Effective Date: January 20, 2014 (Updated)
Gleason Tax Advisory
1. Our Promise to You
At Gleason Tax Advisory, safeguarding your personal and tax information is not just good business—it’s the law.
When you trust us to prepare your tax return, you’re sharing sensitive details about your finances and future. We take that trust seriously. Federal law (IRC §7216) prohibits us from disclosing or using your tax return information for anything other than preparing and filing your return—unless you provide clear, written consent.
Here’s what that means for you:
- We never share your tax information with third parties (e.g., lenders, advisors, software vendors) without your express written consent.
- If you do authorize sharing, you’ll receive a detailed form explaining exactly what’s shared, with whom, and why.
- Declining to give consent will never affect the quality or completeness of your tax return.
- You may revoke consent at any time, in writing.
- We follow strict security protocols to store and protect your data, with access limited to staff who need it for their work.
- If you believe your data has been shared improperly, you have the right to report it to the Treasury Inspector General for Tax Administration (TIGTA).
Your tax return is personal. Protecting it is our responsibility—and we take that seriously.
2. What Information We Collect Online
We collect information from you when you:
- Place an order
- Fill out a form or contact request
- Subscribe to our newsletter
- Respond to surveys or promotions
You may be asked to enter your name, email, mailing address, phone number, or credit card details. You may visit our site anonymously, and we never collect data from anyone under 13 years of age.
3. How We Use Your Information
Your information may be used to:
- Personalize your experience
- Improve our website and customer service
- Process transactions securely
- Send you updates about your tax return, our services, or occasional company news.
- Administer promotions or surveys.
We do not sell, trade, or share your personally identifiable information, except as necessary to deliver requested services or comply with legal obligations.
4. Email Communications
If you provide your email address, we may send:
- Transactional updates (e.g., order confirmations)
- Periodic newsletters or service-related emails
You can unsubscribe at any time by following the instructions at the bottom of our emails.
5. Protecting Your Information
We use a secure server and implement multiple safeguards:
- SSL encryption for sensitive data (e.g., credit cards)
- Encrypted storage through secure payment gateways
- Restricted access by authorized personnel only
- We do not store full credit card or Social Security numbers on our servers after a transaction
6. Use of Cookies
Yes, we use cookies. These small files help us:
- Process items in your shopping cart
- Save your preferences
- Understand site traffic and user interaction
We may use trusted third-party services (e.g., Google Analytics) to analyze site data. These providers are not permitted to use your information for any other purpose.
You may opt out of personalized Google advertising by visiting Google’s ad settings.
7. Disclosure to Outside Parties
We do not sell or trade your data.
We may share information only with:
- Trusted partners who help us operate our website or serve you (with confidentiality agreements)
- Legal authorities, when required to comply with the law or protect rights and safety
Non-personal information may be shared for analytics or marketing purposes.
8. Third-Party Links
Our site may include links to third-party products or services. These sites operate independently and have separate privacy policies. We are not responsible for the content or practices of these external sites.
9. California and Children’s Privacy Compliance
- In compliance with the California Online Privacy Protection Act (CalOPPA), we do not distribute your personal information without consent.
- In compliance with COPPA, we do not knowingly collect data from anyone under the age of 13.
10. Your Consent
By using our website or services, you consent to the terms outlined in this Privacy Policy.
11. Changes to This Policy
If we update our privacy policy, we’ll post the changes on this page and revise the modification date.
Last Modified: August 6, 2025
(Current revision reflects updates to legal references and firm practices.)
12. Contact Us
If you have any questions about this policy or how we protect your information, please contact:
Gleason Tax Advisory
1848 Buffalo St Ext
Jamestown, NY 14701
📧 bruce@gleasontaxadvisory.com
📞 716-720-5339
