Flow Tax Solutions Privacy Policy

Effective Date: 08/01/2025
Last Updated: 09/24/2025

Flow Tax Solutions (“Company,” “we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with us, including through our website, booking forms, communications, and services.

1. Information We Collect

We may collect the following types of information:

• Personal Information: Name, phone number, email address, mailing address, date of birth, Social Security number, driver’s license, financial records, tax documents.

• Communication Information: Records of email, SMS, phone calls, or other messages exchanged with us.

• Technical Information: IP address, browser type, operating system, and usage data when you visit our website or online portals.

• Consent Information: Your preferences regarding how we may contact you (email, SMS, phone).

2. How We Use Your Information

We use your information to:

• Provide tax strategy, preparation, and consultation services

• Communicate with you about appointments, reminders, updates, and services

• Maintain accurate records for compliance with IRS and state tax authorities

• Improve our services, systems, and customer experience

• Meet legal and regulatory obligations

3. Sharing of Information

We do not sell your personal information. We may share it only in the following situations:

• With your consent or as directed by you

• With service providers who assist in delivering our services (e.g., secure cloud storage, communication platforms) under strict confidentiality agreements

• As required by law (IRS, state tax authorities, court orders, legal investigations)

• Business transfers (in case of merger, acquisition, or restructuring)

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, or misuse. However, no electronic system is 100% secure, and we cannot guarantee absolute security.

5. Your Privacy Rights

Colorado Privacy Act (CPA)

As a Colorado-based company, you have the right to:

• Access, correct, or delete your personal information

• Opt out of targeted advertising or the sale of personal data (we do not sell data)

• Request a copy of your personal information in a portable format

Minnesota Consumer Protections

Minnesota residents have additional protections under state law to safeguard personal and financial information. We comply with Minnesota statutes related to tax preparer conduct, client confidentiality, and data handling.

To exercise your rights, contact us at [Insert Company Email] or call [Insert Phone Number].

6. Retention of Information

We retain personal information as long as necessary to provide services, comply with IRS/state retention requirements, and resolve disputes.

7. Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect information from them.

8. Third-Party Links

Our website or communications may contain links to third-party sites. We are not responsible for their privacy practices.

9. Updates to This Policy

We may update this Privacy Policy from time to time. The latest version will always be posted on our website with the “Last Updated” date.

10. Contact Us

If you have questions or concerns about this Privacy Policy or your personal information, please contact us at:

Flow Tax Solutions, LLC

Email: info@flowtaxsolutions.com
Phone: 719-229-6742