Privacy Policy

Effective Date: [Insert Date]

At Bottom Line Taxes, we are committed to protecting your privacy and handling your personal information with transparency and care. This Privacy Policy outlines how we collect, use, and safeguard your information when you engage with us, whether online or offline.

1. Information We Collect

We may collect the following types of personal data:

  • Your name, phone number, and email address

  • Information related to your tax situation (e.g., years of unfiled taxes, IRS notices)

  • Any additional details you voluntarily provide via forms, calls, or consultations

2. How We Use Your Information

We use your information to:

  • Contact you about your tax needs

  • Prepare and file your past and current tax returns

  • Respond to your inquiries and provide ongoing support

  • Send you relevant updates and appointment reminders

3. How We Share Your Information

We do not sell your personal information to third parties.

We may share your information with:

  • The IRS or state tax authorities (as needed to complete filings)

  • Trusted service providers (e.g., secure file storage or e-signature tools)

  • Legal authorities, if required by law

4. How We Protect Your Information

We use industry-standard security practices to keep your information safe. Access to your data is limited to authorized personnel and service providers who need it to perform their duties.

5. Your Rights — CCPA (California Residents)

If you reside in California, you have the right to:

  • Know what personal information we collect and how we use it

  • Request access to or deletion of your personal data

  • Opt out of the sale of your data (we do not sell personal data)

To exercise these rights, contact us at the details below.

6. Your Rights — GDPR (EU Residents)

If you are located in the European Union or EEA, you have the right to:

  • Access, update, or delete your personal information

  • Withdraw your consent at any time

  • Object to or restrict certain processing activities

  • File a complaint with your local data protection authority

We process your data only when we have a lawful basis—such as your consent or to fulfill a service you requested.

7. Data Retention

We retain your information only as long as necessary to fulfill the services you requested or as required by tax law (such as recordkeeping regulations).

8. Changes to This Policy

We may occasionally update this Privacy Policy to reflect changes in our practices or legal requirements. When we do, the revised version will be posted here with a new effective date.

9. Contact Us

If you have questions about this Privacy Policy or want to exercise your rights under privacy laws, please contact:

Bottom Line Taxes
📞 (912) 313-1711
📧 bottomlinetaxes@gmail.com