Privacy Policy

Bany Tax (“Bany Tax,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how information may be collected, used, disclosed, and protected when you visit BanyTax.com, communicate with us, schedule an appointment, or use services linked through our website.

Information We Collect

When you use BanyTax.com, we may collect information that you voluntarily provide, including your name, email address, telephone number, preferred language, business name, service interests, appointment information, and information included in communications you send to us.

We may also automatically receive limited technical information when you visit our website, such as your browser type, device type, IP address, referring pages, pages visited, and general website usage information.

Sensitive Financial and Tax Information

BanyTax.com is a public website and is not intended for submitting sensitive financial, tax, or identity documents.

Please do not submit Social Security numbers, Individual Taxpayer Identification Numbers (ITINs), bank account information, tax returns, W-2s, 1099s, identification documents, or other sensitive financial information through public website forms, ordinary email, or other unsecured communication channels.

When sensitive information or documents are required, Bany Tax may direct you to our secure client portal or another approved secure method.

Client Portal and TaxDome

Bany Tax uses TaxDome as part of its client-management and secure document-exchange infrastructure.

When you access the TaxDome client portal through BanyTax.com, you are accessing a third-party platform operated separately from this website. Information submitted through TaxDome may also be subject to TaxDome's applicable privacy and security practices.

Bany Tax may use the client portal to request documents, collect information, obtain signatures, deliver documents, communicate with clients, issue invoices, and manage client engagements.

Appointment Scheduling and Third-Party Services

BanyTax.com may link to third-party services for appointment scheduling, client communications, payment processing, document exchange, analytics, or other business functions.

When you use a third-party service, information you provide may also be processed according to that provider's privacy policy and terms.

A link to a third-party service does not mean Bany Tax controls that provider's systems or privacy practices.

How We Use Information

We may use information collected through our website to respond to inquiries, schedule appointments, determine which Bany Tax service may be appropriate, communicate with prospective and existing clients, provide and improve our services, maintain website security, operate our business, comply with legal and professional obligations, and prevent fraud or misuse.

We do not use information submitted through a general website inquiry as a substitute for the formal information required to establish a professional engagement.

Tax Return Information and Confidentiality

When Bany Tax provides tax preparation or related tax services, information received in connection with those services is handled in accordance with applicable federal and state laws and professional requirements.

Tax return information may be subject to additional protections and restrictions, including applicable provisions of the Internal Revenue Code and Treasury regulations.

We do not disclose or use tax return information for purposes prohibited by applicable law.

Information Sharing

Bany Tax does not sell your personal information.

We may share information when reasonably necessary with service providers that support our business operations, when you authorize or request the disclosure, when necessary to perform services you have engaged us to provide, or when required or permitted by law.

Service providers may include technology, hosting, client-portal, scheduling, payment-processing, communications, and professional-service providers.

Data Security

We use reasonable administrative, technical, and organizational measures designed to protect information under our control.

However, no internet transmission, electronic storage system, website, or third-party platform can be guaranteed to be completely secure.

For that reason, sensitive documents should only be transmitted using the secure methods Bany Tax provides or approves.

Data Retention

We may retain personal information for as long as reasonably necessary to provide services, maintain business and tax records, satisfy legal or professional obligations, resolve disputes, enforce agreements, and protect our legitimate business interests.

Different categories of information may be retained for different periods.

Cookies and Website Technologies

BanyTax.com may use cookies and similar technologies necessary for website functionality, security, performance, preferences, and analytics.

If additional advertising or tracking technologies are introduced in the future, this Privacy Policy should be updated accordingly.

Children's Privacy

BanyTax.com is not directed toward children under 13, and we do not knowingly collect personal information from children under 13 through the public website.

Your Choices

You may contact Bany Tax to request correction or updating of certain personal information or to ask questions about how your information is handled.

Certain records may need to be retained when required by law, professional standards, contractual obligations, or legitimate business requirements.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or business practices.

The updated version will be posted on BanyTax.com with a revised “Last Updated” date.

Contact Us

Questions regarding this Privacy Policy may be directed to: