data.

  • Technical Information: IP address, browser type, operating system, and browsing behavior on our website.

  • Other Information: Any data you voluntarily provide, such as through forms, emails, or phone calls.

2. How We Use Your Information

We use your personal information for the following purposes:

  • To provide tax planning and related services.

  • To prepare and file your tax returns.

  • To communicate with you regarding services, updates, or inquiries.

  • To comply with legal obligations and regulatory requirements.

  • To improve our website and services.

  • For internal record-keeping and audit purposes.

3. How We Share Your Information

We may share your information with the following parties:

  • Service Providers: Third-party vendors who assist with our operations, such as payment processors and IT support providers, subject to confidentiality agreements.

  • Government Authorities: When required by law, such as for tax filings or compliance with legal requests.

  • Professional Advisors: Accountants, attorneys, or other consultants as necessary for business purposes.

  • With Your Consent: When you authorize us to share specific information.

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

4. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce agreements.

5. Data Security

We take reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. These measures include:

  • Secure data storage and encrypted file transfers.

  • Access control policies limiting who can view sensitive information.

  • Regular monitoring and updates of our security protocols.

However, no method of transmission or storage is completely secure. We cannot guarantee absolute security.

6. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access and Correction: Request access to your data and correct inaccuracies.

  • Data Deletion: Request that we delete your personal information, subject to legal obligations.

  • Restrict Processing: Limit how your data is used under certain circumstances.

  • Data Portability: Receive a copy of your personal information in a structured format.

  • Withdraw Consent: Revoke your consent for processing where applicable.

To exercise these rights, please contact us using the information below.

7. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve user experience and analyze website performance. You can manage your cookie preferences through your browser settings.

8. Third-Party Links

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

9. Children’s Privacy

Our services are not directed at children under 18, and we do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date. We encourage you to review this policy regularly.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:

Squires Tax Planning
Support@WRTaxPlan.com
200 Southampton Dr Suite 101, Columbia, MO 65203

By using our services, you agree to the terms of this Privacy Policy.