Privacy Policy

This Privacy Policy explains how Singh Tax & Accounting Services ("Singh Taxation," "we," "us," or "our") collects, uses, shares, and protects personal information when you use our website, the Singh Taxation mobile app, and the client portal.

The portal is used to create an account, upload documents, request tax filings and extensions, ask for help starting a business, view payroll and bookkeeping plans, and message our team. If you do not agree with this policy, do not create an account or send us personal or tax information.

1. Who we are

2. Information you give us

Account information

When you create an account, we collect your full name, email address, phone number, and password. The password is stored only as a secure hash. We do not store the plain-text password.

A new account is created with a pending verification status. You can sign in while verification is in progress. An administrator of the firm may approve or reject the account. If the account is rejected, we store the reason and show that reason to you. Profile, public service information, and contact details are available during verification. Tax records, document uploads, filing tools, and other verified client services stay unavailable until the account is approved.

Profile and taxpayer information

After you sign in, you may add:

• first and last name
• mailing address and state
• Social Security number (SSN)
• corporation or business name, address, state, and corporation status
• taxpayer identification number (TIN or EIN)
• a profile photo, if you choose to add one

Tax documents and filing requests

When you use verified client services, you may send:

• files you choose to upload, including PDF, Word, Excel, and image files
• a description of those documents
• the name, email, address, corporation name, TIN, and SSN connected to a document upload
• tax filing and extension requests, including whether the matter is personal, corporate, or both
• personal name, personal address, and the last four digits of an SSN for a personal filing
• corporation name, address, email, phone, and the last four digits of a TIN for a business filing
• notes you type into a request

Starting a business

If you ask us to help form a corporation, we collect the business name, state, industry, email, and phone number for the request, whether you expect employees in the first 12 months, whether you are requesting a professional corporation, and whether you want Singh Taxation or someone else to serve as registered agent.

The app may show prices for real-world services, such as a professional-corporation option or a registered-agent fee. Those amounts are quotes for work performed outside the app. The app does not collect credit-card numbers, debit-card numbers, or bank-account payments. Creating an account is free. Professional fees are arranged directly with the firm.

Messages

We collect the messages, replies, and notifications exchanged between you and our staff about your account, documents, and services.

3. Information collected automatically

We do not use advertising trackers. The app does not include a third-party analytics or advertising tool, and we do not build advertising profiles.

To keep you signed in, the website and app use a session cookie, or the equivalent session storage on your device. That session identifies your account so we can show you only your own records. It is required for the portal to work. It is not used to advertise to you. You can sign out at any time, which ends the session.

If you allow photo library access, the app uses it only so you can pick a photo or file to attach. We do not scan or upload your photo library. You can also attach files you select from your device. If you deny photo library access, the rest of the app still works, and you can attach files in another way your phone allows.

4. How we use information

We use personal information to:

• create, secure, and verify your account
• decide whether to approve or reject a new registration, and tell you the result
• prepare, review, and file the tax returns and extensions you request
• provide the bookkeeping, payroll, accounting, notary, and business-formation services you request
• store the documents you and our staff exchange, and show you the status of your own file
• send notices about your account, documents, and requests
• answer your questions
• prevent unauthorized access to the portal
• keep the records a tax and accounting firm is required to keep
• meet legal, regulatory, and professional obligations

We do not sell your personal information. We do not share it for cross-context behavioral advertising.

5. Sensitive tax information

Social Security numbers, taxpayer identification numbers, tax returns, wage information, and financial documents are sensitive. We collect them only because you ask us to perform tax, accounting, payroll, or business services.

Inside the firm, access is limited to administrators and staff who need the information to do that work. The portal checks each request on the server. A client can open only that client's own records. A pending account cannot open tax records, upload tax documents, or use filing tools until the firm approves the account. Changing a request in the app does not grant access to another person's file.

