OUR RESPONSIBILITIES
Our work rather consutation, tax return, tax plan or related products is based in infromation and data you (Taxpayer) provide. We may ask for clarification of your data or additional information. We are not responsible to discover fraud or other irregularities, should any exist. We will work to find all the credits and deductions you are legally entitled to.
YOUR RESPONSIBILITIES
To provide all the information required in a timely manner. To retain, with the completed work, all the documents, cancelled checks, amd other data that form the basis of income and deductions should you may later have to provide them to a taxing authority. To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority. You are responsible not to commit fraud.
PRIVACY POLICY
LOGIC TAX AND TITLE recognize the importance of protecting your information. We are committed to safeguarding the privacy of your information and want you to know the protective measures we take. LOGIC TAX AND TITLE may offer you the ability to apply for financial products and other services through various affiliated and non-affiliated companies. This privacy policy applies solely to LOGIC TAX AND TITLE. If you have any questions about this privacy policy, please contact us at privacy@logictaxandtitle.com
PERSONAL INFORMATION
We collect prepare and process your tax return and provide the services that you request, we collect certain personal information from you. For example, we may collect the following kinds of information; Personal information you submit to us about you and your family, such as name, address, social security number, phone number and email address. Financial information we receive from you or a third party such as your earnings, employment, tax withholding, interest income, and potentially deductible expenses such as mortgage interest paid. In the event you apply for a financial product, we may receive information from you, the Internal Revenue Service, the financial product providers, and credit reporting agencies regarding items such as your credit history and financial products status. If you pay with a credit card, we collect your card number, type and expiration date, and the name, address, and phone number of the card holder. During our providing to you the services that you request, we may receive information about you from our affiliates, business partners and third parties such as the IRS.
HOW WE MAY USE THE INFORMATION
We may use the information collected to provide the services and products that you request, to verify your identity, to process transactions that you initiate, to improve our services and to contact you regarding our services. To the extent permitted by law, we and our affiliates may also use your information to offer you relevant information, products and services offered by us or our business partners. We may use your information for statistical and business purposes, but any data that is aggregated for statistical or business monitoring purposes will be rendered anonymous so as not to be personally identifiable.
INFORMATION WE DISCLOSE
Use and disclosure of the information you provide for the purpose of preparing and filing your tax returns is be limited by the Internal Revenue Code, §7216, the Gramm- Leach- Bliley Act, and other law. We will not use or disclose to third parties your personal tax return information for any purpose other than the preparing, assisting, you in preparing, or filing your tax return, unless you authorize us by providing to us written consent to use or disclose or unless expressly required or authorized by law or pursuant to a court order. LOGIC TAX AND TITLE will share your information with the Internal Revenue Service, state tax authorities, and with other third parties to the extent necessary to provide you with the services and products you have selected. If you provide your e-mail address to us, we may contact you to invite you to prepare your tax return with us or to provide related services. You may choose to stop receiving emails by following the unsubscribe instructions included in these emails, accessing the email preferences in your account setting page or you can contact us at privacy@logictaxandtitle.com We may disclose your information to non-affiliated third parties that perform operational, marketing or accounting services for us and who are required to use such information only to perform services on your behalf. Our sharing of information may be with a financial product provider with whom we have a joint marketing agreement or companies that provides technical services such as software services. These companies are authorized to use your personal information only as necessary to provide these services to us. Such sharing will be done in accordance with applicable law. We also may share aggregated, or de- identified information, which cannot reasonably be used to identify you. In certain situations, LOGIC TAX AND TITLE may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements. We may also disclose or transfer your information in response to legal process such as to comply with a subpoena, or similar legal process or when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request, where required by applicable law, or if we are acquired by or merged with another company. If we are involved in a merger, acquisition, or sale of all or a portion of our assets, we may disclose your information though you will be notified a prominent notice on our websites of any change in ownership, as well as any choices you may have regarding your personal information.
Information Security
We maintain physical, electronic, and procedural security measures that comply with applicable legal and regulatory standards to safeguard your non-public personal information. Access to such information is restricted to those employees who are trained in the proper handling of client information and have a legitimate business need to access that information.
OUR COMMITMENT
Our Company Privacy Policy effective date is December 2019. Because privacy is important, we pledge to work with you to protect and safeguard the security of your personal customer information. If you have any questions about this privacy policy, you may contact this office by the telephone number and address listed on your return. In addition, you may contact LOGIC TAX AND TITLE, by e-mail at compliance@logictaxandtitle.com
OUR FEES
We invoice for time spent depending on schedules and forms completed. Our rates vary depending on the full scope of work performed. We may invoice fo rpartially completed work that is placed on extension or remains undone.
ARBITRATION
If a dispute arise out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its Commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.
AGREEMENT
The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substainstiated by reciepts, cancelled checks, or other documents. This information is true, correct and complete to the best of my (our) knowledge. Futher, it is my understanding that these terms will continue to be inforced for the succeding years of our engagement. LOGIC TAX AND TITLE CANNOT GURANTEE THE OUTCOME OF WHAT HAPPENS AFTER YOUR RETURN IS SENT TO THE IRS. IF YOUR RETURN IS USED TO FULFILL AN OFFSET, THIS DOES NOT RELIEVE YOU OF YOUR OBLIGATION TO PAY FOR SERVICES PROVIDED. I/ We Understand that no matter what method of payment selected of disbursement LOGIC TAX AND TITLE AND/ OR AFFILIATES DO NOT PERSONALLY PAY REFUNDS FROM THE BUSINESS OR PERSONAL BANK ACCOUNTS ALL PREPARATION FEES ARE DISBURSED VIA THIRD PARTY TRANSMISSION COMPANIES ASSOCIATED AND SELECTED VIA BANK PRODUCTS AND BANK PRODUCT FEES ASSOCIATED WITH THIS RETURN.