Privacy Policy
Privacy Policy
Effective Date: JULY 28, 2025
PennySmart Group, LLC ("we," "us," or "our") values your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you use our website or services.
1. Information We Collect
We may collect the following types of personal information:
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Contact Information: Name, phone number, email address, mailing address
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Service Information: Tax, notary, or immigration-related documents you submit for our services
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Payment Information: Billing and payment details (we do not store full credit card numbers)
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Device & Usage Information: IP address, browser type, device type, referring URLs, and interaction data through cookies and tracking technologies
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We collect some of this information directly, and some automatically through tools like Google Analytics.
2. Use of Google Services
Our website uses Google Analytics and other Google tools to help us understand user behavior and improve our services. Google may collect information such as your IP address, browser, pages visited, and device data.
By using our site, you consent to Google’s processing of your data in accordance with their Privacy Policy. You can opt out of Google Analytics tracking by visiting Google's opt-out page.
3. How We Use Your Information
PennySmart Group, LLC may use your information to:
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Provide tax, notary, and immigration document services
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Respond to service inquiries and communicate with you
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Schedule appointments and send confirmations
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Improve our website functionality and service offerings
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Fulfill legal, regulatory, or contractual obligations
4. Sharing of Information
We do not sell or rent your personal information. We may share it only with:
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Third-party service providers who assist with appointment scheduling, payment
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processing, or secure notary platforms (e.g., BlueNotary)
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Partners we collaborate with for specific services (e.g., Community Tax for IRS resolution)
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Government agencies or authorities if required by law (e.g., IRS, USCIS)
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All third parties are contractually obligated to keep your data confidential and secure.
5. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance your browsing experience and gather analytics data. You can adjust your cookie preferences in your browser settings.
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We may also use tools such as:
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Google Analytics
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Google Tag Manager
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Google Ads (if enabled in the future)
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These tools may track behavior such as time on site, pages visited, and interactions.
6. Data Security
PennySmart Group, LLC implements technical and organizational measures to safeguard your information, including SSL encryption and secure cloud-based platforms. However, no online system is 100% secure, and we encourage you to use strong passwords and avoid sharing sensitive data over unsecure channels.
7. IRS Compliance – Taxpayer Privacy Notice
PennySmart Group, LLC complies with the Internal Revenue Code §7216 and applicable IRS regulations governing the use and disclosure of taxpayer information.
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We do not disclose any taxpayer return information to third parties without your express written consent, except as authorized by law or required to perform services you have requested (such as electronic filing or bank product processing).
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We may share your information with trusted service providers (such as e-file providers, payment processors, or refund banks) only to the extent necessary to fulfill your tax preparation request. These providers are contractually bound to safeguard your information and may not use it for any other purpose.
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Your tax information is used strictly for:
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Preparing and filing your tax returns
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Providing IRS-related services (e.g., tax debt resolution, refund products)
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Responding to IRS correspondence on your behalf, if authorized
If at any point we need to use or disclose your tax information for a different purpose (such as offering a third-party financial product), we will first provide you with IRS Form 7216 Consent Disclosure for your approval.
8. Your Rights and Choices
You may:​
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Request access to the personal data we hold about you ​
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Request correction or deletion of your personal data
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Opt out of marketing communications
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Request a copy of your data or restrict processing (where applicable by law)
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To make a request, contact us at:
9. Children’s Privacy
Our services are not intended for children under the age of 13. We do not knowingly collect personal data from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. The most current version will always be available on our website, with the effective date listed at the top.
11. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact:
PennySmart Group, LLC
North Port, FL