At Milestone Tax Solutions, we are committed to protecting your privacy. This policy explains how we collect, use, and safeguard your personal information.

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Information We Collect

We collect the following information through our website's intake form:

• Name

• Email address

• Phone number

 

How We Use Your Information

We use the information you provide to contact you regarding our tax services. We will not use your information for any other purpose without your consent.

 

Data Sharing

We do not share your personal information with third parties.

 

Data Storage and Security

We store your information in our Customer Relationship Management (CRM) system, which is secured to protect your data. We implement industry-standard security measures to safeguard your information.

 

Data Retention

We retain your information for as long as necessary to provide our services and fulfill our obligations. You can request deletion of your information by contacting us.

 

Your Rights

You can:

• Request to update or delete your information

• Opt-out of communication from us at any time

• Request information about the data we hold about you

 

Cookies and Tracking

We do not currently use cookies or tracking technologies on our website. If this changes, we will update this policy.

 

Third-Party Services

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites.

 

Security Measures

We implement industry-standard security measures, including:

• Secure servers and databases

• Access controls and authentication

• Regular security updates and patches

 

Data Breach Procedures

In the event of a data breach, we will:

• Notify affected individuals promptly

• Investigate and contain the breach

• Take steps to prevent future breaches

 

Changes to This Policy

We may update this policy to reflect changes in our practices. We will notify you of any material changes.

 

Contact Us

If you have questions or concerns about our privacy policy, please contact us at: 833-720-8080

 

Acknowledgement

By using our website and providing your information, you acknowledge that you have read and understood this privacy policy.

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