Privacy Policy

Your privacy and the security of your financial information are our highest priority.

Last Updated: January 1, 2026

Sun Tax Service LLC is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you use our tax preparation services or visit our website.

Information We Collect

In the course of providing tax preparation and related services, we may collect:

  • Full name, date of birth, SSN or ITIN
  • Home address, phone number, and email address
  • Employment and income information (W-2s, 1099s, business records)
  • Bank account information for direct deposit of refunds
  • Prior year tax returns and supporting documentation

How We Use Your Information

We use the information we collect solely to:

  • Prepare and file your federal and state tax returns
  • Communicate with you about your tax preparation services
  • Comply with applicable tax laws and IRS regulations
  • Improve our services

How We Protect Your Information

We implement appropriate physical, electronic, and procedural safeguards to protect your personal and financial information from unauthorized access or disclosure. Access is strictly limited to authorized staff members who need it to perform their job functions.

We Do Not Sell Your Information

Sun Tax Service does not sell, rent, or trade your personal information to third parties. We do not share your information with outside parties except as required by law or as necessary to complete your tax preparation (e.g., electronic filing with the IRS or state tax authorities).

Information Retention

We retain your tax records and personal information for as long as required by applicable law. Clients may request the return or destruction of their documents at any time by contacting us directly.

Your Rights

  • Access the personal information we hold about you
  • Request corrections to inaccurate information
  • Request deletion of your information (subject to legal retention requirements)

Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under the age of 13.

Contact Us About Privacy

Sun Tax Service LLC
301 W Michigan Ave, Suite 300, Ypsilanti, MI 48197
Phone: (734) 483-5200
Email: shawnagoodloe@gmail.com

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date.

This Privacy Policy does not constitute legal advice.