INFINITY TAX & INSURANCE

Privacy Policy

Your Privacy Matters to Us

Effective date: November 1, 2024

LEGAL PRIVACY FRAMEWORK

Our Privacy Practices

Please review the nine comprehensive clauses governing data handling, protection protocols, and SMS compliance standards at Infinity Tax & Insurance.

1. Introduction & Overview

Infinity Tax & Insurance is committed to maintaining the highest level of confidentiality and privacy regarding your personal and financial information. This Privacy Policy details how we collect, safeguard, and process your data across our tax preparation, accounting, and insurance advisory services.

2. Information We Collect

To deliver accurate compliance, tax filing, and insurance underwriting services, we collect relevant personal and financial information directly from you:

  • Identity records including full name, birth date, Social Security Number (SSN), or Individual Taxpayer Identification Number (ITIN)
  • Contact channels including legal billing address, verified email, and authorized mobile telephone number
  • Financial records including income declarations, W-2/1099 filings, investment balances, deduction receipts, and banking details
  • Insurance portfolio records including existing policy coverage details, asset valuations, and beneficiary declarations

3. How We Use Information

Information gathered is used exclusively for professional and legal objectives directly tied to your requested client engagement:

  • Preparing, reviewing, and electronically filing federal, state, and municipal tax returns
  • Securing competitive insurance policy quotes, bound coverage, and continuous policy administration
  • Confirming client identity to prevent fraud and ensure compliance with Treasury and IRS Circular 230 guidelines
  • Transmitting critical account notices, appointment updates, and time-sensitive tax deadline alerts

4. Information Sharing & Disclosure

We do NOT sell, rent, or trade your personal or financial data to outside commercial marketers. Information is disclosed strictly under controlled professional conditions:

  • Government tax entities (IRS and corresponding state departments of revenue) for mandated tax submission
  • Licensed insurance carriers and managing underwriters solely to bind and quote requested insurance contracts
  • Encrypted technological service vendors operating under binding confidentiality and data protection agreements
  • Legal and law enforcement authorities when formally compelled through valid subpoena or statutory obligation

5. SMS Communications & Messaging Terms

By opting into our text notification program, you authorize Infinity Tax & Insurance to deliver service-related messages directly to your mobile device. Text messaging is used solely to provide consultation reminders, missing document requests, tax filing confirmation alerts, and policy status updates. Message frequency varies based on engagement. Message and data rates may apply. You may reply STOP at any moment to cancel, or HELP for assistance.

6. SMS Privacy & Carrier Compliance

Strict Strict Mobile Carrier Protection Notice: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties under any circumstances. Wireless telecommunication carriers are not liable for delayed or undelivered messages.

7. Data Security & Storage

We safeguard your records using physical, administrative, and technological defense layers adhering strictly to NIST cybersecurity standards and IRS Publication 4557 guidelines:

  • AES-256 bit end-to-end encryption for stored records and TLS 1.3 transport security for all electronic transmission
  • Mandatory multi-factor authentication (MFA) protocols enforced for all professional staff workstations and client portals
  • Rigorous physical access restrictions and fireproof document vaults within our corporate office premises
  • Statutory archival retention periods governed by IRS and state insurance commissioner guidelines

8. Your Privacy Rights & Choices

You retain distinct rights regarding the personal and financial information maintained within our systems. Depending on applicable jurisdictional laws, you may exercise the following prerogatives:

  • Right to inspect and obtain verified copies of your submitted client documentation and historical tax returns
  • Right to request prompt rectification of inaccurate, outdated, or incomplete records on file
  • Right to withdraw consent from non-essential promotional correspondence and SMS updates at any time
  • Right to request data erasure subject to mandatory tax compliance record-keeping requirements

9. Policy Updates & Inquiries

Infinity Tax & Insurance periodically updates this Privacy Policy to reflect changing federal regulations, IRS notices, and internal security upgrades. The revision date at the head of this document signals the latest publication. Continued engagement with our services constitutes acknowledgment of our amended terms. For inquiries regarding our privacy standards, please refer to the dedicated contact channels provided below.

PRIVACY INQUIRIES & COMPLIANCE

Contact Information

If you have questions, verification requests, or concerns regarding your personal data rights under this policy, contact our dedicated privacy officers through any channel below.

PHONE INQUIRIES

912-655-0509

Monday - Friday:

8:00 AM - 5:00 PM EST
Direct toll-free verification line

EMAIL INQUIRIES

Secure, encrypted compliance inbox.
Guaranteed response in 24-48 business hours.

BUSINESS ADDRESS

7505 Waters Ave, Suite E9

Savannah Ga 31405
Attn: Infinity Tax & Insurance

Infinity Tax & Insurance strictly maintains data confidentiality. Mobile numbers and opt-in consent collected for communications will never be sold or shared with third parties for marketing purposes.