Last updated: June 6, 2025
At Future Solutions Consulting (the “Site,” “we,” “our,” or “us”), we value your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information when you visit our website or use our services, including tax preparation and financial consulting.
1. Information We Collect
We collect personal information to provide our services, fulfill legal and contractual obligations, and enhance your experience. This includes:
Device Information
Examples: IP address, browser type, time zone, pages viewed, and interaction data.
Purpose: To operate and improve the Site’s functionality.
Source: Collected automatically through cookies, tags, and log files.
Shared with: Shopify (our e-commerce platform, if applicable).
Order/Service Information
Examples: Name, billing/shipping address, payment details, email address, phone number.
Purpose: To process payments, deliver services, manage appointments, and send order confirmations.
Source: Provided by you.
Shared with: Shopify, secure payment processors, and service-related vendors.
2. Tax Preparation Policies
As a provider of tax preparation services, we collect and process sensitive financial information to comply with IRS regulations and ensure accurate filing.
Information Collected for Tax Services
Social Security numbers
Employer and income information (e.g., W-2s, 1099s)
Banking information for refunds/direct deposit
Prior-year tax documents
Identification documents (e.g., driver’s license, passport)
Purpose of Collection
To prepare and file tax returns in compliance with federal, state, and local tax laws
To verify your identity
To provide IRS representation if authorized
To maintain accurate records for audit and compliance purposes
Security and Confidentiality
All tax-related information is stored securely with encryption and access controls.
Only authorized personnel have access to your tax documents.
We will never disclose your tax information to third parties without your written consent, unless required by law (e.g., IRS audit, subpoena).
Retention
We retain tax records in accordance with IRS guidelines (typically 3 to 7 years), unless you request earlier deletion, where permissible.
3. Minors
We do not knowingly collect data from individuals under 18. If you believe a minor has provided us with personal information, contact us to request deletion.
4. How We Share Your Information
We share your data only with trusted third parties necessary to provide our services:
Shopify (if applicable)
Payment processors
IRS-authorized e-filing services
Cloud storage providers with secure data encryption
Legal and regulatory authorities, if required
5. Use of Your Information
We use your personal information to:
Deliver financial and tax-related services
Communicate with you
Process payments and refunds
Maintain compliance with tax laws and industry standards
Send service updates or promotional offers (if opted-in)
6. Legal Bases for Processing (EEA Residents)
If you are located in the EEA, we process your personal information based on:
Your consent
Contract performance
Legal obligations (e.g., tax compliance)
Legitimate interests that don’t override your rights
7. Data Retention
We retain your information as long as necessary to fulfill our services, comply with legal obligations, and resolve disputes. For tax records, this is typically a minimum of 3 years.
8. Automated Decision-Making
We do not use automated decision-making or profiling in ways that have legal or significant effects on users.
9. Your Rights
EEA (GDPR) Rights
You may request access, correction, deletion, or transfer of your personal information. Contact us using the information below.
California (CCPA) Rights
California residents may request:
Access to personal data
Deletion of personal data
Disclosure of data shared with third parties
To exercise these rights or authorize an agent, contact us below.
10. Do Not Track Signals
We do not alter our data collection practices in response to “Do Not Track” signals due to a lack of uniform standards.
11. Policy Updates
We may update this Privacy Policy to reflect changes in our services or legal requirements. Revisions will be posted here with an updated effective date.
12. Contact Us
If you have any questions, concerns, or requests regarding your privacy or our tax preparation policies, please contact us by email at opendoors@futuresolutionsconsulting.com