TPT TAX

Financial Privacy Center

Privacy Policy

Last Updated: June 15, 2026

Top Priority Tax Services is committed to protecting the privacy of your sensitive financial and personal information. We comply with the Gramm-Leach-Bliley Act (GLBA) and the FTC Safeguards Rule for financial privacy protection.

Federal Security Standard

256-bit data encryption & secure hybrid environments in compliance with GLBA rules.

No Third-Party Sharing

We never share, lease, or sell taxpayer data to any marketing affiliates or third parties.

01. Information We Collect

In order to perform professional tax preparation services, we collect Non-Public Personal Information (NPI) and financial data, including:

  • **Identifiers**: Name, Social Security Numbers (SSN), Individual Taxpayer Identification Numbers (ITIN), Date of Birth, address, email, and dependent information.
  • **Financial & Tax Documents**: W-2s, 1099s (investments, interest, self-employment), mortgage statements, tuition bills, and other deduction-related receipts.
  • **Payment & Bank Info**: Credit card details (processed securely) and bank account numbers for Direct Deposit tax refunds.

02. Use of Information

All personal information is utilized strictly to formulate tax computations, prepare tax returns under US Internal Revenue Code regulations, and communicate details or request missing files from you.

03. Disclosure of Information

We do not disclose NPI to third parties except as authorized by you to perform the services (e.g., electronic filing to the IRS and state taxing authorities) or when strictly required under federal law or legal subpoenas.

04. Security Measures

We implement technical Safeguards to secure your data. All file transmissions are protected by SSL/TLS, and uploaded files on Google Cloud Storage are encrypted at rest with AES-256 algorithms. Access is strictly controlled via role permissions.

05. Federal Record Retention Requirements

Under IRS **IRC Section 6107**, tax preparers are required to retain copies of prepared tax returns for **at least 3 years** after filing. Consequently, compiled tax documents and client profiles cannot be instantly purged upon deletion request if they fall within this legal retention window. These records are automatically vaporized once the 3-year mandate expires.