Privacy Policy

Effective Date: July 31, 2025

Unmatchable Tax Services values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information in compliance with applicable U.S. laws, including the IRS Safeguards Rule, FTC Safeguards Rule, and the Gramm-Leach-Bliley Act (GLBA).

Information We Collect

  • Full name, address, phone number, and email

  • Social Security Number (SSN) or ITIN

  • State-issued identification

  • Tax forms (W‑2, 1099, 1098, etc.)

  • Bank account details for direct deposit

  • Employment and income information

  • Other financial records necessary for tax preparation

How We Collect Information

  • Secure online document uploads

  • Email communication

  • In-person document collection

  • Phone, text, or other electronic communications

How We Use Information

  • Prepare and file tax returns

  • Communicate with you about services

  • Verify your identity

  • Comply with legal obligations

We do not sell or rent your personal information.

How We Protect Your Information

  • Data encryption in transit and at rest

  • Password-protected systems with multi-factor authentication

  • Restricted access to authorized personnel

  • Firewalls, intrusion detection, and secure storage

Third-Party Services

We may use trusted third-party vendors such as secure e-signature services, encrypted storage, and professional tax software. These vendors are contractually required to maintain confidentiality and security.

Data Retention and Disposal

We retain your records for at least 3 years as required by law, then securely destroy them through approved deletion or shredding methods.

Your Privacy Rights

You may request access to, correction of, or deletion of your personal information where permitted by law.

Breach Notification

If your information is compromised, we will notify you as required by law.

Contact

Unmatchable Tax Services
Email: h.villaran@unmatchabletaxservices.com
Phone: (918) 606-1904
Website: www.unmatchabletaxservices.com