Z & Y Tax Services LLC
Effective Date: May 30, 2026
At Z & Y Tax Services, we value your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your information when you use our website or services.
Information We Collect
We may collect the following information:
Full name
Phone number
Email address
Mailing address
Date of birth
Social Security Number
Driver’s license or ID information
Tax documents and financial records
Banking information for direct deposit
IP address and browser/device information
How We Use Your Information
Your information may be used to:
Prepare and file tax returns
Verify your identity
Communicate regarding your tax services
Process payments
Send appointment reminders or updates
Improve our website and services
Comply with IRS and legal requirements
Information Sharing
We do not sell or rent your personal information.
We may share information only when necessary with:
IRS and state tax agencies
Banking partners for refund processing
Secure software providers used for tax preparation
Legal authorities if required by law
Data Security
We use secure systems and reasonable safeguards to protect your personal information from unauthorized access, misuse, or disclosure.
However, no online transmission or storage system can be guaranteed 100% secure.
Record Retention
Client tax records and documents may be retained for up to 7 years in accordance with industry and IRS compliance standards.
Cookies & Tracking
Our website may use cookies and analytics tools to improve user experience and website performance.
You can disable cookies through your browser settings.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.
Your Rights
You may request to:
Review your personal information
Update incorrect information
Request deletion of non-required records
Opt out of marketing communications
Contact Information
Z & Y Tax Services LLC
Email: [email protected]
Phone: (616) 422-5126
Website: zytaxservices.com