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Privacy Policy

Last Updated: February 10, 2026

Introduction

The Legacy Vault ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation services and client portal.

Information We Collect

Personal Information

We collect personal information you provide to us, including:

  • Full name, date of birth, and contact information
  • Social Security Number and tax identification numbers
  • Employment and income information
  • Banking and financial account information
  • Dependent and spouse information (if applicable)
  • Documentation such as W-2s, 1099s, and identification

Usage Information

We automatically collect certain information when you access our client portal:

  • Portal access logs and timestamps
  • Document upload and download activity
  • Communication history with tax professionals
  • Device and browser information

How We Use Your Information

We use your information solely for the following purposes:

  • Preparing and filing your federal and state tax returns
  • Communicating with you about your tax return status
  • Providing secure access to your client portal
  • Maintaining records as required by law
  • Complying with IRS and state tax authority requirements
  • Improving our services and client experience

We do NOT use your information for marketing purposes without your explicit consent.

Data Security

We implement industry-standard security measures to protect your information:

  • Encrypted data transmission (SSL/TLS)
  • Secure cloud storage with access controls
  • Regular security audits and updates
  • Staff training on data protection protocols
  • Multi-factor authentication for portal access

⚠️ Important: While we implement strong security measures, no method of electronic storage is 100% secure. We cannot guarantee absolute security but commit to using reasonable safeguards.

Information Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

  • With the IRS and State Tax Agencies: As required for filing your tax returns
  • With Service Providers: Third-party tax software and secure storage providers who assist in our operations
  • Legal Requirements: When required by law, court order, or government request
  • With Your Consent: When you explicitly authorize us to share information

Data Retention

We retain your tax records and personal information for:

  • Active Records: A minimum of 3 years from the date of filing
  • IRS Compliance: Up to 7 years as recommended by the IRS
  • Legal Requirements: Longer if required by applicable laws

You are responsible for maintaining your own copies of original documents and records.

Your Rights

You have the right to:

  • Access your personal information we hold
  • Request corrections to inaccurate information
  • Request deletion of your information (subject to legal retention requirements)
  • Withdraw consent for data processing (where applicable)
  • Receive a copy of your tax documents

Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children except as dependent information required for tax filing purposes.

Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of any material changes by posting the new policy on our website and updating the "Last Updated" date. Your continued use of our services after changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

The Legacy Vault

Email: privacy@thelegacyvault.com

Response time: Within 5 business days

By using The Legacy Vault's services, you acknowledge that you have read and understood this Privacy Policy.