This policy explains how Infinity Tax Services LLC (“Infinity,” “we,” “us,” or “our”) handles information collected through this website, enrollment processes, program communications, and related services. Separate tax-preparation privacy notices, consents, and security procedures may also apply when taxpayer information is collected for return preparation.
1. Information We May Collect
Depending on how you interact with us, we may collect your name, email address, telephone number, mailing address, business information, PTIN or EFIN-related enrollment information, program selections, signed agreements, communications with us, and other information you voluntarily provide.
Payment information is processed by our payment processor, such as Stripe. We may receive transaction details such as payment status, amount, purchaser name, email address, and transaction identifiers, but we do not intentionally store full payment-card numbers on this website.
Our website host and service providers may automatically receive technical information such as IP address, browser type, device information, referring pages, access times, and basic server logs.
2. Tax Return and Financial Information
If you become a tax-preparation client or provide taxpayer information through an approved tax-preparation system, that information is handled separately from this public sales page. We use and disclose tax return information only as permitted by applicable law, authorized consent, and legitimate tax-preparation operations.
3. How We Use Information
- to process enrollment and payments;
- to deliver software access, training, mentorship, support, and program resources;
- to prepare and administer agreements and onboarding;
- to communicate about programs, services, compliance, scheduling, and support;
- to maintain security, prevent fraud, troubleshoot systems, and protect our business and customers;
- to comply with legal, regulatory, tax, banking, and recordkeeping obligations; and
- to improve our website, programs, and customer experience.
4. How We Share Information
We may share information with service providers that help us operate, including payment processors, tax software providers, CRM providers, electronic-signature providers, website hosting providers, communications vendors, professional advisers, and other contractors acting for legitimate business purposes. We may also disclose information when required by law, legal process, regulators, law enforcement, or to protect rights, safety, security, and prevent fraud.
We do not sell taxpayer return information. Any use or disclosure of tax return information is subject to applicable federal tax-preparer rules and required taxpayer consent where applicable.
5. Cookies and Similar Technologies
This website or third-party services used with it may use cookies, server logs, or similar technologies for essential functionality, security, performance, and analytics. Your browser may allow you to limit or block cookies.
6. Data Security
We use reasonable administrative, technical, and physical safeguards appropriate to the nature of the information we handle. No online system can be guaranteed to be completely secure. Tax-preparation operations are subject to additional information-security requirements and procedures.
7. Data Retention
We retain information for as long as reasonably necessary to provide services, administer programs and contracts, satisfy tax and accounting requirements, resolve disputes, enforce agreements, meet legal obligations, and protect legitimate business interests.
8. Your Choices
You may contact us to request correction of contact information or to ask questions about our privacy practices. Certain information may need to be retained where required for legal, tax, security, contract, or compliance purposes.
9. Mississippi Residents and Security Incidents
If a security incident affects personal information and notification is required by applicable Mississippi law, we will provide notice in accordance with applicable legal requirements.
10. Other State Privacy Rights
Residents of states that provide additional privacy rights may submit a request using the contact information below. We will evaluate requests based on the law that applies to Infinity Tax Services LLC and the individual request.
11. Children
Our professional tax and business programs are not directed to children under 13, and we do not knowingly collect personal information from children through this sales website.
12. Third-Party Links
This website may link to third-party services such as payment, electronic-signature, software, or social-media platforms. Their privacy practices are governed by their own policies.
13. Changes to This Policy
We may update this policy when our services, vendors, or legal obligations change. The effective date at the top of this page will show the latest revision.
14. Contact Us
Infinity Tax Services LLC
Indianola, Mississippi
Email: hello@filewithinfinity.com