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Privacy Policy

A legal disclaimer

The information in this Privacy Policy is provided for general informational purposes only and does not constitute legal or professional advice. Privacy requirements may vary depending on your location and the services you use.

While we make every effort to keep this policy accurate and current, Borough Tax Solutions cannot guarantee that it covers every legal obligation for every situation. You should consult a qualified legal professional if you have questions about specific legal requirements or privacy rights.

By using this website and our services, you agree to the terms of this Privacy Policy.

Privacy Policy - the basics

This Privacy Policy explains how Borough Tax Solutions collects, uses, protects, and stores personal information from visitors, clients, and users of our services.

Because we provide tax preparation, bookkeeping, financial guidance, and credit-related services, we may collect personal and sensitive information necessary to deliver our services safely and correctly.

We are committed to maintaining confidentiality, protecting privacy, and using your information only for lawful and legitimate purposes. We do not sell personal information and we take reasonable measures to safeguard data.

Privacy laws and requirements may differ across states and countries. We make every effort to follow applicable regulations and responsible data-protection practices.

What to include in the Privacy Policy

Our Privacy Policy explains:

  • what information we collect

  • how and why we collect it

  • how we store and protect it

  • when and why information may be shared

  • your rights and choices regarding your information

  • how to contact us with questions

Information may be collected when you:

  • complete website forms

  • contact us by phone, email, text, or social media

  • upload tax or financial documents

  • book appointments

  • enroll in services

  • make payments or request refunds

We collect only the information necessary to provide services, comply with the law, prevent fraud, and improve our client experience.

Please scroll down to review the full Privacy Policy on this page.

Borough Tax Solutions — Privacy Policy

Last Updated: December 28, 2025

Borough Tax Solutions (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains:

  • what information we collect

  • how we use it

  • when we may share it

  • how we protect it

  • your rights and choices

By using our website, contacting us, or receiving our services, you agree to this Privacy Policy.

1. Information We Collect

We collect information in three ways: you provide it, we collect it automatically, or third parties share it with us.

A. Information You Provide Directly

This may include:

  • Full name

  • Email address and phone number

  • Mailing address

  • Date of birth

  • Social Security Number (when required for tax and identity verification)

  • Government-issued identification (EIN, ITIN, licenses, driver’s license)

  • Financial and employment information

  • Tax records, forms, and supporting documents

  • Banking information (only when needed for tax filing or refunds)

  • Information submitted through forms, calls, or email

  • Login details if you create an account (if offered)

B. Information Collected Automatically

When you visit our website, we may automatically collect:

  • IP address

  • Browser type, device, and operating system

  • Pages visited and time spent

  • Click activity and referring links

  • Cookies and similar tracking tools

(See Cookies & Tracking Technologies below.)

C. Information From Third Parties

We may receive information from:

  • Payment processors

  • Credit monitoring vendors (only if you enroll)

  • Referral partners

  • Public databases

  • Service providers assisting with business operations

  • Government agencies when required for filing or verification

We only collect what is reasonably necessary to provide services.

2. How We Use Your Information

We use your information to:

  • prepare and file tax returns

  • verify identity and prevent fraud

  • provide bookkeeping and payroll services

  • provide credit education and restoration services

  • schedule appointments and manage accounts

  • communicate regarding services, reminders, and updates

  • process payments, refunds, or billing

  • comply with legal and regulatory obligations

  • improve website functionality and client experience

  • send newsletters or marketing (you may unsubscribe anytime)

We do not sell personal information.

3. Legal Basis for Processing (EU/EEA – GDPR, if applicable)

Where applicable, we process data based on:

  • performance of a contract

  • compliance with legal obligations

  • legitimate business interests

  • your consent (where required)

 

4. Sharing & Disclosure of Information

We only share personal information when necessary and lawful.

We may share information with:

  • the IRS and state tax authorities

  • third-party vendors (secure hosting, storage, scheduling, email)

  • payment processors

  • credit monitoring platforms (enrolled clients only)

  • professional advisors such as accountants or attorneys

  • law enforcement or government agencies when legally required

Vendors must protect data and may only use it per our instructions.

We will NOT:

  • sell your personal data

  • rent your personal data

  • share information for unrelated marketing

We may share anonymized data that cannot identify you.

 

5. Cookies & Tracking Technologies

We may use cookies, pixels, and similar technologies to:

  • analyze traffic and performance

  • improve website experience

  • remember preferences

  • support limited advertising or remarketing campaigns

You can disable cookies in your browser. Some features may not work properly if disabled.

 

6. Data Retention

We retain information only as long as necessary to:

  • provide services

  • comply with laws and tax regulations

  • resolve disputes

  • maintain accurate business records

Tax documents may be retained at least 7 years or longer if required.

 

7. Data Security

We use reasonable administrative, technical, and physical safeguards, including:

  • encrypted systems where available

  • restricted access to sensitive records

  • secure passwords and authentication

  • monitoring and security awareness practices

No system is completely secure, but we take protection seriously.

 

8. Children’s Privacy

We do not knowingly collect information from children under 13 without parental consent.

If you believe a child provided information without authorization, contact us and we will remove it.

 

9. Your Rights & Choices

Depending on your location, you may have the right to:

  • access personal data we hold

  • correct inaccurate information

  • request deletion (when legally allowed)

  • object to certain uses

  • withdraw consent when applicable

  • request a copy of your records (where allowed)

To exercise rights, contact us using the details below. We may verify identity.

 

10. California Privacy Rights (CCPA/CPRA)

California residents may:

  • request to know what personal information we collect

  • request deletion of certain information

  • opt-out of sale of personal data (we do not sell)

  • receive equal service even if rights are exercised

Contact us using the information below to submit requests.

 

11. Third-Party Links

Our website may link to third-party sites.
We are not responsible for their privacy practices. Review their policies before providing information.

 

12. Email & SMS Communications

If you subscribe, we may send:

  • reminders

  • educational content

  • service updates

  • promotions

You can unsubscribe anytime using the link in emails or replying STOP to texts.

 

13. International Users

If you access our site from outside the United States, your information may be transferred to U.S. systems.
Using our site means you consent to this transfer.

 

14. Changes to This Privacy Policy

We may update this policy periodically.
We will post updates here and revise the “Last Updated” date.

Continued use of the site means you accept the updated policy.

 

15. Contact Us

If you have questions about this Privacy Policy or your personal data, contact:

Borough Tax Solutions
Email: melanie@boroughtaxsolutions.com
Website: www.boroughtaxsolutions.com
Mailing Address: 40-41 189th street, Auburndale, NY 11358

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