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PRIVACY POLICY

BK Tax & Notary

Effective Date: November 7, 2026

BK Tax & Notary ("we," "our," or "us") respects your privacy and is committed to protecting the personal and financial information entrusted to us. This Privacy Policy explains how information is collected, used, stored, and shared when you use the BK Tax & Notary mobile application, website, and related services.

1. Information We Collect

Depending on how you use our application, we may collect the following information:

For Tax Clients:

  • Full name, mailing address, email address, and phone number.

  • Social Security numbers and taxpayer identification numbers.

  • Date of birth and identification information.

  • Dependent and household information.

  • Employment and income information.

  • W-2s, 1099s, 1095-A forms, and other tax documents.

  • Bank account information when applicable for tax refunds or payments.

  • Electronic signatures and tax filing information.

For Tax Preparers:

  • Name and contact information.

  • Professional credentials and PTIN information.

  • Business and office information.

  • Client management records.

  • Account login credentials and activity information.

Automatically Collected Information:

We may collect device information, application usage data, IP addresses, and technical information necessary to maintain and improve the application.

2. How We Use Your Information

Information collected through BK Tax & Notary may be used to:

  • Create and manage user accounts.

  • Facilitate tax preparation and filing services.

  • Allow clients to submit tax information and supporting documents.

  • Allow preparers to manage clients and monitor tax return progress.

  • Communicate important updates and filing notifications.

  • Process payments and related transactions when applicable.

  • Maintain records and comply with legal and regulatory requirements.

  • Improve application functionality, security, and user experience.

3. Sharing of Information

BK Tax & Notary does not sell personal information to third parties.

Information may be shared when necessary with:

  • Authorized tax preparers assigned to assist with a client's return.

  • Tax preparation software and electronic filing providers.

  • Financial institutions and bank product providers when authorized and applicable.

  • Payment processing providers.

  • Technology providers that support application hosting, storage, communication, and operations.

  • Government agencies or regulatory authorities when legally required.

We limit information sharing to what is necessary to provide services, fulfill authorized requests, or comply with applicable law.

4. Protection of Taxpayer Information

We recognize that tax information is highly sensitive.

BK Tax & Notary takes reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

Access to taxpayer information should be limited to authorized individuals who need the information to perform their assigned responsibilities.

Users should protect their login credentials and notify us if they suspect unauthorized access to their accounts.

5. Data Retention

We retain personal information for as long as necessary to provide our services, maintain business records, comply with tax and legal obligations, resolve disputes, and enforce agreements.

Certain tax records may need to be retained for periods required by applicable federal and state laws.

When information is no longer needed, we will take reasonable steps to securely dispose of it.

6. User Rights and Information Requests

Depending on applicable law, users may have the right to:

  • Request access to their personal information.

  • Request corrections to inaccurate information.

  • Request deletion of eligible personal information.

  • Withdraw certain permissions or consent.

  • Request information about how their data is used or shared.

Some information may be retained when required by law or necessary for legitimate business and regulatory purposes.

To submit a privacy request, contact us using the information below.

7. Third-Party Services

Our application may integrate with third-party services that support tax preparation, electronic filing, payments, document storage, and other application functions.

These providers may process information necessary to perform their services. Their own privacy policies and security practices may also apply.

Users should review the privacy policies of applicable third-party providers.

8. Children's Privacy

BK Tax & Notary is intended for adults using professional tax preparation and filing services. We do not knowingly collect personal information directly from children through independent user accounts.

Taxpayer information about dependents may be submitted by an authorized parent, guardian, or taxpayer as necessary for tax preparation.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or business practices.

Updates will be posted on our website and may also be communicated through the application.

Continued use of the application after updates become effective constitutes acknowledgment of the revised policy, where permitted by law.

10. Contact Information

For questions, concerns, or requests regarding this Privacy Policy or your personal information, contact:

BK Tax & Notary

Website: https://bktaxandnotary.com

Email: management@bktaxandnotary.com

Location: Fort Worth, Texas, USA

BK Tax & Notary

Committed to protecting your information while making tax preparation and filing more convenient.

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