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

• Approximate IRS tax liability

 

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. We do not share, sell, or rent your personal information.

 

SMS Messaging and Opt-Out

We may send SMS messages to the phone number you provide. Message and data rates may apply. You can opt-out of receiving SMS messages by replying with 'STOP' or by contacting us at customerservice@milestonetax.com. Message frequency may vary based on the level of activity required for your representation.

 

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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 

We take reasonable measures to protect your personal information, but no transmission over the internet can be guaranteed to be 100% secure. Notwithstanding the prior sentence, your rights are as follows:

• You can request access to your personal information

• You can request that we delete your personal information

• You can opt-out of receiving communications from us

• You have the right to know what personal information we collect, use, and disclose about you

• You have the right to request that we correct inaccurate personal information

• You have the right to request that we provide your personal information in a portable format

• You have the right to opt-out of the sale or sharing of your personal information (we do not sell or share your information for marketing purposes, but you have this right nonetheless)

• You have the right to non-discrimination for exercising your CCPA/CPRA rights

 

Rights Specific to California Residents

California residents have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to:

 

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.

 

How to Exercise Your Rights

To exercise your rights, please contact us at customerservice@milestonetax.com or by mail at Milestone Tax Solutions, LLC, Attn: Legal Dept., 10190 Covington Cross Drive, Suite 300 Las Vegas, NV 89144. We will respond to your request within the timeframe required by law.

 

Contact Us

If you have questions or concerns about our privacy policy, please contact us at customerservice@milestonetax.com or by phone at: 833-720-8080

 

Acknowledgement

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