Privacy Policy
(Virtual Tax Preparation Office)
Last Update: 12/22/2025
This Privacy Policy explains how
ConnecTechSolutions, LLC ("we", "us", or "our")
collects, uses, protects, and shares information when you visit our website or
use our 100% online tax preparation services
This Policy applies to: (a) our website and
online forms; (b) remote communications (video calls, email, phone, SMS); and
(c) our client portal and document exchange workflows powered by
MyTaxPrepOffice / MyTAXPortal.
Depending on your situation, we may collect:
- Identify and contact information ( name, address, phone, email, date of birth).
- Tax information (SSN/ITIN, dependents, income forma such as W-2/1099, deductions, credits, and e-file related data).
- Documents you provide (PDFs, images, statements, prior-year returns, IDs, etc.).
- Payment and billing information (only as needed to process fees; payments may be handled by a third-party processor).
- Communications and support information ( messages, emails, call notes, and portal messages).
- Technical information (such as IP address, device/browser information, and site analytics/cookies if enabled).
We use your information to:
- Prepare, review, and electronically file (e-file) your federal and/or state tax returns.
- Verify identity, communicate with you, and request missing items.
- Manage Authorizations, acknowledgments, and electronic signatures when applicable.
- Provide customer support and maintain service records.
- Bill and collect fees, and maintain internal administrative records.
- Comply with legal, regulatory, and security obligations.
Tax return information is subject to special
protections. We do not sell your tax return information
In general, we do not disclose or use your tax
return information for purposes other than tax preparation and related services
unless: (a) the law permits it; and/or (b) you provide a valid written consent
when required. If a specific consent is needed, we will present it separately
with clear purpose and scope
We may share information only as necessary to
provide services, for example with.
- MyTaxPrepOffice / MyTAXPortal (client portal and secure document exchange).
- E-file and transmission partners involved in filing workflows.
- Electronic signature and identify verification providers when used.
- Payment processors for billing and collections.
- Government agencies or regulators when required by law (e.g., IRS or state authorities).
We use reasonable administrative, technical, and physical safeguards designed to protect personal and tax information. Examples include access controls, secure portal workflows, and limiting access to those who need the information to perform services.
No security method is 100% secure. However, we continuously work to reduce risk and follow best practices appropriate for a tax preparation business.
We retain information only for as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.
You may request access to or correction of certain personal information. Depending on the nature of the data and legal requirements, we may need to retain certain records.
To submit a request, contact us using the information in the Contact section.
If a security incident occurs, we will follow an incident response process and, when applicable, provide notifications consistent with applicable law and contractual obligations.
Our website may use cookies that are essential for functionality. If analytics tools are enabled, they may collect usage data to help us improve the website. You can manage cookies through your browser settings.
Our services are not directed to children under 13. If you believe a child provided us information by mistake, contact us so we can address it.
We may update this Policy from time to time. The current version will be posted on our website with an updated date.
ConnecTechSolutions, LLC | Email: info@connectechsolutions.com | Phone: (432) 233-3500 | Service Area: Remote/Online (U.S.) | Address: XX | Client Portal: XX .