Do not send Social Security numbers, bank information, passwords or sensitive tax documents by text, ordinary email or a general inquiry form. Use Allegiant's document-upload process only when Kyle requests it.
1. Scope of this policy
This Privacy Policy applies to the Allegiant Tax Preparation website, service-request forms, tax organizers, bookkeeping and payroll inquiry forms, document-upload process and direct business communications.
An engagement letter, consent form or other written client agreement may contain additional terms for a particular service. Third-party websites and services have their own privacy practices.
2. Information Allegiant may collect
Contact and inquiry information
This may include your name, business name, email address, telephone number, preferred contact method, service interests and the details you choose to provide about your situation.
Client and tax-service information
If you move forward with a service, Allegiant may collect information needed to evaluate or perform that service. Depending on the engagement, this may include tax, income, expense, bookkeeping, payroll, dependent, entity, filing-status, notice and prior-return information.
Documents and communications
Allegiant may receive documents you upload after being directed to the document-upload form, along with emails, text messages, telephone-call notes and other communications related to your request or engagement.
Technical information
This website does not currently run Allegiant-controlled advertising or behavioral-analytics tools. The website host, font provider and linked services may receive ordinary technical information such as IP address, browser type, device information, pages requested and timestamps under their own policies.
3. How information is used
Allegiant may use information to:
- Respond to inquiries and identify an appropriate next step.
- Evaluate, price, establish and perform requested services.
- Prepare or support tax returns, bookkeeping, payroll, notice reviews and tax-planning work.
- Communicate about documents, deadlines, appointments, billing and service status.
- Maintain business, security, compliance and recordkeeping processes.
- Protect Allegiant, its clients and others from fraud, misuse or security threats.
- Comply with applicable law, professional obligations and valid legal requests.
Tax return information
Tax return information is subject to special confidentiality and use restrictions. Allegiant intends to use or disclose that information only for permitted tax-preparation and related purposes, with client consent when required, or as otherwise authorized or required by law.
5. Security and retention
Allegiant uses administrative, technical and physical measures intended to protect personal information in light of the sensitivity of the information and the size and nature of the practice. No website, email system, text message, cloud service or transmission method can be guaranteed completely secure.
Information is retained for as long as reasonably necessary to provide services, maintain business and tax records, meet legal or professional obligations, resolve disputes and protect legitimate interests. Retention periods can vary by record type and engagement.
6. Your choices and responsibilities
You may ask Allegiant to correct your contact information or discuss deletion of inquiry information that is no longer needed. Some records may need to be retained for legal, tax, security, insurance or professional reasons.
Please provide accurate information, use the form intended for your situation and follow instructions about where to send documents. Website inquiry forms are intended for adults. Information about dependents should be provided only when needed for an accepted client engagement and through the process Kyle identifies.
7. Changes to this policy
Allegiant may update this policy as services, technology or legal requirements change. The revised policy will be posted here with a new effective date.
8. Contact Allegiant
Questions or requests concerning this policy may be sent to:
Allegiant Tax Preparation
North Muskegon, Michigan
allegianttaxprep@gmail.com
Text (616) 541-5158