Online Privacy Policy 

 Our Privacy Policy is posted on this page via a PDF for the protection of  this policy that we value the most. If you are unable to open this document. Please email clientserivces@themiltontax.com and on the subject live type Privacy Policy PDF Request. Within 24 hours you will receive a copy of this request. 

UPDATED ON APRIL 26th ,2024

Privacy Policy

Protecting your private information is our priority. This Statement of Privacy applies to

www.themiltontax.com, and The Milton Tax Company LLC and governs data collection and usage.

For the purposes of this Privacy Policy, unless otherwise noted, all references to The Milton Tax

Company LLC include www.themiltontax.com and The Milton Tax. The The Milton Tax website is a

Income tax preparation servicing and personal client information data collection via a secured portal.

site. By using the The Milton Tax website, you consent to the data practices described in this

statement.

Collection of your Personal Information

In order to better provide you with products and services offered, The Milton Tax may collect

personally identifiable information, such as your:

  - First and Last Name

  - Mailing Address

  - E-mail Address

  - Phone Number

If you purchase The Milton Tax's products and services, we collect billing and credit card

information. This information is used to complete the purchase transaction.

The Milton Tax may also collect anonymous demographic information, which is not unique to you,

such as your:

  - Age

  - Gender

  - Household Income

We do not collect any personal information about you unless you voluntarily provide it to us.

However, you may be required to provide certain personal information to us when you elect to use

certain products or services. These may include: (a) registering for an account; (b) entering a

sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from

selected third parties; (d) sending us an email message; (e) submitting your credit card or other

payment information when ordering and purchasing products and services. To wit, we will use your

information for, but not limited to, communicating with you in relation to services and/or products you

have requested from us. We also may gather additional personal or non-personal information in the

future.

Use of your Personal Information

The Milton Tax collects and uses your personal information to operate and deliver the services you

have requested.

The Milton Tax may also use your personally identifiable information to inform you of other products

or services available from The Milton Tax and its affiliates.

Sharing Information with Third Parties

The Milton Tax does not sell, rent or lease its customer lists to third parties.

The Milton Tax may, from time to time, contact you on behalf of external business partners about a

particular offering that may be of interest to you. In those cases, your unique personally identifiable

information (e-mail, name, address, telephone number) is transferred to the third party. The Milton

Tax may share data with trusted partners to help perform statistical analysis, send you email or

postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited

from using your personal information except to provide these services to The Milton Tax, and they

are required to maintain the confidentiality of your information.

The Milton Tax may disclose your personal information, without notice, if required to do so by law or

in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply

with legal process served on The Milton Tax or the site; (b) protect and defend the rights or property

of The Milton Tax; and/or (c) act under exigent circumstances to protect the personal safety of users

of The Milton Tax, or the public.

Opt-Out of Disclosure of Personal Information to Third Parties

In connection with any personal information we may disclose to a third party for a business purpose,

you have the right to know:

• The categories of personal information that we disclosed about you for a business purpose.

You have the right under the California Consumer Privacy Act of 2018 (CCPA) and certain other

privacy and data protection laws, as applicable, to opt-out of the disclosure of your personal

information. If you exercise your right to opt-out of the disclosure of your personal information, we

will refrain from disclosing your personal information, unless you subsequently provide express

authorization for the disclosure of your personal information. To opt-out of the disclosure of your

personal information, call 714-313-5933

Automatically Collected Information

Information about your computer hardware and software may be automatically collected by The

Milton Tax. This information can include: your IP address, browser type, domain names, access

times and referring website addresses. This information is used for the operation of the service, to

maintain quality of the service, and to provide general statistics regarding use of the The Milton Tax

website.

Security of your Personal Information

The Milton Tax secures your personal information from unauthorized access, use, or disclosure. The

Milton Tax uses the following methods for this purpose:

  - SSL Protocol

  - www.getcanopy.com

When personal information (such as a credit card number) is transmitted to other websites, it is

protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.

We strive to take appropriate security measures to protect against unauthorized access to or

alteration of your personal information. Unfortunately, no data transmission over the Internet or any

wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your

personal information, you acknowledge that: (a) there are security and privacy limitations inherent to

the Internet which are beyond our control; and (b) security, integrity, and privacy of any and all

information and data exchanged between you and us through this Site cannot be guaranteed.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

• Delete your personal information from our records; and

• Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information if it

is necessary to:

• Complete the transaction for which the personal information was collected, fulfill the terms of a

written warranty or product recall conducted in accordance with federal law, provide a good or

service requested by you, or reasonably anticipated within the context of our ongoing business

relationship with you, or otherwise perform a contract between you and us;

• Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or

prosecute those responsible for that activity;

• Debug to identify and repair errors that impair existing intended functionality;

• Exercise free speech, ensure the right of another consumer to exercise his or her right of free

speech, or exercise another right provided for by law;

• Comply with the California Electronic Communications Privacy Act;

• Engage in public or peer-reviewed scientific, historical, or statistical research in the public

interest that adheres to all other applicable ethics and privacy laws, when our deletion of the

information is likely to render impossible or seriously impair the achievement of such research,

provided we have obtained your informed consent;

• Enable solely internal uses that are reasonably aligned with your expectations based on your

relationship with us;

• Comply with an existing legal obligation; or

• Otherwise use your personal information, internally, in a lawful manner that is compatible with

the context in which you provided the information.

Children Under Thirteen

The Milton Tax collects personally identifiable information from children under the age of thirteen.

The Milton Tax collects this information for the following reason(s): Income Tax Purposes.

We provide information about our personal data practices for children on our home page and

wherever we knowingly collect personal data from children on our website. If you are under the age

of thirteen, you must ask your parent or guardian for permission to use this website. If you are a

parent and you have questions regarding our data collection practices, please contact us using the

information provided at the end of this Statement of Privacy.

Opt-Out & Unsubscribe from Third Party Communications

We respect your privacy and give you an opportunity to opt-out of receiving announcements of

certain information. Users may opt-out of receiving any or all communications from third-party

partners of The Milton Tax by contacting us here:

- Email: clientservices@themiltontax.com

- Phone: 833-353-0003

E-mail Communications

From time to time, The Milton Tax may contact you via email for the purpose of providing

announcements, promotional offers, alerts, confirmations, surveys, and/or other general

communication.

If you would like to stop receiving marketing or promotional communications via email from The

Milton Tax, you may opt out of such communications by Contacting the office and request to opt-out

of emails.

External Data Storage Sites

We may store your data on servers provided by third party hosting vendors with whom we have

contracted.

Changes to this Statement

The Milton Tax reserves the right to change this Privacy Policy from time to time. We will notify you

about significant changes in the way we treat personal information by sending a notice to the primary

email address specified in your account, by placing a prominent notice on our website, and/or by

updating any privacy information. Your continued use of the website and/or Services available after

such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b)

agreement to abide and be bound by that Policy.

Contact Information

The Milton Tax welcomes your questions or comments regarding this Statement of Privacy. If you

believe that The Milton Tax has not adhered to this Statement, please contact The Milton Tax at:

The Milton Tax Company LLC

1050 Lakes Drive, STE 225

West Covina, CA 91790

Email Address:

clientservices@themiltontax.com

Telephone number:

7143135933

Effective as of April 22nd, 2024

Effective as of April 22nd, 2024