Privacy Policy

Effective Date: February 4, 2025
Last Updated: February 8, 2025

1. Introduction

1776 Tax, LLC ("Company," "we," "us," or "our") is committed to protecting the privacy and security of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, store, and protect personal information in accordance with federal and state laws, including but not limited to the Internal Revenue Service (IRS) guidelines, Gramm-Leach-Bliley Act (GLBA), Federal Trade Commission (FTC) Safeguards Rule (16 CFR Part 314), Colorado Privacy Act (CPA), and other applicable data protection laws. By using our services, website, and related platforms, you consent to the practices described in this Privacy Policy.

2. Information We Collect

2.1 Personal Information We Collect Directly from You

We collect personal and financial information directly from you when you engage with 1776 Tax, LLC for tax preparation, audit assistance, and financial consulting. This information may include, but is not limited to:

  • Identification Information: Full name, Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), date of birth, driver’s license or state ID number, passport information.

  • Contact Information: Mailing address, email address, phone number.

  • Financial Information: Income details, employment information, tax documents (e.g., W-2s, 1099s), investment records, banking details, deduction claims, and other relevant tax-related financial data.

  • Employment Information: Employer name, employment status, job title, income documentation.

  • Other Tax-Related Information: IRS correspondence, tax payment history, prior tax returns if required for filing purposes.

2.2 Information Collected Automatically

When you visit our website or use our digital platforms, we may automatically collect certain data through cookies, tracking technologies, and third-party analytics tools. This data may include:

  • Internet Protocol (IP) address.

  • Device type, browser information, and operating system.

  • Pages visited, actions taken on our site, and referral sources.

  • Geolocation data, where applicable and legally permitted.

3. How We Use Your Information

1776 Tax, LLC collects and processes personal information solely for the purpose of providing tax-related services, financial consulting, and legal compliance. The primary purposes for processing data include:

  • Tax Preparation and Compliance: To prepare and file tax returns, assist with IRS or state tax agency inquiries, and ensure compliance with applicable tax laws.

  • Audit Support Services: To provide document review and assistance in case of IRS or state audits.

  • Financial and Business Consulting: To provide advisory services for small businesses and non-profits related to tax strategies and financial planning.

  • Client Communication and Service Management: To communicate with clients regarding appointments, tax filings, deadlines, and service updates.

  • Fraud Prevention and Security: To verify identities, prevent fraudulent activities, and ensure the security of our digital and financial systems.

  • Regulatory and Legal Compliance: To fulfill obligations under IRS regulations, federal and state tax laws, and data protection statutes.

  • Marketing and Outreach: To send important updates, newsletters, and service-related information where permitted by law. Clients may opt out of such communications at any time.

4. Data Sharing and Disclosure

1776 Tax, LLC does not sell, rent, or trade personal information to third parties for marketing purposes. We only disclose personal information in the following limited circumstances:

  • IRS and State Tax Agencies: When required to submit tax filings, respond to audits, or comply with tax regulations.

  • Third-Party Service Providers: Secure third-party vendors who assist with secure data storage, payment processing, identity verification, or cloud hosting services. These vendors must adhere to strict data protection standards and contractual confidentiality obligations.

  • Legal and Regulatory Authorities: When required to comply with court orders, subpoenas, IRS requests, or other legal obligations.

  • Client-Authorized Representatives: With your explicit consent, we may share information with accountants, attorneys, or financial advisors you designate.

5. Data Security Measures

We employ rigorous security measures to protect your personal and financial information from unauthorized access, loss, or misuse. These measures include:

  • Encryption: Data is encrypted at rest and in transit using industry-standard encryption protocols.

  • Two-Factor Authentication (2FA): Required for all accounts accessing sensitive client information.

  • Private VPN: Secure internet connection using DuckDuckGo Pro and other encrypted methods.

  • Complex Password Policies: Strong passwords enforced across all internal systems and client portals.

  • Secure Data Backups: Regular encrypted backups with integrity testing.

  • Access Controls: Restricted data access, ensuring that only the necessary personnel (Evan Brown, the sole operator) can access client records.

  • Physical Security: Secure workspace with locked devices and restricted entry to systems storing sensitive client data.

6. Data Retention Policy

1776 Tax, LLC retains personal data only for as long as necessary to fulfill legal, regulatory, and contractual obligations. Retention periods include:

  • Tax Records: Retained for a minimum of seven (7) years from the date of filing, in accordance with IRS best practices.

  • Financial Documents: Retained for compliance with federal and state financial regulations.

  • Legal and Regulatory Compliance: Longer retention may apply if required by law, ongoing legal matters, or investigations.

  • Secure Disposal: When no longer needed, electronic data is permanently deleted, and physical records are securely shredded.

7. Your Rights and Choices

As a client of 1776 Tax, LLC, you have the following rights concerning your personal data:

  • Access: Request access to the personal data we hold about you.

  • Correction: Request correction of inaccurate or incomplete information.

  • Data Portability: Request a copy of your data in a machine-readable format.

  • Deletion: Request deletion of your data when legally permissible.

  • Consent Withdrawal: Withdraw consent for data processing where applicable. To exercise any of these rights, please contact us at evanbrown@1776.tax. We will respond within 30 days, subject to legal obligations.

8. Protection of Children’s Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors. If we discover that data from a minor has been collected without parental consent, it will be deleted immediately.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or technology. Updates will be posted on our website with the "Effective Date" clearly indicated at the top. We encourage you to review this policy regularly.

10. Contact Information

For any inquiries regarding this Privacy Policy, please contact us at:
1776 Tax, LLC
P.O. Box 64 Thornton, CO 80241
Email: Evanbrown@1776.tax
Website: www.1776.tax

By using our services, you acknowledge that you have read, understood, and agreed to this Privacy Policy.