Innocent Capital Tax (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide when visiting www.InnocentCapitalTax.com, contacting our office, or requesting our services.

This Privacy Policy explains what information we may collect, how we may use and disclose it, and the choices available to you.

1. Information We Collect

Depending on how you interact with our website and services, we may collect the following categories of information:

Contact Information

Your name, email address, telephone number, business name, mailing address, and other details you voluntarily submit through our contact forms or communications.

Business and Service Information

Information about your business, requested services, general tax preparation needs, bookkeeping requirements, and other information necessary to respond to your inquiry or provide an agreed service.

Tax and Financial Information

If you engage us for tax preparation or related services, we may collect tax documents, income information, identification details, financial records, and other information necessary to provide the requested services. Such information should be provided through an approved, secure method.

Website Usage Information

Our website or service providers may collect technical information such as browser type, device information, pages visited, approximate location derived from internet protocol information, and interactions with website features, depending on the technologies used.

2. How We Use Information

We may use personal information to:

• Respond to questions and service inquiries.
• Schedule consultations and communicate with prospective or existing clients.
• Provide tax preparation, tax advisory, bookkeeping, and related services.
• Request and organize information necessary to perform an agreed engagement.
• Maintain client records and comply with applicable legal and professional obligations.
• Operate, maintain, and improve our website.
• Protect against fraud, unauthorized access, and misuse.
• Send service-related communications and, where permitted, relevant business updates.
• Fulfill other purposes disclosed to you or permitted by applicable law.

3. How We Share Information

We do not sell personal information in exchange for money. We may disclose information when reasonably necessary for the purposes described in this policy, including:

• Service providers:Vendors that provide website hosting, secure document exchange, communications, scheduling, payment processing, or other business support.
• Professional and legal obligations:Disclosures required by law, valid legal process, or applicable professional requirements.
• Authorized representatives:Persons you authorize to receive information, subject to applicable requirements.
• Business protection:Disclosures necessary to investigate suspected fraud, protect rights, or safeguard our business, clients, and others, as permitted by law.

We will handle tax and financial information in accordance with applicable confidentiality, privacy, and tax-related requirements. Where required, we will obtain appropriate consent or authorization before disclosing protected information.

4. Tax and Financial Document Security

We recognize that tax returns and financial records may contain highly sensitive personal information.

Please do not send Social Security numbers, tax returns, bank details, passwords, or other sensitive financial information through an unsecured general website form or ordinary email unless we have specifically instructed you that the method is appropriate.

Where available, use the secure document-sharing method provided for your engagement.

We use reasonable safeguards appropriate to the nature of the information we handle. However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.

5. Cookies and Website Analytics

Our website may use cookies, pixels, analytics tools, or similar technologies to support website functionality, understand visitor activity, improve performance, and evaluate marketing effectiveness.

The technologies used depend on the website configuration and third-party services installed.

You may be able to manage cookies through your browser settings. Disabling certain cookies may affect some website features. Where legally required, we will provide appropriate consent and privacy controls for applicable technologies.

6. Third-Party Services and Links

Our website may contain links to third-party websites or use external tools for scheduling, communications, payment processing, document exchange, or other functions.

Those services may have their own privacy policies and practices. We encourage you to review their policies before submitting information directly to them.

Our privacy policy does not govern websites or services that we do not control.

7. Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including providing services, maintaining business records, satisfying applicable tax and legal obligations, resolving disputes, and enforcing agreements.

Retention periods depend on the type of information, the services provided, and applicable legal requirements.

When information is no longer required, we will take appropriate steps to dispose of it or otherwise handle it in accordance with applicable requirements.

8. Your Privacy Rights and Choices

Depending on your location and applicable law, you may have rights to:

• Request access to certain personal information.
• Request correction of inaccurate information.
• Request deletion of eligible information.
• Obtain a copy of certain information in a portable format.
• Opt out of certain marketing communications.
• Exercise other privacy rights available under applicable state or federal law.

Some requests may be subject to legal, regulatory, tax-record retention, or other permitted exceptions.

To make a privacy-related request, contact us using the information below. We may need to verify your identity before processing certain requests.

9. Children’s Privacy

Our website and services are intended for business owners and adult individual clients, rather than children. We do not knowingly collect personal information directly from children through our website in a manner prohibited by applicable law.

If you believe a child has submitted personal information improperly, please contact us so that we can review the matter.

10. Email Communications

You may receive communications related to an inquiry, appointment, engagement, or service you requested.

Where applicable, marketing emails will include a method to unsubscribe. Unsubscribing from marketing communications will not necessarily stop essential service-related or legally required communications.

11. Changes to This Privacy Policy

We may update this Privacy Policy as our website, business practices, services, or legal requirements change.

Updates will be posted on this page with a revised “Last Updated” date. Where required by law, we will provide additional notice or obtain consent.

12. Contact Us About Privacy

For questions about this Privacy Policy or to submit a privacy-related request, contact:

Innocent Capital Tax
Attn: D. Shawn Innocent
2459 S. Congress Avenue
Palm Springs, FL 33406

Email: ShawnInnocent@InnocentCapitalTax.com
Phone:+1 5613187329
Website: www.InnocentCapitalTax.com

his Privacy Policy is intended to describe our website and information-handling practices. It should be reviewed and adapted to our actual business practices, website technologies, service providers, and applicable legal requirements before publication.