United Tax Pros Main Street
Your Privacy Matters
We protect your personal information with administrative, technical, and physical safeguards, including encryption during transmission and secure storage thereafter. We collect only what we need to provide tax and related services, comply with the law, and improve your experience.
Information We Collect
- Contact details (name, address, phone, email)
- Government identifiers (SSN, ITIN, EIN, Driver’s License); Date of birth
- Financial data (income, credits/deductions, expenses, bank details, payment history)
- Employment/business and limited health-related financial information for tax purposes
- Device, geolocation, and online activity data (IP, device type, site/email interactions)
- Demographic and education information
Most information is provided directly by you when you request services or upload documents.
How We Use Your Information
We use your information to prepare and file returns, deliver and improve services, comply with IRS/state requirements, and offer relevant products or information. We do not sell or rent your data.
US Tax Preparation Information
Except as necessary to provide tax preparation services or as authorized by law, we will not use or disclose your Tax Preparation Information without your consent.
Data Protection & Retention
We encrypt sensitive data in transit (TLS), restrict access via authentication and role-based controls, and maintain secure retention/disposal programs. No method of electronic transmission or storage is 100% secure, but we align our safeguards with applicable laws and federal standards.
We retain records as long as needed to serve you and meet legal obligations. The IRS generally requires retaining filed returns for at least seven (7) years.
Your Rights (GLBA & California)
Gramm-Leach-Bliley Act (GLBA)
We restrict access to nonpublic personal information to staff who need it to provide services and maintain physical, electronic, and procedural safeguards. We disclose information only as permitted by law or with consent.
California Privacy (CPRA)
- Request access to, deletion of, or correction of your personal information (subject to legal exceptions).
- Opt out of sharing for cross-context behavioral advertising.
- No discrimination for exercising your rights.
Sensitive personal information (e.g., SSN; account numbers with access codes) is collected only for legal/transactional purposes. We do not “sell” or “share” sensitive personal information for advertising.
Notice of Financial Incentive: Our referral program provides rewards/discounts. The value of the data is reasonably related to promotional benefits offered. Participate or withdraw anytime at (877) 206-0067.
Updates to This Policy
We may update this notice periodically. For material changes, we will post a notice here or email you at least 30 days before the change takes effect.
Contact Information
United Tax Pros Main Street1011 N. Main Street, Suite B, Kissimmee, FL 34744
Phone: (407) 949-4795
Email: [email protected]
Web: www.mainstreettaxhelp.com
United Tax Pros Main Street is an independently owned and operated licensee of Uptown Tax Services LLC DBA United Tax Pros®.
