Effective Date: November 2025
Last Updated: November 2025

Berkshire EA Tax Advisors (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy and ensuring the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our tax preparation services or visit our website.

1. Information We Collect

         We may collect the following types of information:

1. Personal Information

• Full name
• Address
• Phone number
• Email address
• Date of birth
• Social Security Number
• Driver’s license or state ID information
• Bank account or routing numbers (only for tax refund/balance purposes)

1. Tax & Financial Information

• Income documents (W-2, 1099, 1098, K-1, etc.)
• Prior year tax returns
• Investment, business, rental, or retirement income details
• Dependent information
• IRS transcripts
• Documents uploaded through our client portal or intake forms

1. Technical & Website Information (if applicable)

• IP address
• Browser type
• Device information
• Cookies and analytics data

         We only collect information necessary to prepare, file, and maintain your tax returns in compliance with IRS regulations.

2. How We Use Your Information

         We use your information to:

• Prepare and file federal, state, and local tax returns
• Provide tax planning, representation, or consulting services
• Verify your identity
• Communicate with you regarding your tax matters
• Maintain compliance with IRS Circular 230
• Improve our services, security systems, and processes

         We never sell your information.

3. Sharing and Disclosure of Information

         We may share your information only in the following circumstances:

1. With Your Consent

         When you authorize us to transmit tax returns or release records.

1. With Government Agencies

         Examples:

• IRS
• State tax authorities
• Local tax authorities

         Only when required to file, respond to notices, or comply with legal obligations.

1. With Service Providers

         Only as necessary for:

• Secure file storage
• Electronic signature platforms
• Tax software platforms
• Payment processors

         These providers maintain strict confidentiality standards.

1. When Required by Law

         If legally compelled, subpoenaed, or required to prevent fraud or illegal activity.

4. Data Security

         We take extensive measures to protect your information, including:

• Encrypted file storage
• Secure document upload portals
• Password-protected systems
• Multi-factor authentication
• IRS-compliant cybersecurity standards

         However, no digital system can guarantee 100% security. You agree to use our systems at your own risk.

5. Your Rights

         You have the right to:

• Request copies of your tax return documents
• Update or correct your information
• Request deletion of non-mandatory information
• Withdraw authorization for non-tax-filing communications

         Records required for IRS purposes cannot be deleted.

6. Data Retention

         We retain your tax records for a minimum of 3 years, or longer if required by law.
         Some IRS representation records may require retention up to 7 years.

7. Children’s Privacy

         We do not provide services to minors without parental or legal guardian consent.
         Dependent information is obtained only for tax preparation purposes.

8. Third-Party Links

         Our website or intake forms may contain links to third-party tools or platforms. We are not responsible for their privacy practices.

9. Updates to This Policy

         We may update this Privacy Policy at any time. Updates become effective once posted.

10. Contact Us

Berkshire EA Tax Advisors
Email: support@berkshireeatax.com
Website: berkshireeatax.com