Before we begin, please review how we protect your information.
🔒 Your Privacy Matters
Siegel Tax Center takes the security of your personal information seriously. Here's how we handle your data:
What we collect: Name, date of birth, Social Security Number, address, phone, email, and tax-related information necessary for preparing your return.
Why we collect it: Solely for providing you with tax preparation services as required by the IRS.
How we protect it: All data is encrypted using AES-256 encryption before storage. Transmissions are secured with HTTPS/TLS. Admin access requires multi-factor authentication.
How long we keep it: 7 years, as required by IRS regulations for tax preparers.
Your rights: You may request deletion of your information at any time by contacting our office.
Let's get your details — this takes about 3 minutes.
Residency & Status
A few questions about where you live and your filing status.
Dependents
Add anyone you'll be claiming as a dependent.
Note: If you claimed a dependent with us last year, you can leave DOB & SSN blank for that dependent.
Tax Q&A
Just tap Yes or No for each.
Almost Done!
Anything else we should know?
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You're All Set!
Thanks for filling out the questionnaire. Your information has been encrypted and submitted securely. We'll be in touch soon.
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Privacy Policy — Siegel Tax Center
Effective Date: January 1, 2025
Information We Collect
When you use our New Client Questionnaire, we collect the following personal information:
Full legal name
Date of birth
Social Security Number (for tax filing purposes)
Current mailing address
Email address and telephone number
Marital status and dependent information
Tax-related financial information (e.g., insurance, investments, employment changes)
How We Use Your Information
Your information is used solely for the purpose of preparing your federal and state tax returns as authorized by you. We do not sell, share, or distribute your personal information to third parties except as required by law or as necessary to complete tax preparation services.
How We Protect Your Information
Encryption at rest: All personal information is encrypted using AES-256-GCM encryption before being stored in our database.
Secure transmission: All data transmitted between your device and our servers is protected with HTTPS/TLS 1.2+ encryption.
Multi-factor authentication: Administrative access to your data requires both a password and a time-based one-time password (TOTP).
Access controls: Only authorized Siegel Tax Center personnel have access to client data, and all access is logged and auditable.
Compliance: We comply with IRS Publication 4557 (Safeguarding Taxpayer Data), the FTC Safeguards Rule, and applicable New Jersey data protection laws.
Data Retention
We retain your personal information for 7 years from the date of submission, as required by IRS regulations for tax preparers. After this period, your data is securely deleted.
Your Rights
You may request a copy of the information we have about you.
You may request correction of inaccurate information.
You may request deletion of your information at any time by contacting our office.
You will be notified promptly in the event of a data breach affecting your information.
Contact Information
For privacy-related inquiries, contact Siegel Tax Center directly at our office.
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