At Gemini Financial Services, we are committed to maintaining the excellence and integrity of your personal and financial information. This Privacy Policy explains how we collect, use, and protect your data as we provide virtual financial solutions across all 50 states.
1. Information We Collect
To provide personalized tax preparation, bookkeeping, and financial planning services, we may collect the following:
- Identification Information: Name, date of birth, and Social Security Number for tax filing.
- Contact Information: Phone number and email address.
- Financial Records: Income statements, expense reports, and bookkeeping data.
2. How We Use Your Information
Your information is used strictly to empower you to achieve your financial goals through the following:
- Preparing and e-filing business and individual taxes.
- Managing tax advances and self-employment tax obligations.
- Providing transparent and reliable financial guidance.
3. Data Security and Integrity
We prioritize your confidence by implementing innovative security measures to protect your sensitive data. As a virtual service provider, we use secure, encrypted platforms to ensure that your information remains confidential during every step of the process.
4. Third-Party Disclosure
We do not sell or trade your personal information. Data is only shared with relevant authorities (such as the IRS) for the purpose of e-filing or tax resolution as authorized by you.
5. Contact Us
If you have questions regarding your data or this policy, please contact our expert team:
- Phone: (972) 763-6425
- Email: geminifinancialtax@gmail.com