Privacy Policy
Last Updated: August 2024
At Spark Tax Services, LLC (“we,” “us,” “our”), we value your trust and confidence and are committed to protecting the privacy and security of your personal information. As a Certified Public Accounting firm, we adhere to a high ethical standard and confidentiality obligations as mandated by professional standards. This Privacy Policy details our practices regarding collecting, using, and sharing your personal information during our engagements for services, whether provided for personal or corporate purposes.
Types of Personal Information We Collect
We collect various types of personal information from the following sources to meet your needs in tax preparation, tax and financial planning, tax compliance engagements, and other related services:
- Information received directly from you during personal meetings, phone calls, or electronic communications, including tax preparation worksheets, documents, and forms.
- Details of your transactions with us, our affiliates, or others, such as investment allocations, account balances, and payment histories.
- Information you provide or that we send at your request through electronic communications, including emails, which we retain along with your responses.
Use of Your Information
We use the personal information collected to:
- Provide and manage accounting, tax, and related services.
- Comply with legal, regulatory, and ethical obligations.
- Communicate with you about your account and our services.
- Improve our services and website functionality.
Maintaining the confidentiality and security of your information is paramount to us. We enforce physical, electronic, and procedural safeguards to protect your personal information. Access to nonpublic personal information is limited to employees of our firm and authorized third parties who require this information to perform services on your behalf. Further disclosure and use of your information by these authorized parties are controlled under our firm’s policies, relevant legal requirements, and binding agreements, as applicable.
Sharing of Your Information
We may share your personal information with:
- Third-party service providers who perform services on our behalf, such as IT services, cloud hosting, and data processing.
- Regulatory authorities, law enforcement, or other government agencies as required by law or in response to legal process.
- Other parties in connection with corporate transactions like mergers, asset sales, or bankruptcy on our behalf.
- We limit sharing your personal information to necessary purposes and ensure third-party service providers agree to maintain the confidentiality and security of the information.
Methods of Communication and Data Security
In connection with our services, we use various communication and data-sharing methods, including email, phone calls, video conferencing, and internet-based tools like cloud storage and third-party portals. We take measures to protect the security of your data through encryption, secure storage solutions, and comprehensive cybersecurity efforts with reputable firms. However, please note that no electronic communication can be guaranteed to be completely secure. Therefore, we cannot be held liable for any interception, unauthorized disclosure, or other unintended use of emails and electronic communications sent during our engagement. By working with us, you agree that we are not responsible for any loss or damage arising from these communications, including any privacy breaches or financial loss.
U.S. Privacy Provisions
For residents of California, as per Civil Code Section 1798.83, you are entitled to request information about our sharing of personal data with third parties for their direct marketing purposes. Without your consent, we do not share your data with third parties for their direct marketing purposes.
Changes to Our Privacy Policy
This Privacy Policy may be updated periodically to reflect changes in our practices. Significant changes will be communicated to you through updates on our website and/or direct communications.
Your Rights and Contact Information
You have rights over your personal information, including access, correction, and deletion, subject to certain exceptions. If you have any questions about this Privacy Policy, please contact us directly.
Thank you for your trust and understanding.
Sincerely,
Spark Tax Services, LLC
Email: support@sparktaxservices.com
Phone: 240-388-9812
Address: Spark Tax Services, LLC
5100 Buckeystown Pike, Suite 250
Frederick Maryland 21704