Globance Tax Services, a division of Globance Financial Group LLC ("Globance," "we," "us," or "our"), is committed to protecting the privacy and security of your personal information. This Privacy Notice explains how we collect, use, disclose, and safeguard your information when you use our tax preparation and advisory services.
This Notice applies to information we collect through our client portal (client.globancetax.com), in-person consultations, electronic communications, and any other means in connection with our services. By engaging our services, you consent to the practices described in this Notice.
Security ProgramOur Commitment to Your Privacy
- Administrative safeguards — employee training, access controls, security policies
- Technical safeguards — encryption, firewalls, secure authentication
- Physical safeguards — secure facilities, document storage, disposal procedures
- Incident response — breach detection, notification, remediation
CollectionInformation We Collect
Personal Identification Information
- Full legal name, date of birth, SSN or ITIN
- Home address, phone number, email address
- Government-issued photo identification
- Dependent information (names, SSNs, dates of birth, relationships)
Financial Information
- Employment and income information (W-2s, 1099s, K-1s)
- Bank account information (for refund direct deposit or payment processing)
- Investment and brokerage statements
- Business income and expenses (if applicable)
- Foreign financial account information
Tax-Related Information
- Prior year tax returns
- Deduction and credit documentation (receipts, records, statements)
- Health insurance coverage information (Forms 1095)
- Education expenses and student loan information
Technical Information
- IP address and device information when accessing our portal
- Login credentials and authentication information
- Communication records (emails, portal messages)
UsageHow We Use Your Information
| Purpose | Description |
|---|---|
| Tax Preparation | Preparing, reviewing, and filing your federal and state tax returns |
| Identity Verification | Verifying your identity to prevent fraud and comply with IRS due diligence requirements |
| Communication | Contacting you about your tax return, requesting information, and providing updates |
| Payment Processing | Processing your payment for services and facilitating refund direct deposits |
| Legal Compliance | Complying with IRS regulations, state tax authorities, and other legal requirements |
| Service Improvement | Improving our services, portal functionality, and client experience |
We do NOT: Sell your personal information to third parties. We do not use your tax information for marketing purposes unrelated to our services. We do not share your information with third parties for their marketing purposes.
DisclosureInformation Sharing and Disclosure
We may share your information only in the following limited circumstances:
Tax Authorities
We transmit your tax returns and related information to the IRS and applicable state tax authorities as necessary to file your returns.
Service Providers
We may share information with trusted third-party service providers who assist us in operating our business, including: tax preparation software providers (under confidentiality agreements), payment processors, secure document storage providers, and IT security services. All service providers are contractually bound to protect your information.
Legal Requirements
We may disclose information when required by law, subpoena, court order, or government investigation. We will notify you of such disclosure unless prohibited by law.
Your Authorization
We may share information with third parties (such as lenders, attorneys, or other professionals) when you provide explicit written authorization.
SecurityData Security Measures
Technical Safeguards
- Encryption: All data transmitted through our portal uses TLS/SSL encryption. Data at rest is encrypted using AES-256.
- Access Controls: Multi-factor authentication required for all portal access. Role-based access on a need-to-know basis.
- Monitoring: Continuous monitoring for unauthorized access attempts and suspicious activity.
- Secure Infrastructure: Systems hosted in SOC 2 compliant data centers with regular security audits.
Administrative Safeguards
- Employee Training: Annual security awareness training covering data protection, phishing prevention, and sensitive information handling.
- Background Checks: Employees with access to client data undergo background screening.
- Policies: Documented security policies governing all aspects of data handling, storage, and disposal.
Physical Safeguards
- Secure Facilities: Physical documents stored in locked, secure locations.
- Device Security: All devices used to access client data are encrypted and password-protected.
- Secure Disposal: Physical documents cross-cut shredded. Electronic data securely wiped using industry-standard methods.
RetentionData Retention
| Information Type | Retention Period |
|---|---|
| Tax returns and supporting documents | 7 years from filing date |
| Engagement letters and agreements | 7 years from engagement completion |
| Communication records | 7 years from date of communication |
| Payment and billing records | 7 years from transaction date |
After the retention period expires, information is securely destroyed in accordance with our data disposal procedures. Certain information may be retained longer if required by law or for legitimate business purposes.
Breach ResponseData Breach Notification
Our Commitment: In the event of a data breach affecting your personal information, we will notify you promptly in accordance with applicable federal and state laws.
Our breach notification will include: a description of the incident and information potentially affected; steps we are taking to investigate and remediate; recommended actions you should take; contact information for questions; and information about credit monitoring services, if applicable.
We maintain incident response procedures and work with cybersecurity professionals to investigate and contain any security incidents. We also report breaches to the IRS and relevant authorities as required by law.
Your RightsYour Privacy Rights
Access
You may request access to the personal information we hold about you. We will provide a copy within 30 days of your verified request.
Correction
You may request correction of inaccurate or incomplete personal information. Note: we cannot change information on tax returns already filed; corrections require amended returns.
Deletion
You may request deletion of your personal information, subject to our legal retention obligations. We must retain certain records for seven years as required by law and professional standards.
Opt-Out
You may opt out of non-essential communications (marketing emails, newsletters) at any time. We will continue to send communications necessary to provide our services.
Third PartiesThird-Party Services and Links
Our portal may contain links to third-party websites or integrate with third-party services (such as payment processors). These third parties have their own privacy policies. We are not responsible for the privacy practices of third parties. We encourage you to review their policies before providing information.
MinorsChildren's Privacy
Our services are not directed to individuals under 18. We collect information about minors only when provided by parents or guardians for tax return purposes (such as dependent information). We do not knowingly collect personal information directly from children.
UpdatesChanges to This Privacy Notice
We may update this Privacy Notice from time to time. We will notify you of material changes by posting the updated Notice on our portal and, for significant changes, by email. The "Last Updated" date at the top indicates when the Notice was last revised. Your continued use of our services after changes constitutes acceptance of the updated Notice.
ContactContact Us
Globance Tax Services | Privacy Officer | A Division of Globance Financial Group LLC | McKinney, Texas
Email: privacy@globancetax.com | Phone: (254) 975-6815 | Portal: client.globancetax.com
By engaging our services, you acknowledge that you have read and understood this Privacy Notice and consent to the collection, use, and disclosure of your information as described herein.