Last Updated: 29/12/2025

Osman Tax (“we,” “us,” or “our”) 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 visit our website, use our secure client portal, or engage our tax and advisory services. By using our website or services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information.

A. Personal information you provide to us
name, email address, phone number, mailing address, date of birth, Social Security Number or Tax ID, financial information provided for tax preparation, employer or business information, tax documents and forms

B. Portal and document information
documents uploaded or submitted, messages exchanged through the portal, e-signature information, billing and payment history

C. Automatically collected data
IP address, browser type, device type, pages visited, cookies and usage data. This information is used for security, analytics, and website performance.

2. How We Use Your Information

We use your information to prepare and file tax returns, provide tax planning and advisory services, verify your identity, communicate regarding services, process payments and invoices, operate our secure client portal, comply with federal and state laws, improve our website and services, and respond to customer service requests. We do not sell your personal information to third parties.

3. Sharing and Disclosure of Information

We may share your information with your consent, with third-party service providers who support our operations, with the IRS or state tax agencies as required for filing, to comply with law or government requests, or to protect our legal rights or prevent fraud. All third parties are required to maintain confidentiality and security.

4. Secure Client Portal

We provide a secure online portal to exchange documents and communicate with clients. The portal uses encryption and authentication to protect your data. Within the portal you may upload and download documents, review and approve returns, sign electronically, send secure messages, and view invoices and payments. Do not share your login credentials with anyone.

5. Cookies and Tracking Technologies

We may use cookies and similar technologies to remember preferences, analyze website traffic, and improve user experience. You may disable cookies through your browser settings, although some features may not function properly.

6. Data Security

We implement administrative, technical, and physical safeguards to protect your personal information, including encrypted portal access, restricted employee access, secure data storage, and multi-factor authentication where applicable. However, no method of transmission or storage is 100% secure.

7. Data Retention

We retain your information only as long as necessary to provide services, comply with legal obligations, maintain required records, and resolve disputes. When no longer required, information is securely deleted or anonymized.

8. Your Rights

Depending on your location, you may have the right to access, correct, or request deletion of your personal information, or withdraw consent where allowed by law. To exercise these rights, contact us using the information below.

9. Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect information from children. If we learn we have received such data, we will delete it.

10. Third-Party Websites

Our website may contain links to other websites or platforms. We are not responsible for the privacy practices or content of those third parties.

11. Changes to This Policy

We may update this Privacy Policy periodically. The “Last Updated” date reflects the latest revision. Continued use of our website or services indicates acceptance of any changes.

12. Contact Us

Osman Tax
Email: iosman@osmantax.com
Phone: 520-370-9565 / 612-730-2466
Website: osmantax.com