Privacy Policy

Your privacy is important to us

Effective Date: January 1, 2026

AMFarmer Tax Services ("we," "us," or "our") 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 or visit our website.

Information We Collect

We may collect the following types of information:

Information Collected Through Our Website Contact Form

When you submit an inquiry through our website contact form, we collect the following:

  • Full Name
  • Email Address
  • Phone Number (optional)
  • Preferred Contact Method (Call, Text, or Email)
  • Client Type (Individual or Business)
  • Message Content (any details you choose to provide)

This information is collected solely to respond to your inquiry and schedule tax preparation services. It is not sold, shared with third parties for marketing purposes, or used for any purpose other than communicating with you about the services you requested.

Information Collected for Tax Preparation Services

When you engage us for tax preparation, we may collect:

  • Personal Identification: Name, address, phone number, email address, Social Security numbers, date of birth, and other identification information necessary for tax preparation.
  • Financial Information: Income statements (W-2s, 1099s), deduction records, bank account information (for direct deposit of refunds), and other financial documents.

Website Usage Data

We may automatically collect standard website usage data, including browser type, IP address, pages visited, and referring URLs. This data helps us improve website functionality and is not linked to your personal identity.

How We Use Your Information

We use the information we collect for the following purposes:

  • To respond to inquiries submitted through our contact form
  • To schedule and conduct tax preparation consultations
  • To prepare and file your federal and state tax returns
  • To communicate with you about the status of your return
  • To process refund advance applications, if requested (through third-party lenders, with your consent)
  • To comply with legal and regulatory requirements, including IRS regulations
  • To improve our services and website experience

How We Protect Your Information

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes:

  • Secure electronic filing through IRS-approved systems
  • Secure storage of physical and electronic records
  • Limited access to personal information on a need-to-know basis
  • Regular review of our security practices

Information Sharing

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

  • IRS and Tax Authorities: As necessary to file your tax returns
  • Third-Party Lenders: Only if you apply for a refund advance and provide your consent. Eligibility and terms are determined entirely by the lender.
  • Legal Requirements: When required by law, regulation, or legal process

Data Retention

We retain your tax records and personal information for the period required by IRS regulations and applicable law, typically a minimum of three years from the date of filing. Contact form submissions are retained only as long as needed to respond to your inquiry and for reasonable record-keeping. After the applicable retention period, records are securely destroyed.

Your Rights and Data Deletion

You have the following rights regarding your personal information:

  • Access: You may request a copy of the personal information we hold about you.
  • Correction: You may request that we correct any inaccurate or incomplete information.
  • Deletion: You may request that we delete your personal information. We will honor deletion requests to the extent permitted by law. Please note that certain records (such as filed tax returns and related documents) must be retained for the period required by IRS regulations and cannot be deleted during that time.
  • Opt Out: You may opt out of any marketing or promotional communications at any time.

To exercise any of these rights, please contact us using the information provided below. We will respond to your request within a reasonable timeframe.

Cookies and Website Tracking

Our website may use cookies and similar technologies to improve your browsing experience. You can control cookie settings through your browser preferences. We do not use cookies to collect personally identifiable information.

Disclaimer

The information on this website is for general informational purposes only and does not constitute tax, legal, or financial advice. For advice specific to your situation, please consult a qualified professional. AMFarmer Tax Services does not guarantee specific tax outcomes, refund amounts, or acceptance of refund advance applications.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy, wish to exercise your data rights, or want to request deletion of your information, please contact us: