Robinson Tax & Business Service, LLC ("we," "us," or "our") respects your privacy. This policy explains what information we collect through www.robinsontaxservice.org, our client portal, and our services, and how we use and protect it. We do not sell your personal information.

Information we collect

• Contact information: your name, email address, phone number, and mailing address when you fill out a form, call, text, email, fax, or visit our office.

• Tax and financial information: Social Security or ITIN numbers, dates of birth, income documents (W-2s, 1099s), business records, dependent information, prior returns, and bank account details for refunds or payments.

• Documents you upload: files you submit through our secure client portal (TaxDome) or bring to us in person.

• Website information: basic data such as browser type, pages visited, and cookies, collected automatically by our website platform (Wix).

How we use your information

• To prepare, review, and file your tax returns and related forms

• To provide bookkeeping, tax planning, tax resolution, and business services

• To schedule appointments and communicate with you by phone, email, or text

• To process payments and refunds

• To meet legal, regulatory, and recordkeeping requirements

Tax return information

As a paid tax preparer, we follow Internal Revenue Code Section 7216. We will not use or disclose your tax return information for any purpose other than preparing your return unless you give us written consent or the law permits it.

Who we share information with

We share information only as needed to serve you:

• Government agencies: the IRS and state or local tax agencies when filing returns or resolving tax matters.

• Service providers: tax software, e-file transmitters, our client portal, payment processors, and, if you choose one, refund transfer or bank product providers. These providers must protect your information.

• Legal requirements: when required by law, subpoena, or court order.

We do not sell, rent, or trade your personal information.

Text messaging (SMS) privacy (see our SMS terms policy)

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. Information may be shared with service providers only to deliver our messages to you. See our SMS Terms & Conditions for details.

How we protect your information

We keep a written information security plan as required by the FTC Safeguards Rule under the Gramm-Leach-Bliley Act. Our safeguards include an encrypted client portal, password-protected and multi-factor-protected systems, limited staff access, and secure storage and disposal of paper records. No system is perfectly secure, but we work to protect your information at every step.

How long we keep information

We keep client records for at least three years after a return is filed, as the IRS requires, and longer when needed for business, legal, or tax resolution purposes. Records are then securely destroyed.

Your choices

• Ask to see or correct the information we hold about you.

• Opt out of marketing emails using the unsubscribe link.

• Stop text messages at any time by replying STOP.

• Set your browser to refuse cookies; parts of the site may not work as expected.

Children's privacy

Our website is not directed to children under 13, and we do not knowingly collect information from them online. We collect dependents' information only from a parent or guardian for tax filing purposes.

Links to other websites

Our site may link to outside websites, such as the IRS. We are not responsible for their privacy practices.

Changes to this policy

We may update this policy from time to time. The effective date above shows when it last changed.

Contact us

Robinson Tax & Business Service, LLC PO Box 2962, Baltimore, MD 21229 Phone: 410-541-6769 · Fax: 866-252-9240 Email: robinsontax1040@gmail.com