Privacy Policy

1. Introduction

OsoElite Consulting Company LLC ("OsoElite", "we", "us", or "our") is committed to respecting and protecting the privacy of our clients and website visitors. This Privacy Policy outlines the types of information we collect, how that information is utilized, and the safeguards implemented to protect it.

2. Information We Collect

Depending on the services requested, we may collect the following information:

• Contact Information: Name, phone number, email address, and general location details.
• Tax Preparation Inquiries: Estimated income categories, filing status, dependent claims, and refund advance preferences submitted through our verified Jotform interface.
• Service Inquiries: Communications submitted via our contact or intake forms.

We do not publicly expose, display, or sell client personal or financial information.

3. Handling of Sensitive Financial Records

Sensitive tax documentation, Social Security numbers, and government-issued identification are strictly confined to authorized tax preparation workflows. We do not store unencrypted Social Security numbers or tax return files in general marketing or publicly accessible website databases.

4. Third-Party Integrations

Our website utilizes a verified Jotform integration for free tax estimates. Submission data transferred through this form is handled in accordance with applicable privacy and security standards. We do not activate unauthorized automated communications or share client information with non-essential third parties.

5. Data Retention & Security Controls

Access to client records, preparer requests, and management notes is strictly restricted to authorized OsoElite personnel through password-protected management interfaces.

6. Contact for Privacy Inquiries

If you have questions regarding this Privacy Policy or how your data is handled, please contact us at info@osoeliteconsulting.com or visit our Contact Page.