top of page

Privacy Policy

At United Tax and Financial Planning, we value your privacy and are committed to protecting the confidentiality of your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us.

  1. Collection of Information: We collect personal information from you solely for the purpose of providing our tax and financial planning services. This information may include but is not limited to, your name, contact details, financial data, and other relevant information necessary to fulfill our obligations. We only collect information that is directly provided by you or obtained with your consent.

  2. Use of Information: The information we collect is used solely for the purpose of performing our services, which includes tax preparation, financial planning, and related activities. We do not sell, trade, or disclose your personal information to third parties without your explicit consent, except as required by law or as necessary to fulfill our professional obligations.

  3. Data Security: We have implemented appropriate technical, physical, and administrative safeguards to protect your personal information from unauthorized access, alteration, disclosure, or destruction. We maintain strict confidentiality standards and ensure that only authorized personnel have access to your information. However, please note that no method of transmission or storage is completely secure, and we cannot guarantee the absolute security of your information.

  4. Compliance with Laws: We comply with all applicable laws and regulations governing the collection, use, and disclosure of personal information. We may disclose your information if required by law, in response to a court order, or when necessary to protect our rights, property, or safety.

  5. Retention of Information: We retain your personal information for as long as necessary to fulfill the purposes for which it was collected and to comply with legal obligations. When your information is no longer required, we will securely dispose of or anonymize it.

  6. Consent and Opt-Out: By using our services, you consent to the collection, use, and disclosure of your personal information as outlined in this Privacy Policy. If you wish to opt out of certain data collection or processing activities, please contact us to discuss your preferences.

  7. Changes to the Privacy Policy: We may update this Privacy Policy occasionally to reflect changes in our practices or legal requirements. We encourage you to review this policy periodically for any updates or modifications.


bottom of page