

PRIVACY POLICY
At Milestone Tax Solutions, we are committed to protecting your privacy. This policy explains how we collect, use, and safeguard your personal information.
Information We Collect
We collect the following information through our website's intake form:
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Name
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Email address
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Phone number
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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.
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:
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You can request access to your personal information
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You can request that we delete your personal information
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You can opt-out of receiving communications from us
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You have the right to know what personal information we collect, use, and disclose about you
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You have the right to request that we correct inaccurate personal information
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You have the right to request that we provide your personal information in a portable format
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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)
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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:
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Secure servers and databases
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Access controls and authentication
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Regular security updates and patches
Data Breach Procedures
In the event of a data breach, we will:
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Notify affected individuals promptly
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Investigate and contain the breach
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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.