6. Who we share information with

We share personal information only in these situations:

• Firm staff. Administrators and staff of Singh Tax & Accounting Services can access the client records they need to perform the work you hired us to do.
• Tax authorities and other agencies, when you hire us to file, pay, or correspond. This can include the Internal Revenue Service, the California Franchise Tax Board, the California Employment Development Department, and other federal, state, or local agencies that apply to your return, payroll, or business. We send only what is needed for the filing or service you requested.
• State formation filings. If you ask us to form an entity or appoint us as registered agent, we use the business details you provided for that filing with the relevant state.
• Service providers. Companies that host our website, database, and uploaded files process information for us and only on our instructions. They may not use it for their own marketing.
• Legal requirements. We may disclose information if a law, subpoena, court order, or lawful request from a government authority requires it, or when disclosure is needed to protect the rights, safety, or property of our clients, our staff, or the public.
• A business transfer. If the firm is sold or reorganized, client records may transfer to the successor. The successor must protect them under this policy or a policy that gives you the same protections.

We do not sell personal information to data brokers. We do not allow other clients to see your records.

7. How long we keep information

We keep account and tax records for as long as we need them to provide your services and to meet tax, accounting, and legal recordkeeping duties. Workpapers and filed returns are often kept for several years after a return is filed, and longer when the law or a professional duty requires it.

If you delete your account in the app, we delete that account and the records stored for it, including uploaded files tied to it. We may retain information we are legally required to keep, and limited records that show a request was received or that an account was closed. Information already filed with a tax authority remains in that agency's records under the agency's own rules.

8. Your choices and requests

You can:

• review and update your profile in the app
• choose not to upload a document or submit a filing request
• deny photo library access in your phone settings
• sign out at any time
• delete your account from Settings in the app by entering your password

You may also email tax@singhbusiness.com or call (951) 295-7774 to ask for a copy of the personal information we hold about you, ask us to correct it, ask us to delete it subject to records we must keep, or ask a question about this policy. We may need to confirm that the request comes from you before we act on it.

9. California residents

If you live in California, you may request:

• the categories and specific pieces of personal information we collected about you
• the categories of sources of that information
• the business purpose for collecting it
• the categories of third parties we share it with
• deletion of personal information, subject to exceptions when the law allows us to retain it
• correction of inaccurate personal information

We do not sell personal information, and we do not share it for cross-context behavioral advertising. We will not discriminate against you for making a privacy request.

To make a request, email tax@singhbusiness.com with the subject "California privacy request," or call (951) 295-7774. We will verify your identity before completing the request. An authorized agent may submit a request for you if you give written permission and we can verify your identity.

The categories we collect are identifiers (such as name, email, phone, and account ID), customer records (such as address and telephone number), information about the services you request, professional or business information you choose to provide, sensitive identifiers (SSN and TIN), and the files you upload. We collect these from you, from documents you or your authorized representative send, and from our staff's work on your file. We use them for the purposes in Section 4. We retain them as described in Section 7.

10. Children

Our services are for adults and for businesses. The website and app are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has given us personal information, contact us and we will delete it.

11. Security

We protect the portal with hashed passwords, encrypted connections (HTTPS) between your device and our server, a session check on private requests, and access limits so each person reaches only the records they are allowed to see. No method of storage or transmission is completely secure. Use a strong, unique password, and do not share your login.

12. Where information is processed

We are located in the United States and process personal information in the United States. If you send us information from outside the United States, you understand that it will be processed in the United States, where privacy laws may differ from the laws where you live.

13. Other websites

The app and website link to public sites such as the IRS, the California Franchise Tax Board, and the California Employment Development Department. Those sites have their own privacy policies. Opening a link does not send them your Singh Taxation account or your documents. We are not responsible for their practices.

14. Changes to this policy

We may update this policy when our services or the law changes. When we do, we will change the effective date at the top of this page. If a change materially affects how we use tax information, we will post the updated policy here before it takes effect. Please review this page from time to time.

15. Contact us