Privacy Policy

Effective Date: 9/23/2025

Last Updated: 9/23/2025

 

Sweet Magnolia Tax Co. LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation and related services.

 

1. Information We Collect

 

We may collect the following information:

 

Personal Information: Name, address, email, phone number, Social Security number, date of birth, and other identifiers.

 

Financial Information: Income details, banking information, tax documents, and related records.

 

Technical Information: When you visit our website, we may collect IP address, browser type, and usage data through cookies.

 

2. How We Use Your Information

 

We use your information to:

 

Prepare and file tax returns.

 

Provide bookkeeping, payroll, and advisory services.

 

Communicate with you regarding your account or our services.

 

Comply with federal and state tax laws, including IRS requirements.

 

Improve our services and customer experience.

 

3. How We Share Your Information

 

We do not sell or rent your information. We may share information only when necessary:

 

With the IRS and state tax authorities to file returns.

 

With third-party vendors (e.g., secure e-signature or payment processors) under strict confidentiality.

 

When required by law, court order, or government request.

 

With your consent.

 

4. Data Security

 

We implement reasonable physical, technical, and administrative safeguards to protect your information, including secure storage, encryption, and limited access protocols.

 

5. Data Retention

 

We retain records as required by IRS and state regulations, typically for a minimum of 3–7 years, unless a longer retention period is required.

 

6. Your Rights

 

You may request:

 

Access to your information.

 

Correction of inaccurate information.

 

Deletion of information where legally permitted.

 

To make a request, contact us at:

📧 customerservice@swtmagnoliatax.com

📞 (205)435-6647

 

7. Children’s Privacy

 

Our services are not directed to children under 13. We do not knowingly collect personal data from children.

 

8. Changes to This Policy

 

We may update this Privacy Policy. Changes will be posted with a new “Last Updated” date.