At (collectively ‘We’, ‘Us’, ‘Our’ or ‘South Beach Tax’), we are committed to safeguarding customer information on our site Since your privacy is a priority to us, South Beach Tax will not share nonpublic information about you with third parties outside of the South Beach Tax corporate family without your consent, except as explained in our Privacy Policy. Moreover, we never sell your information, period.

Protecting your privacy is important to South Beach Tax. We want you to understand what information we may gather and how we may share it. This Privacy Policy explains South Beach Tax’s collection, use, retention and security of information about you. It also describes your choices regarding use, access and correction of your personal information. South Beach Tax is a U.S. based company offering products related to the preparation of U.S. federal and state tax returns. South Beach Tax does not market to nor target subjects of the European Union. Though GDPR does not apply, South Beach Tax meets and exceeds all rules and regulations relating to data protection and security promulgated by the Internal Revenue Service and its Security Summit.

We may collect your personal information as an individual for various purposes, such as the following:
Access and use of websites and online services
When entering our website, or using an online service, we may record information necessary to provide you with access, for the operation of the website and for us to comply with security and legal requirements in relation to operating our site, such as usernames, passwords, IP addresses and browser settings. If you prepare and/or file a tax return using the Services on, we collect additional information such as physical address, social security number, income, employment status, claimed deductions, and other information necessary to accurately complete your tax return. We also may collect information about your activities during your visit in order to personalize your website experience, such as recording your preferences and settings and to collect statistics to help us improve and further develop our websites, products, services, and appropriate offers

Responding to your request for information, order, or support
When you contact us (online or by phone or email) in connection with a request for information, help with ordering or paying for a product or service, or to provide you with assistance or support relating to your tax return preparation and filing, we collect information necessary to fulfill your request, to grant you access to the product or service, to provide you with support and to be able to contact you. For instance, we collect your name and contact information, details about your request, details about the services you have ordered or attempted to order, etc. As notified, we may record such information for administrative purposes, defending our rights, and in connection with our relationship with you.

Purchasing products or services
If you purchase our products or services, payment information such as credit card number and expiration date is collected to complete the transaction. Additional banking information such as account and routing numbers may be collected depending on whether a refund is anticipated or depending on the choice receipt of a refund.

Additional information collected
Most information we collect about you comes from our direct interactions with you. However, when you use our site, products, and services, we may collect information regarding the type of device, system and performance information, operating system used, and mobile network information. Analytics software may record information such as how often you use the site, the events that occur on the site, aggregated usage, performance data, and where the site originated. Typically, we do not link the information we store within the analytics software to any personally identifiable information you submit on the site.

In addition to the information you input directly, certain technologies such as: cookies, tags, or similar technologies are utilized by South Beach Tax and our partners affiliates, or analytics or service providers. As part of the information collected, we may record page views, mouse clicks, movements and scrolling activity. A device user may control the ability of access of some of these technologies at the individual browser level, however, this may disable or limit some of the features offered. We use the information collected to develop, improve, enhance, and secure our website, products, and services. Specifically, the technologies listed above, and possibly others, are used in administering the website, analyzing trends, evaluate functionality of our website on your device, tracking users’ movements around the site and to gather demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these service providers on an individual as well as aggregated basis. Additionally, we use cookies for settings preferences, e.g., language preference.

Section 301-7216 of the Internal Revenue Code specifically governs the use and disclosure of Tax Return Information. Some states may also have additional laws and regulations related to use and disclosure of the same information. We use your Tax Return Information only in accordance with those applicable laws and regulations to prepare and assist in preparing your tax return, to provide services associated with preparing your tax return, and to provide you with other products and services you specifically request or consent to. We use the information you provide (discussed above) to complete purchases of products and services you request. As permitted by law, we may also use the information you provide to address questions submitted to our customer or technical support systems, to send updates or security alerts, marketing messages, or to provide notification of new products, services, enhancements, and promotions. We may use your information to show you relevant information and offer you other related products and services.
Lastly, we also use the information we collect to monitor and investigate fraud, identity theft, and other illegal activity and to personalize and improve our Services.

The privacy and security of your information is important to us. We do not sell or rent your information. As indicated below, we may share your information to support the products and services you request, upon your specific consent, for products and services that may benefit you.
We disclose Tax Return Information only in accordance with your requests, such as when filing a tax return with the IRS or state revenue authority. South Beach Tax may be required to preserve and disclose personal and Tax Return information, and any part thereof, without your consent as provided by law, such as, to respond to lawful requests by authorities, including to meet national security or law enforcement requirements, a subpoena or court order, judicial process or bankruptcy proceedings, or regulatory authorities to protect against fraud and in compliance with the IRS Security Summit. Additionally, your information may be disclosed in connection with an actual sale, merger, acquisition, dissolution or transfer of all or a portion of our business or relevant operating unit. We reserve the right to transfer your information as part of the transaction. In such an event, you will be notified via email and/or a prominent notice on our website of any change in ownership, incompatible new uses of your personal information, and choices you may have regarding your personal information.

South Beach Tax understands the importance of protecting customer information. South Beach Tax meets and exceeds all rules and regulations relating to data protection and security for the tax industry promulgated by the Internal Revenue Service and its Security Summit. disclosure/security-summit

South Beach Tax secures information by utilizing a variety of security related technologies including, but not limited to, multi-factor authentication, firewalls, intrusion detection systems, encryption, access controls and alerts. South Beach Tax incorporates the use of SSL encryption facilitated by an Extended Validation SSL Certificate issued by a recognized trusted certificate authority to protect your sensitive data as it is entered into the system. We maintain Payment Card Industry (PCI) compliance to ensure your payment information is safe. Additionally, our systems are routinely subject to automated vulnerability testing purposely exceeding the requirements of PCI compliance. This practice allows quicker identification and remediation of risks to the privacy of taxpayer data.

You have control over your personal data and how it’s collected, used, and shared. Though South Beach Tax may be required to retain your Tax Return information for up to three to five tax years to comply with our legal obligations, you have the right to access any information held by South Beach Tax that you either input directly or information collected as described above.

Access to personal information
Upon request, South Beach Tax will provide you with certain personal information you specifically request by contacting customer support.

email: or via a request sent to our address provided below. Your information will be provided in a machine readable format. However, any tax returns will be available only in a non-fileable format.

Change or correct personal information
You may view, manage, delete and/or make changes to your personal information by emailing us at or via mail at the contact information
listed below.

If you have questions or concerns regarding this Privacy Policy, you may contact customer support at
You can also write us at:
South Beach Tax & Financial Services
1692 Penman Road
Jacksonville Beach, FL 32250

This Privacy Policy applies to products and services of South Beach Tax. We reserve the right to change this Privacy Policy and any of the policies described above, at any time. Any material changes to our policy will be immediately posted and made available to consumers on our website. Notification of changes may be made by email or by means of a notice on the Website.
Effective 10/1/2020