ICONIC TAX SERVICES
PRIVACY POLICY
Effective Date: August 21, 2026
Last Updated: August 21, 2026
Iconic Tax Services (“Iconic Tax Services,” “we,” “our,” or “us”) recognizes the sensitive nature of personal, financial, and tax information. We are committed to handling information responsibly and using reasonable safeguards consistent with our services and applicable legal obligations.
This Privacy Policy applies to information collected through our website, forms, appointments, communications, tax-service processes, and related interactions.
1. Business Information
Business Name: Iconic Tax Services
Legal Business Name: Iconic Tax Services
Business Address:9943 Jones RD B9 Houston Texas 77009
Email Address:[email protected]
Telephone Number:+1 970-780-4467
Website:https://iconictaxservices.org/
When applicable, Iconic Tax Services operates as a trade name or DBA of Iconic Tax Services.
2. Information We May Collect
Depending on the services requested, we may collect:
Name, mailing address, email address, telephone number, and date of birth.
Appointment and communication information.
Filing status, dependent information, employment information, business information, and income information.
Tax forms, expense records, deductions, credits, banking details, identity documents, and other information necessary to provide tax services.
Social Security numbers, taxpayer identification numbers, and similar identifiers when legitimately required for tax preparation.
Payment and billing information.
Electronic signatures, authorizations, consents, and service agreements.
Messages, form submissions, emails, telephone calls, secure-portal communications, and text-message records.
Website activity, cookies, IP addresses, browser details, and device information.
Information received from authorized representatives, financial institutions, payroll providers, tax authorities, or other sources you authorize.
3. How We Collect Information
Information may be collected:
Directly from you during intake, consultations, appointments, document uploads, or communications.
Through secure portals, forms, electronic signature systems, tax software, CRM systems, or payment processors.
From a spouse, authorized representative, employer, financial institution, tax authority, or other party when you authorize access or applicable law permits it.
Automatically through website cookies and analytics tools.
4. How We Use Information
We may use information to:
Verify identity and evaluate service requests.
Schedule tax consultations and appointments.
Prepare, review, amend, or electronically file tax returns when authorized.
Request missing documents and provide status updates.
Communicate about tax services, signatures, payments, deadlines, and customer support.
Maintain tax, financial, compliance, and business records.
Detect or prevent fraud and protect confidential information.
Comply with professional, tax, regulatory, legal, banking-product, and electronic-filing requirements.
Improve our website, operations, and services.
Send promotional communications when separate marketing consent has been provided.
5. Sensitive Information and SMS
Do not send Social Security numbers, complete taxpayer identification numbers, banking credentials, tax returns, identity documents, passwords, or other highly sensitive information by ordinary text message.
When sensitive documents are required, use the secure upload method or client portal provided by Iconic Tax Services.
Text messages may be used for limited communications such as:
Appointment confirmations and reminders.
Tax-season announcements.
Document reminders that do not reveal sensitive tax information.
Return-processing or service-status notifications.
Electronic-signature reminders.
Payment reminders.
Customer-support communications.
Promotional tax-service messages when marketing consent is provided.
SMS consent is voluntary and is collected separately from general service intake. Marketing consent is not required to receive tax services.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
We may provide limited information to vendors that operate our CRM, telephone, SMS, secure portal, tax software, payment processing, customer support, or other technology systems. Those vendors may use the information only to perform services for Iconic Tax Services and must handle it according to their contractual and legal obligations.
Mobile numbers, SMS opt-in information, and text-message consent will not be sold, rented, or transferred to another company for that company’s independent marketing. Text-message originator opt-in records and consent will not be shared with unauthorized third parties.
6. Disclosure of Tax and Personal Information
We may disclose information only as permitted or required for legitimate business and legal purposes, including:
Authorized Service Providers
Information may be processed through tax-preparation software, electronic-filing providers, document portals, payment processors, customer support vendors, communications providers, cloud storage, accounting systems, or security providers.
Tax Filing and Financial Services
When authorized, information may be transmitted to federal or state tax authorities, electronic return transmitters, banking-product providers, or other parties involved in providing the requested tax service.
Your Authorization
Information may be disclosed to an individual or organization you authorize, such as a spouse, representative, attorney, accountant, or financial professional.
Legal and Compliance Requirements
We may disclose information when required by law, subpoena, court order, regulatory requirement, professional obligation, fraud investigation, or governmental request.
Protection of Rights and Security
We may disclose information when reasonably necessary to protect clients, staff, systems, property, legal rights, or public safety.
We do not sell tax-return information or use it for unrelated purposes without appropriate authorization.
7. Cookies and Analytics
Our website may use cookies and analytics tools to maintain website functionality, understand traffic, improve services, and measure marketing effectiveness.
Cookie preferences may be controlled through your browser.
8. Data Retention
Information may be retained for the period reasonably necessary to provide services, maintain required tax and business records, respond to audits or inquiries, comply with professional and legal requirements, prevent fraud, and resolve disputes.
Retention periods may vary based on the type of record and applicable law.
9. Information Security
We use reasonable administrative, technical, and physical safeguards designed to protect confidential information.
These measures may include access controls, authentication, secure portals, encrypted services where available, staff procedures, and vendor safeguards.
No electronic system can be guaranteed to be completely secure. Notify us promptly if you believe your information or account has been compromised.
10. Your Choices and Requests
Subject to applicable law and tax-record requirements, you may:
Request correction of inaccurate contact information.
Ask how information is being used.
Request deletion of certain information when retention is not legally or operationally required.
Unsubscribe from promotional emails.
Withdraw SMS consent by replying STOP.
Update your communication preferences.
Submit privacy inquiries to https://iconictaxservices.org/privacy-policy.
11. Children and Dependents
Tax services may require information about dependents, including minors. Such information should be provided only by a parent, guardian, taxpayer, or other authorized person and will be used for legitimate tax-service purposes.
Our website is not intended for children to use independently.
12. Third-Party Services
Our website or client process may link to third-party portals, payment processors, tax software, or government websites. Third-party services operate under their own privacy practices and terms.
13. Changes to This Policy
We may update this Privacy Policy to reflect changes in our practices, technology, services, or legal obligations. The revised version will be posted with an updated date.
14. Contact Us
Iconic Tax Services
9943 Jones RD B9 Houston Texas 77009
Email: [email protected]
Phone: +1 970-780-4467