Privacy Policy
Your trust matters. Here is exactly how your personal tax information is collected, used, and protected.
Last updated September 2026
Information We Collect
We collect information you provide directly through our tax intake forms, including your full legal name, mailing address, phone number, email address, Social Security number, filing status, income documents, and dependent information. We may also collect documents you upload or transmit to us for the purpose of preparing your return.
How We Use Your Information
Your information is used solely to prepare, review, and electronically file your federal and state tax returns. We may use your contact details to communicate with you about your return, request missing documents, schedule reviews, and deliver completed filings.
Information Sharing & Disclosure
We do not sell, rent, or trade your personal information. Your data is shared only with the IRS and applicable state taxing authorities as required to file your return, with authorized e-file providers that transmit your return, and with your explicit consent. We comply with IRS Publication 1 and applicable confidentiality rules under IRC §7216.
Data Security
Documents are transmitted through encrypted, password-protected channels and stored in access-controlled systems. Access to your personal and financial data is restricted to the preparer assigned to your return and authorized firm personnel. We employ reasonable technical and organizational safeguards to protect your information.
Information Retention
We retain copies of your filed return and supporting documents for the period required by IRS recordkeeping guidelines and applicable state law. You may request deletion of non-required records at any time, subject to legal retention obligations.
Your Privacy Rights
You may request access to, correction of, or deletion of your personal information, subject to legal and regulatory retention requirements. You may also withdraw consent for electronic communications at any time. To exercise any of these rights, contact us using the details below.
Contacting Us
For privacy questions, document requests, or to exercise your rights, contact Kakeya at kakeya@7eighteenconsultants.com. If we cannot resolve a privacy concern to your satisfaction, you may file a complaint with the appropriate regulator.
This Privacy Policy applies to all tax preparation services provided by Jennifer in partnership with 7eighteen Consultants. By submitting your information, you acknowledge that you have read and understood this policy.