Praise Financial Institute LLC (“we,” “us,” or “our”) is dedicated to protecting your privacy and handling your personal information with care and transparency. This Privacy Policy explains how we collect, use, and share information related to our tax preparation services. By using our services, you agree to the practices described in this policy.
1. Information We Collect
We collect personal information necessary to provide tax preparation and related services, including:
Personal Identifiers:
• Full name, address, email, phone number, date of birth, Social Security Number (SSN), and driver’s license number.
Financial Information:
• Income details, employment information, bank account details, tax documents (e.g., W-2s, 1099s), and information about investments or other financial transactions.
Account Information:
• Usernames, passwords, and service history.
Technical Information:
• IP address, browser type, and device information when you access our website.
2. How We Collect Your Information
We collect information through:
• Direct Interaction: When you provide information during consultations, through forms, or via our website.
• Third-Party Sources: Employers, financial institutions, or government agencies (with your consent).
3. How We Use Your Information
We use your personal information to:
• Prepare and file your tax returns.
• Provide related financial services and consultations.
• Verify your identity and prevent fraud.
• Communicate with you regarding your tax filings, refunds, and other services.
• Comply with legal obligations and IRS requirements.
4. Sharing Your Information
We do not sell or rent your personal information. We may share your information with:
• Service Providers: Third parties who assist with data processing, software support, or secure storage.
• Government Agencies: The IRS or state tax authorities, as required for tax filing purposes.
• Legal Authorities: When required by law, such as in response to subpoenas or legal processes.
Confidentiality: We maintain strict confidentiality and share information only with those necessary to deliver services or meet legal requirements.
5. SMS Communications
By providing your phone number, you consent to receive SMS messages from Praise Financial Institute LLC, SMS opt in and phone numbers for the purpose of SMS will not be shared with third party and is completely for marketing purposes. Messages may include service updates, account notifications, and promotional content.
• Message Frequency: Varies based on your account activity.
• Fees: Standard message and data rates may apply.
• Opt-out: To unsubscribe, reply “STOP” to any SMS message.
• Support: For help, reply “HELP” or contact us at contact@praisefinancialinstitute.com
6. Data Retention
We retain your personal information for as long as necessary to:
• Complete your tax filings.
• Comply with IRS record-keeping requirements.
• Fulfill legal or regulatory obligations
7. Your Rights
As a client, you have the right to:
• Access and review your personal information.
• Request corrections to inaccurate data.
• Withdraw consent for certain uses of your data (subject to legal obligations).
To exercise these rights, please contact us at contact@praisefinancialinstitute.com
8. Data Security
We implement industry-standard security measures to protect your data, including:
• Encryption of sensitive data.
• Secure access controls and authentication.
• Regular audits and compliance checks.
Despite our efforts, no system is entirely secure. We encourage you to protect your personal information as well (e.g., by using strong passwords).
9. Cookies and Tracking Technologies
Our website uses cookies to:
• Improve functionality and user experience.
• Analyze website traffic and performance.
• Enhance security.
You can control cookie preferences through your browser settings.
10. Changes to This Privacy Policy
We may update this policy periodically. Any changes will be posted on this page with an updated effective date. Continued use of our services after changes implies acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or how we handle your data, please contact us:
Praise Financial Institute LLC
445 Dexter Suite 4050
Montgomery, Al 36104