Privacy Policy

1. Introduction

Incwell Consulting Corp, doing business as Incwell Tax & Consulting and itinsupport (collectively, “we,” “our,” or “us”), based in New York, is committed to protecting your privacy. This Privacy Policy applies universally across our entire ecosystem of websites, applications, and services. As a professional tax practice operated by licensed professionals, we adhere to stringent federal and state laws regarding your sensitive information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our websites or engage our tax, accounting, and consulting services.

2. Information We Collect

To provide comprehensive tax and business consulting services, we may collect information about you in a variety of ways, including:

• Personal Data: Name, email address, phone number, mailing address, Social Security Numbers (SSN), Employer Identification Numbers (EIN), date of birth, and other identifying contact information you provide.
• Financial & Tax Information: Tax documents (e.g., W-2s, 1099s), bank account details, financial statements, investment records, and other sensitive financial data necessary to prepare your returns or provide consulting services.
• Usage Data: Information about how you use our ecosystem of websites and applications, including IP address, browser type, and pages visited.
• Communication Data: Records of correspondence when you contact us for support, inquiries, or document transmission.

3. How We Use Your Information

We use the information we collect strictly to:

• Provide, operate, and maintain our tax preparation, support, and consulting services across our ecosystem.
• Prepare and process your federal, state, and local tax returns and financial documents.
• Communicate with you regarding your accounts, tax deadlines, and our services.
• Comply with Internal Revenue Service (IRS) regulations and other applicable legal obligations.
• Send you relevant newsletters and marketing communications (only with your explicit consent).
• Improve our websites, security measures, and service offerings.

Compliance with IRC Section 7216: As a tax preparer, we are strictly governed by Internal Revenue Code Section 7216. We will not use or disclose your tax return information for any purpose other than the preparation and filing of your tax return without your explicit, written consent, except as required or permitted by law.

4. Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties for marketing purposes. We may share your information only under the following circumstances:

• Service Providers: With trusted service providers (such as secure tax software providers and IRS e-file transmitters) who assist us in operating our business and filing your returns, provided they are bound by strict confidentiality and data protection agreements.
• Legal Requirements: When required by law, subpoena, or other legal processes, or to protect our rights, property, or safety.

5. Data Security

As part of our commitment to safeguarding your data across our entire ecosystem, we have implemented a comprehensive Written Information Security Program (WISP) and robust security systems to ensure the safety and confidentiality of your sensitive information. We implement appropriate technical, physical, and administrative security measures designed to protect your personal information against unauthorized access, alteration, disclosure, or destruction. We comply with the data safeguarding standards mandated by the federal Gramm-Leach-Bliley Act (GLBA) Safeguards Rule for financial institutions and the New York Stop Hacks and Improve Electronic Data Security (SHIELD) Act. However, please note that no method of transmission over the Internet or electronic storage is 100% secure.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, resolve disputes, and enforce our agreements. Specifically, tax-related documents, workpapers, and electronic files are retained in accordance with IRS recordkeeping requirements and New York State tax laws, which typically mandate a retention period of three to seven years.

7. Your Rights

Depending on your jurisdiction, you have the right to:

• Access and request a copy of your personal information.
• Request the correction of inaccurate or incomplete data.
• Request the deletion of your data (subject to IRS and state legal retention requirements, which supersede deletion requests for tax records).
• Opt-out of any marketing communications at any time.

8. Global and Regional Privacy Compliance

We recognize that privacy regulations vary globally. Whether you are a resident of New York, another U.S. state, or an international jurisdiction (such as those protected by the GDPR), our foundational principle remains the same: your data is handled with the highest level of security and respect for your privacy rights.

We are committed to full compliance with all applicable regional, national, and international data protection laws. Depending on your location, you may have specific rights regarding your personal information, including the right to know how your data is used, the right to request deletion or restriction of processing (subject to superseding tax and legal retention requirements), and the right to object to the sale or sharing of your data. We do not sell your personal data. If you have questions about your specific regional rights, please contact us.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or regulatory requirements. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date at the top of the document.

10. Contact us

If you have any questions or concerns about this Privacy Policy, our data protection practices, or how your information is handled across our ecosystem, please contact us at: