Privacy Policy | Prime Choice Consulting, Inc.

Privacy Policy

Last updated: January 1, 2024

Prime Choice Consulting, Inc. ("we," "us," or "our") is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, and what rights you have regarding your data.

Information We Collect

We collect information you provide directly to us, including:

  • Name, address, and contact information
  • Social Security numbers and taxpayer identification numbers
  • Income, financial, and tax-related documents
  • Bank account information when provided for direct deposit purposes
  • Communications you send to us by email or through our portal

How We Use Your Information

We use the information we collect to prepare and file your tax returns, communicate with you about your account, comply with legal obligations, and improve our services. We do not sell your personal information to third parties.

Secure Client Portal

Documents and sensitive information exchanged through our client portal at taxinfo.mytaxportal.online are transmitted and stored using industry-standard encryption. We take reasonable steps to protect your information from unauthorized access, loss, or disclosure.

Information Sharing

We may share your information only in the following circumstances:

  • With the IRS or other tax authorities as required to file your return
  • With service providers who assist in operating our portal and business, under confidentiality agreements
  • When required by law or to respond to legal process
  • With your written consent

Data Retention

We retain your tax records and related information for a minimum of seven years, consistent with IRS recordkeeping guidance and applicable law. You may request a copy of your records at any time by contacting us.

Your Rights

You have the right to access, correct, or request deletion of your personal information, subject to our legal retention obligations. To make a request, contact us at [email protected].

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the revised version on this page with an updated date. Continued use of our services after any changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, contact us at [email protected] or call 312-922-5173.

All returns are prepared based solely on information provided by the client. Prime Choice Consulting, Inc. does not guarantee any specific refund amount or tax outcome.

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