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- Tax-Aid 2020 Results
- 3,096 tax returns
- $2,186,013 million in total refunds
- Free tax preparation program donors and volunteers
- Various media partners
- Elected officials and other program supporters
- General public
||WHAT DOES TAX-AID DO WITH YOUR PERSONAL INFORMATION?
||U.S. federal law provides clients with the right to limit some but not all of a company’s decisions with respect to the sharing of the client’s personal information. U.S. federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.
||We collect nonpublic personal information about you that is either provided by you or obtained by us with your authorization. The types of personal information we collect and share depend on the particular service that we provide to you. This information can include your:
- Social Security number;
- Individual Taxpayer Identification Number;
- date of birth;
- bank account information;
- employment details;
- earnings and expenses;
- family members’ names, dates of birth, Social Security numbers and earnings (if any);
- contact information (phone number and email address);
||Accounting service companies need to share their clients’ personal information to run their everyday business. In the section below, we list the reasons accounting service companies can share their clients’ personal information, the reasons Tax-Aid chooses to share some of this information and whether you can limit this sharing. Once you are no longer our client, we can continue to share your information as described in this notice.
|Reasons we can share your personal information
||Does Tax-Aid share?
||Can you limit this sharing?
|For our everyday business purposes - such as to process your tax filings, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
|For our marketing purposes - to offer our services to you
||We don’t share
|For joint marketing with other companies
||We don’t share
|For Nonaffiliates (defined below) to market to you
||We don’t share
||Call us at 415-229-9240 or email us at email@example.com
|Who we are
|Who is providing this notice?
|What we do
|How does Tax-Aid protect my personal information?
||To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include physical, electronic and procedural safeguards.
|How does Tax-Aid collect my personal information?
||We collect your personal information, for example, when you
- submit your tax documents to us;
- contact us with questions; and
- work with one of our tax professionals to prepare your taxes.
|Why can’t I limit all sharing?
||U.S. federal law gives you the right to limit only our sharing to Nonaffiliates to market to you. State laws and individual companies may give you additional rights to limit sharing.
||Companies not related by common ownership or control. Such companies can be financial and nonfinancial companies.
||A formal agreement between nonaffiliated companies that together market products or services to you. Tax-Aid does not jointly market.
|Other important information