Privacy Policy
Effective Date: January 1, 2026
Ellison & Associates Tax Service LLC
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Introduction
Ellison & Associates Tax Service LLC (“we,” “our,” or “us”) is committed to maintaining the highest standards of confidentiality and data protection for our clients. This Privacy Policy outlines how we collect, use, disclose, and safeguard personal and financial information across all services, including tax preparation, payroll processing, and bookkeeping.
Scope
This policy applies to all individuals and businesses who engage our services or interact with our firm through our website, mobile applications, secure portals, email communications, or virtual platforms.
Information We Collect
We may collect the following categories of information:
Tax Preparation
• Full name, address, phone number, email
• Social Security numbers, tax identification numbers
• Income, deductions, credits, and other financial data
• Tax documents (W-2s, 1099s, 1098s, etc.)
• Banking information for direct deposit or payment
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Payroll Services
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• Employee names, addresses, Social Security numbers
• Compensation details, hours worked, benefits, deductions
• Employer identification numbers and tax filing credentials
• Direct deposit information and payroll schedules
Bookkeeping Services
• Business financial statements and transaction records
• Vendor and customer account details
• Bank account and reconciliation data
• Invoices, receipts, and expense documentation
How We Use Your Information
We use your information solely to deliver professional services, including:
• Preparing and filing tax returns
• Processing payroll and issuing employee payments
• Managing bookkeeping and financial reporting • Communicating with you regarding your account
• Responding to IRS or state agency inquiries
• Complying with legal and regulatory obligations
Information Sharing and Disclosure
We do not sell, rent, or trade your personal information. We may share your information only under the following circumstances: • With your explicit consent • With authorized third-party providers who assist in secure document handling, payroll processing, or accounting software integration • As required by law, regulation, or court order • To comply with IRS, state tax authorities, or labor agencies
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Data Security
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We implement industry-standard security protocols to protect your data:
• Encrypted document upload portals
• Password-protected systems and multi-factor authentication
• Secure payroll and accounting software integrations
• Restricted access to sensitive client files
• Regular system updates and firewall protection
Retention of Records
We retain client records in accordance with IRS, Department of Labor, and accounting standards. Records are securely stored and disposed of when no longer required.
Your Rights
You have the right to:
• Access your personal information
• Request corrections or updates
• Withdraw consent for certain uses
• Request deletion of your data, subject to legal retention requirements
Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors without the knowledge or consent of parent or guardian.
Changes to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on our website with the revised effective date.
Contact Us
For questions or concerns about this Privacy Policy or how your information is handled, please contact:
Ellison & Associates Tax Service LLC
Phone: (404) 431-6635
Email: ellisonassoc@gmail.com