1. PRIVACY POLICY
Last Updated: [Date]
Our Commitment to Your Privacy
At Wilson Tax & Accounting Services, we understand that tax information is highly sensitive. We are committed to protecting your personal and financial data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation website and services.
Information We Collect
We collect information you provide directly, including:
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Personal identification information (name, address, Social Security Number/Tax ID, date of birth)
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Financial information (income, deductions, credits, bank account numbers for refunds/payments)
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Tax return data and historical tax information
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Contact information and login credentials
We also automatically collect technical data through cookies and similar technologies.
How We Use Your Information
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To prepare, calculate, and file your tax returns
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To communicate with you about your tax situation
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To improve our services and user experience
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To comply with legal obligations and prevent fraud
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To process payments for our services
Data Sharing and Disclosure
We may share your information with:
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Government tax authorities (IRS, state departments of revenue) for filing purposes
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Payment processors to complete transactions
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Service providers who assist our operations (under strict confidentiality agreements)
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As required by law or to protect our legal rights
We do not sell your personal tax information to third parties for marketing purposes.
Data Security
We implement industry-standard security measures including encryption (SSL/TLS), secure data centers, access controls, and regular security assessments. However, no electronic transmission or storage is 100% secure.
Your Rights
Depending on your location, you may have rights to:
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Access, correct, or delete your personal information
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Opt-out of certain data uses
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Data portability
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Withdraw consent
To exercise these rights, contact us by email.
Data Retention
We retain your tax data for a few years as recommended by the IRS and required for our legal obligations. You may request earlier deletion subject to legal requirements.
Changes to This Policy
We may update this policy periodically.
Contact Us
For privacy-related questions, please contact us by email.
2. TERMS OF SERVICE
Agreement to Terms
By accessing or using Wilson Tax & Accounting Services’ website and services, you agree to be bound by these Terms of Service.
Service Description
Wilson Tax & Accounting provides tax preparation software and related services to assist users in preparing and filing tax returns. Our service includes:
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Guided tax preparation through questionnaires
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Calculation of tax obligations/refunds
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Electronic filing capabilities
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Related support services
Important Disclaimers
OUR SERVICE PROVIDES TAX PREPARATION SOFTWARE. WE ARE NOT A LAW FIRM, ACCOUNTING FIRM, OR TAX ADVISORY FIRM. WE DO NOT PROVIDE PERSONALIZED LEGAL, FINANCIAL, OR TAX ADVICE. CONSULT A QUALIFIED PROFESSIONAL FOR SPECIFIC ADVICE REGARDING YOUR SITUATION.
User Responsibilities
You agree to:
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Provide accurate, complete, and current information
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Review your tax return thoroughly before filing
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Verify that all calculations are correct
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Maintain the confidentiality of your account credentials
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Use the service only for lawful purposes
Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, WILSON TAX AND ACCOUNTING SERVICES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO TAX PENALTIES, INTEREST, AUDIT COSTS, OR LOST REFUNDS ARISING FROM YOUR USE OF OUR SERVICE.
OUR TOTAL LIABILITY FOR ANY CLAIM SHALL NOT EXCEED THE AMOUNT YOU PAID FOR OUR SERVICES IN THE TWELVE MONTHS PRECEDING THE CLAIM.
Termination
We may suspend or terminate your access for violation of these terms or for any reason with 30 days’ notice.
Governing Law
These terms shall be governed by the laws of the State of Alabama, without regard to its conflict of law provisions.
3. DISCLAIMER
Important Legal Disclaimer
Wilson Tax & Accounting Services provides tax preparation software and educational resources. We are not a substitute for professional tax advice.
No Attorney-Client or CPA-Client Relationship
Your use of our services does not create an attorney-client, accountant-client, or any other professional-client relationship. We are not acting as your tax advisor, attorney, or certified public accountant.
Accuracy of Information
While we strive to keep our tax calculations and content current with tax laws, we do not guarantee accuracy, completeness, or timeliness. Tax laws change frequently and may vary by jurisdiction. You are solely responsible for verifying the accuracy of your tax return before filing.
No Guarantee of Results
We do not guarantee specific outcomes, including:
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Maximum refund amounts
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Audit avoidance
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Acceptance of your return by tax authorities
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Specific tax consequences
User Responsibility
You acknowledge that you are solely responsible for:
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The information provided on your tax return
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Decisions made based on our software’s outputs
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Any penalties, interest, or other liabilities resulting from your tax filings
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Verifying that your filed return matches your records
Third-Party Services
We may recommend or integrate with third-party services (e.g., refund advance loans, audit defense). We are not responsible for these services’ terms, conditions, or outcomes.
Consult a Professional
For complex tax situations, investments, business ownership, international tax issues, or legal interpretations, consult a qualified tax professional such as a CPA, enrolled agent, or tax attorney.
4. COOKIE POLICY
What Are Cookies?
Cookies are small text files placed on your device when you visit our website. They help us provide, protect, and improve our services.
How We Use Cookies
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Essential Cookies: Necessary for basic functions (login, security, shopping cart)
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Functional Cookies: Remember your preferences and settings
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Analytics Cookies: Help us understand how visitors use our site
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Advertising Cookies: Used to deliver relevant ads (if applicable)
Your Choices
Most browsers allow you to control cookies through their settings. However, disabling essential cookies may prevent parts of our website from functioning properly.
We comply with global privacy regulations. Upon your first visit, you may see a cookie consent banner where you can manage your preferences.
For detailed information about specific cookies we use, contact us via email.
5. ACCESSIBILITY STATEMENT
Wilson Tax & Accounting Services welcomes your feedback on the accessibility of our website ensuring digital accessibility for people with disabilities.
If you encounter barriers or have suggestions, please contact us by phone or email.