Legal

Privacy Notice

Your tax information is among the most sensitive data there is. This notice explains, in plain English, how your nonpublic personal information is collected, used, shared, and protected.

Provided under the Gramm-Leach-Bliley Act (GLBA) · Effective date: 7/15/2026 · Applies to current and former clients

What we collect

To prepare and file your return we collect the information tax preparation requires: your name, contact details, date of birth, Social Security number, filing and dependent information, income documents (W-2s, 1099s, and similar forms), prior-year returns you provide, and the bank account you choose for your refund or any balance due.

How we use it

We use your information for exactly one purpose: preparing, reviewing, and e-filing your tax return and servicing your engagement (including collecting your preparation fee and communicating with you about your return). We do not use your tax return information for marketing.

How we share it

We never sell your information, and no outside company prepares your return. We prepare, review, and e-file your return within our own secure, IRS-authorized system, and your information is handled only by: our secure hosting provider, which stores your information on our behalf under strict confidentiality and security obligations; our automated document-reading technology, which — with your consent under IRC §7216 — processes the documents you upload through a U.S.-based AI service provider bound to confidentiality (your preparer reads them manually if you decline, at the same fee); our payment processor, which handles your card details directly (we never see or store card numbers); and the IRS and your state tax agency, to which we transmit your return directly through our own IRS-approved e-file software. We also disclose information when the law requires it.

Sharing with affiliates

We do not share your nonpublic personal information with our affiliates.

Your right to opt out

Because we share your information only with the service providers who help prepare and file your return, only as needed to complete your engagement, and only as required by law, and because we never sell it, federal law does not require us to offer an opt-out, and there is no such sharing for you to opt out of. If we ever proposed to share your information with a nonaffiliated third party for any other purpose, we would notify you first and give you the right to opt out.

How we protect it

Your documents and identifiers are encrypted in transit and at rest; your Social Security number and bank details carry an additional layer of application-level encryption and are only ever displayed as the last four digits. Every access to your files and tax data is written to a tamper-evident audit log, uploads are malware-scanned, and access follows least-privilege: only you and the staff working your return can see your information.

How long we keep it

We retain your tax return records and related workpapers for seven years — longer than the three-year minimum required of paid preparers (IRC §6107; Form 8879 retention rules). We keep them this long to cover the standard IRS assessment period, the longer period that applies when income is substantially understated, and Arizona's assessment period. After the retention period, records are securely destroyed. We apply the same privacy and security practices to information about our former clients.

When you receive this notice

We provide this notice when you become a client. Because we limit sharing to the purposes described above and do not sell your information, we are not required to resend it every year; we will provide an updated notice if our privacy practices change.

Your choices

You may review or update your profile information in your portal at any time. Questions about this notice, or a request about your information? Contact us at (520) 303-7210 or at Hailey@ggtaxaz.com and a human will respond.