Privacy Policy

Your privacy and security is important to us.

We highly value your trust and confidence in us, and we want to assure you that your personal information is kept confidential. Our team adheres to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.

Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding privacy of client information. Financial 1 Tax continues to adhere to professional standards of confidentiality that are even more stringent than those required by law. We have always protected the security and privacy of your personal and financial information.

Types of Nonpublic Personal Information We Collect

The only nonpublic personal information we collect is provided to us by you or obtained with your authorization.

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees, or, in limited situations, to unrelated third parties who need that information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Clients’ Information

We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Contact Forms, Payment Forms and Other Web Services

Protecting your privacy is our priority, and we use web forms on this site for the purpose of communicating with you easily, keeping our correspondence and transactions more organized, and collecting payments. These forms are optional and for your convenience.

We store user input data sent through the contact forms on this website, along with meta information about the submissions, including the time stamp, the origin IP address, and the user agent (browser).

Also, third party services may collect information about website visitors when processing these forms, including:

  • Payment processor — as required to complete the transaction,
  • Akismet — to filter spam from forms,
  • Jetpack — for web statistics,
  • Google reCAPTCHA — to prevent spam and other protections,
  • Google Analytics — for web statistics (see below for details and policy links).

The information is sent as email messages that only a select few are allowed to access. The information is also stored in the database on our hosting server for backup and later reference purposes. We don’t set a particular time limit on storing information because we need it for future reference. If you want your information to be removed from our database, please contact us. We will remove it anytime there are concerns about your privacy.

We do not share the information with other parties, except when necessary to run the website as described here.

Google Analytics and Spam Protection

We use Google Analytics to log when users view specific pages or take specific actions on a website. This allows us to provide a better user experience on the website. We also use Google’s reCAPTCHA service to prevent spam and protect the site.

For important details with how these Google services work, please visit these links: Google Privacy Policy | Google Terms of Service.

What if You Become a Former Client?

Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.

Changes and Questions

We make changes to our policies from time to time, and provide updates on this page when necessary.

If you have further questions about our policies, please contact us by letter, phone, email, or by our web form all provided on our Contact page.

Financial 1 Tax
8850 Columbia 100 Parkway, Suite 403,
Columbia, MD 21045
(410) 908-9293

Latest update: May 10, 2024