Privacy Policy

TAFS Financial ("TAFS," "we," "us," or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data.

This policy applies to information collected through our website, our client portal, and during the course of providing our professional services — including tax preparation, tax resolution, bookkeeping, wealth management, and business formation.

Personal identification data: name, address, date of birth, Social Security number or Taxpayer Identification Number, email address, and telephone number.

Financial and tax data: income statements, prior-year returns, banking details, investment holdings, business financials, and related documents you provide to us.

Communications and usage data: correspondence with our team, form submissions, and technical information such as browser type, device, and pages visited when you use our website.

To prepare, file, and support your tax returns and to represent you in tax-resolution matters with taxing authorities.

To maintain books and records, provide bookkeeping and accounting services, and deliver wealth-management and business-formation advisory work.

To communicate with you about your engagement, send service-related notices, schedule appointments, and respond to your inquiries.

To comply with legal, regulatory, and professional obligations, including recordkeeping and anti-fraud requirements.

We process your personal information where necessary to perform a contract with you (your engagement agreement), to comply with our legal and regulatory obligations, and, where applicable, based on your consent. You may withdraw consent at any time, though doing so may limit our ability to provide certain services.

We do not sell your personal information. We share data only as necessary to deliver our services, comply with the law, or protect our rights.

Service providers: trusted third parties that help us operate — such as tax software platforms, bank-product providers, cloud storage, and IT vendors — under contractual confidentiality and security obligations.

Government and taxing authorities: the IRS and state tax agencies as required to file returns or pursue resolution engagements on your behalf.

Legal compliance: where required by law, subpoena, or to protect the rights, property, or safety of TAFS Financial, our clients, or others.

We retain your information for as long as necessary to fulfill the purposes described here and to comply with legal and professional recordkeeping requirements — typically a minimum of three to seven years for tax records, and longer where required by law.

When information is no longer needed, we securely delete or anonymize it in accordance with our retention schedule.

TAFS Financial implements reasonable administrative, technical, and physical safeguards designed to protect your information against unauthorized access, alteration, disclosure, or destruction. These include encrypted storage, access controls, secure client-portal transmission, and staff training.

No method of transmission or electronic storage is completely secure, however, and we cannot guarantee absolute security. We notify affected individuals and regulators of any breach as required by applicable law.

Depending on your location, you may have the right to access, correct, delete, or restrict the use of your personal information, and to receive a copy of the data we hold about you.

To exercise any of these rights, contact us using the information below. We will respond within the timeframe required by applicable law and may verify your identity before acting on a request.

Our website uses cookies and similar technologies to remember preferences, measure traffic, and improve site performance. Analytics and marketing tools may collect limited usage data.

You can control cookies through your browser settings. Disabling cookies may limit some features of the site.

Our services are intended for individuals and businesses aged 18 and older. TAFS Financial does not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.

This website may link to third-party sites and software platforms we integrate with. TAFS Financial is not responsible for the privacy practices of those sites. We encourage you to review their privacy policies.

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. The updated policy will be posted on this page with a revised effective date.

If you have questions about this Privacy Policy or how we handle your information, contact TAFS Financial at info@tafsenterprise.com or (831) 231-3190. Our offices are located at 1975 Goodman Rd, Horn Lake, MS and 868 Goodman Rd, Southaven, MS.