We know that the privacy of your personal and tax return information is important to you. We are committed to safeguarding the privacy of your information and want you to know the protective measures we take.

Non-Public Information We Collect

In order to prepare and process your tax return, we collect certain non-public information from you. In particular, we collect the following kinds of information:

*Personal information you submit to us such as your name, address, social security number, phone number, and information about your family and dependents.

*Financial information we receive from you or a third party such as your earnings, employment, tax withholding, interest income, and potentially deductible expenses such as mortgage interest paid.

*In the event you apply for a “financial product,” we may receive information from you, the Internal Revenue Service, lenders, and credit reporting agencies regarding items such as your credit history and loan status.

*In the event that you pay with a credit card, we collect your credit card number, type and expiration date, and the name, address, and phone number of the credit card holder.

Information Security

We maintain physical, electronic, and procedural security measures that comply with applicable legal and regulatory standards to safeguard your non-public personal information. Access to such information is restricted to those employees who are trained in the proper handling of client information and have a legitimate business need to access that information.

Information We Disclose

Affiliated and non-affiliated third parties may be given access to your information only as permitted by law or upon your express authorization to process the transactions which you have engaged us to perform. For example, we send tax return information to the Internal Revenue Service and, as appropriate, state and local taxing authorities. We may submit your information to a data processing company under contract with us to electronically process and transmit your information to the Internal Revenue Service or other taxing authority. If you apply for a financial product, your information will be shared with the lender upon your express authorization and the lender’s use of that information will be covered by the lender’s privacy policy. If you give us your written consent, your information may be shared with a debit card company so they can consider whether to allow us to offer to you a debit card onto which to receive your refund. If you pay by credit card, your credit card information will be shared with the credit card processing company and subject to their privacy policy. And, if you have given us written consent at the time that we prepared your tax return, we may solicit you for other products or services which we may offer.

Our Commitment

This privacy policy applies to our current and former customers and has been in effect since January 1, 2023. Because privacy is important, we pledge to work with you to protect and safeguard the security of your personal customer information.

Contact Information for Privacy Policy Inquiries:

• Email: info@libretaxservice.com
• Phone Numbers:   +1 (909) 257-7831 or  +1 (562) 925-7100