SFS Privacy Notice:

What information do we collect?

As part of providing products and services to you, we may collect information, including personal information, about you, your spouse, your dependents, or your business when you use our services.

Personal information is data that can be used to identify you, your spouse, or your dependents individually. The information we may collect includes, but is not limited to:

Contact Information (e.g., name, phone number, address, and email address);

Social Security number and other government identification numbers (e.g., EIN, Driver’s License Number and ITIN);

Date of Birth;

Financial Information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information);

Payment Data (e.g., checking, debit and credit card account numbers, balances and payment history);

Health Information (e.g., health insurance status and financial information related to payment for healthcare services)

Who do we share your information with?

The privacy and security of your information is important to us. We do not sell, or rent your information (including your social security number). We may share your information to support the products and services you request or provide you information on products and services that may benefit you. We may also share your information as permitted by law or with your additional consent.

Communications with the IRS and State Taxing Authorities.

The IRS and state taxing authorities may require or request we disclose certain personal and system information in order to process or electronically file your tax return. This information may include, but is not limited to, your name, social security number, IP addresses, unique device identifiers, bank account numbers, and tax return preparation user activity metrics (e.g., time to complete the tax return).

How do we secure your information?

The security of your personal information is important to us. We utilize administrative, technical, and physical safeguards to protect your information.

Protection of SFS and Others.

We may disclose your information when we believe that disclosure is necessary to protect your rights and safety, the rights and safety of others, or our rights and safety. We may disclose your information to proper federal, state, or local officials in order to, and only to the extent necessary, inform the official of activities that may constitute, or may have constituted, a violation of any criminal law or to assist the official in investigating or prosecuting a violation of criminal law. As permitted by law, we may disclose your information to the IRS and Information Sharing and Analysis Centers (ISACs) for the prevention of stolen identity refund fraud (SIRF) and as related to potential cyber security threats.

How long do we keep your information?

In accordance with applicable laws, we keep your information for as long as needed to serve you, maintain your account, as needed to operate our business, or to improve our offerings or develop new ones.