Privacy Policy

Effective and last updated: June 18, 2026

Balanced Tax Solutions (“Balanced Tax Solutions,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit balancedtaxsolutions.com (the “Site”), contact us, schedule an appointment, use our secure client portal, or obtain tax preparation or related services from us (collectively, the “Services”).

Certain information we receive in connection with preparing a tax return is also protected by federal tax-return confidentiality laws, including Internal Revenue Code Section 7216 and its regulations. Where those rules or another applicable law provide greater protection than this Policy, we follow the more protective rule.

Personal information we collect

The information we collect depends on how you interact with us and may include:

• Contact and appointment information, such as your name, email address, telephone number, appointment details, and communications with us.
• Tax, financial, and identity information, such as Social Security or taxpayer identification numbers, dates of birth, government identification, income, deductions, expenses, assets, liabilities, bank information, employment information, dependent and household information, prior tax returns, tax forms, and supporting records you provide for our professional services.
• Business and transaction information, such as information about your business, services requested or provided, engagement records, invoices, and payment status. Payment card details, if used, may be collected directly by a payment processor rather than by us.
• Device and usage information, such as IP address, browser and device type, operating system, referring pages, requested pages, and the date and time of a request. This information may appear in routine server, security, and service provider logs.
• Other information you choose to provide.

Please do not submit Social Security numbers, taxpayer identification numbers, tax documents, financial account information, or other sensitive information through the Site's general contact form, ordinary email, or text message. Ask us for access to the secure client portal instead.

Where information comes from

We may collect information:

• directly from you, your authorized representative, or a joint filer;
• from documents, tax agencies, financial institutions, employers, and other sources you authorize or direct us to use;
• automatically from your browser or device when you use the Site; and
• from service providers that support appointments, communications, portal access, payments, tax preparation, security, and hosting.

How we use personal information

We may use personal information to:

• respond to inquiries, schedule appointments, and communicate with you;
• verify identity and provide, administer, support, and improve the Services;
• prepare, review, file, and maintain tax returns and related records, as authorized by you and permitted by law;
• process transactions, keep business records, and manage our client relationship;
• protect the Site, our clients, and our business; detect and prevent fraud, abuse, security incidents, and illegal activity; and
• comply with legal, regulatory, professional, insurance, and tax obligations and establish, exercise, or defend legal claims.

We do not use tax return information for an unrelated purpose, or disclose it to an unaffiliated party, except with your valid consent or as otherwise permitted or required by applicable law.

How we disclose personal information

We may disclose personal information only as reasonably necessary for the purposes described above, including to:

• Service providers that support our hosting, email, appointment scheduling, secure client portal, tax software, electronic filing, document management, payment processing, security, IT, and professional operations. They may process information only to provide services to us or as permitted by law.
• Tax and government authorities when you direct or authorize a filing or disclosure, and regulators, courts, law enforcement, or other parties when disclosure is required or permitted by law.
• Professional advisers and insurers, such as attorneys, accountants, auditors, and insurance providers, when permitted by applicable tax confidentiality rules and other law.
• A successor organization in connection with a proposed or completed merger, sale, reorganization, or transfer of the practice, subject to applicable confidentiality requirements.
• Other parties at your direction or with your consent.

No sale or targeted advertising

We do not sell personal information for money or other valuable consideration. We also do not share personal information for cross-context behavioral or targeted advertising, and we do not use personal information to make decisions based solely on automated processing that produce legal or similarly significant effects.

Website technology and third-party services

The Site does not currently use advertising pixels or analytics cookies. Our hosting and security providers may use essential technologies and receive routine device and log information to deliver and protect the Site. The Site also requests font files from Google Fonts; when it does, your browser connects to Google and provides request information such as your IP address and browser details. Google processes that information under its own privacy terms.

When you submit the Site's contact form, the information you enter is transmitted to Resend for email delivery and delivered to a business inbox operated by Google. If you choose an appointment link, Calendly collects the appointment information you provide directly. Those providers process information under their own terms as well as their agreements with us.

Links to Calendly, social media, government websites, and other third-party services take you to services we do not control. Those providers may collect information under their own privacy policies. Review their policies before providing information. A link does not make us responsible for the third party's privacy or security practices.

Data retention

We retain personal information for as long as reasonably necessary to provide the Services, maintain tax and business records, comply with legal and professional obligations, resolve disputes, enforce agreements, and protect against fraud and security incidents. The retention period varies based on the type and sensitivity of the information, the client relationship, legal requirements, and the purposes for which it was collected. We may retain information longer when required by law, legal process, or a litigation hold, and may keep deidentified information where permitted by law.

Security

We use administrative, technical, and physical safeguards designed to protect personal information, including use of a secure portal for sensitive client documents. No transmission or storage system can be guaranteed to be completely secure. You are responsible for keeping your portal credentials confidential and for notifying us promptly if you suspect unauthorized access.

Your privacy choices and rights

You may ask to access, correct, or delete certain personal information or obtain a portable copy of information you provided. Depending on your state of residence and applicable law, you may also have rights to opt out of a sale, targeted advertising, or certain profiling; to limit certain uses of sensitive information; to withdraw consent; or to appeal our response to a request. Because we do not sell personal information or use it for targeted advertising or qualifying profiling, there is no such processing to opt out of at this time.

To make a request or appeal, email us at kylee@balancedtaxutah.com or call (801) 332-9177. Describe your request and include the email address associated with your relationship with us. We may need to verify your identity and authority before acting. You may use an authorized agent where applicable law permits. We will not unlawfully discriminate against you for exercising a privacy right.

These rights are subject to applicable exceptions. For example, we may retain information needed to provide requested services, comply with tax and recordkeeping duties, protect security, or establish or defend legal claims. Tax-return information is also subject to specialized federal requirements. If we deny an appeal, you may contact your state attorney general where applicable.

Browser privacy signals

Because we do not sell personal information or use it for targeted advertising, Global Privacy Control and similar opt-out signals do not change our current practices. We do not respond to legacy “Do Not Track” signals, for which there is no uniform industry standard.

Children's privacy

The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information directly from a child under 13 through the Site. A parent or guardian may provide information about a dependent when necessary for tax services. If you believe a child submitted information to the Site without appropriate authorization, contact us so we can review and delete it as required.

United States processing

Balanced Tax Solutions is based in Utah, and the Services are directed to the United States. Personal information may be processed in the United States or another location where a service provider operates, subject to applicable law and contractual protections.

Changes to this Policy

We may update this Policy to reflect changes in our practices, technology, or legal obligations. We will post the revised Policy on this page and update the date above. If required by law, we will provide additional notice or obtain consent before a material change applies.

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