Privacy policy

Effective date: October 10, 2025

Privacy Policy. Imfinita Tax Team (“Imfinita”, “we”, “us” or “our”) respects your privacy and is committed to protecting your personal, financial and tax-related information.

This Privacy Policy describes how we collect, use, disclose and protect your information when you use our tax preparation, financial consulting, insurance, immigration support and notary services, as well as when you visit or interact with our website [www.imfinitataxteam.com] (the “Site”).

By using our Site or our services, you agree to the terms of this Privacy Policy. If you do not agree with our practices, please do not use our services or this Site.

1. Information we collect. We collect the information needed to provide our services effectively and meet our legal obligations. This may include, among other things: Personal identifiers: name, mailing address, email address, phone number, date of birth and government-issued identification. Tax and financial information: Social Security number (SSN) or ITIN, W-2 and 1099 forms, income and expenses, dependent information, employment details, bank account numbers (for direct deposits or payments) and other financial records. Voluntary information: additional data you provide through forms, calls, emails, messaging platforms, document uploads or inquiries. Technical information (if you use our Site): IP address, browser type, device type, operating system and pages visited, collected through cookies or similar technologies. We obtain this information directly from you and, in some cases, from authorized third parties (such as financial institutions or government agencies) with your express consent.

2. How we use your information. Your information is used only for legitimate business purposes, including but not limited to: Providing tax preparation, insurance placement, immigration assistance and financial consulting services. Preparing, reviewing and filing accurate tax and legal documentation.
Communicating with you about updates, reminders, deadlines or document requests. Verifying your identity and preventing fraud. Complying with laws, regulations and professional standards, including IRS and state regulations. Improving the functionality, performance and user experience of our Site and internal systems. We do not use your personal information for unsolicited marketing or promotions unless you have given us your express consent.

3. Sharing and disclosure of information. We do not sell, rent or lease your personal information to third parties. We may share it only under the following limited circumstances: With government or regulatory agencies: including the IRS, state tax agencies, USCIS or other authorities, when necessary to process filings or meet legal requirements. With trusted service providers: such as tax software platforms, cloud storage services or technical support, who are bound by strict confidentiality agreements. When required by law: to comply with subpoenas, court orders or requests from authorities. With your express consent: when you authorize us, in writing or verbally, to share your information with third parties such as banks or attorneys. All third-party access to personal data is governed by contracts and privacy standards consistent with this Policy.

4. Data security. We take the security of your information very seriously and apply appropriate technical, administrative and physical measures to protect it against unauthorized access, alteration, disclosure or destruction.
These include: Encrypted storage and secure document transmission. Firewall and antivirus protection on all devices and networks. Role-based access control and strong password policies. Staff training in data privacy and confidentiality. Although we follow best practices, no method of electronic transmission or storage is 100% secure, so we cannot guarantee absolute security. We recommend using secure methods when sending us sensitive information.

5. Data retention. We keep personal information only as long as necessary to: Provide you with current or future services. Fulfill the purposes described in this Policy. Comply with federal and state tax laws and regulations (e.g., IRS requirements). Defend ourselves against legal claims or regulatory audits. Retention periods vary by type of information, but tax records are generally kept for three (3) to seven (7) years.

6. Your rights. Depending on your location and applicable law, you may have the right to: Access the personal information we hold about you. Correct or update inaccurate data. Request the deletion of your personal data (subject to legal exceptions). Withdraw your consent to certain uses of your information, where permitted by law. To exercise these rights, send your request in writing to the contact details below. We may need to verify your identity before processing it.

7. Cookies and tracking technologies. Our Site may use cookies and similar technologies to: Improve your browsing experience. Analyze the Site's traffic and performance. Personalize content and optimize performance. You can disable cookies in your browser settings; however, this may limit some features of the Site.
We do not use cookies to track users on external sites or for targeted advertising.

8. Children's privacy. Our services and Site are intended for people over 18 years of age. We do not knowingly collect information from minors. If you believe a minor has provided us with personal data, contact us immediately so we can delete that information.

9. Contact information. If you have questions or requests regarding this Policy or your personal data, you can contact us: Imfinita Tax Team
📧 info@imfinita.com📞 786-655-9999

10. Updates to this Privacy Policy. We may update this Policy from time to time to reflect changes in our services, business practices or legal requirements.
Updates will be posted on this Site with a new “Effective Date”.
We recommend reviewing this Policy regularly to stay informed about how we protect your information.
Continued use of our Site or services after any change constitutes your acceptance of those changes.