Effective Date: July 6, 2025
Titan Tax Solutions, LLC (DBA Franskoviak Tax Solutions)
https://titantaxsolutions.com

1. Overview

Titan Tax Solutions (“Company,” “we,” “us,” or “our”) is committed to safeguarding the personal and financial information you provide to us. This Privacy Policy outlines how we collect, use, share, store, and protect your data in accordance with federal and state laws governing accounting and tax professionals, including the GLBA, IRS e-file regulations, and relevant privacy rules.

By using our services or accessing our website, you consent to the terms of this Privacy Policy.

2. Who This Policy Applies To

This policy applies to:

• Individuals who use our website
• Clients who engage our tax, accounting, or advisory services
• Prospective clients who submit information through forms or inquiries
• Visitors interacting with our communication tools (e.g., SMS, email, portals)

3. Information We Collect

We may collect and maintain the following categories of personal and business information:

1. Information You Provide

• Full name, mailing address, email, phone number
• Social Security Number (SSN) or Employer Identification Number (EIN)
• Birthdates, dependent details, and filing status
• Income, deduction, and asset information
• Bank account or payment data (e.g., for refunds, ACH, invoicing)
• Business ownership, structure, or payroll details
• Login credentials (e.g., client portal access)
• Communications, documents, and form submissions

1. Automatically Collected Information

• IP address and device identifiers
• Browser type and OS
• Pages visited on our website
• Referring website
• Cookie and tracking data (see Section 9)

4. How We Use Your Information

We use your information to:

• Provide accounting, tax, tax resolution, and CFO advisory services
• Prepare and e-file tax returns
• Communicate about deadlines, document requests, or services
• Fulfill regulatory and IRS requirements
• Send invoices, contracts, and secure document links
• Improve website functionality and user experience
• Register or manage your access to portals or tools
• Provide support via phone, text, or email

5. Legal Basis for Processing (If Applicable)

We collect and process your information based on:

• Your consent (e.g., form submissions, SMS opt-in)
• Contractual necessity (e.g., tax prep engagement)
• Legal obligations (e.g., IRS recordkeeping, compliance)
• Legitimate interest (e.g., service improvement, fraud prevention)

6. Sharing of Information

We do not sell or rent personal information. We may share data only when necessary to:

• Deliver services via secure providers (e.g., Drake Tax, Gusto, cloud portals)
• Work with professional subcontractors under confidentiality
• Comply with federal, state, or IRS-mandated disclosures
• Process payments (e.g., Stripe, QuickBooks, CPACharge)
• Maintain data in encrypted backup or document platforms

Each third-party vendor is contractually obligated to meet data protection and privacy standards consistent with IRS Publication 4557 and GLBA requirements.

7. Data Retention Policy

We retain personal information only as long as necessary to:

• Deliver services and maintain client records
• Fulfill legal, IRS, and licensing retention requirements
• Address disputes, audits, or inquiries

Typical retention periods:

• Tax return and engagement data: 7 years
• Communication and billing records: 7 years
• Portal activity and access logs: 2–3 years
• Marketing or contact form inquiries: 1–2 years

Once retention periods expire, data is securely deleted or anonymized.

8. Data Security Measures

Titan Tax Solutions implements administrative, technical, and physical safeguards to protect your data, including:

• Encrypted email and document transmission
• Secure client portals with access control
• Two-factor authentication (2FA) on critical systems
• Role-based access to client data
• Cloud backups with bank-level encryption
• Ongoing staff training and phishing prevention

We follow IRS security guidelines and regularly review protocols for potential vulnerabilities.

9. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to:

• Ensure secure website operation
• Track user activity for service improvements
• Analyze visitor behavior (e.g., via Google Analytics)

You can manage cookie preferences in your browser settings. Disabling cookies may impact site functionality.

10. SMS Communication and TCR Compliance

When you opt in to receive SMS messages (e.g., appointment reminders, document requests), we collect your phone number and communication preferences.

• Message frequency varies
• Standard message/data rates may apply
• You can opt out at any time by texting “STOP”

Your phone number will never be sold or used for unrelated marketing. For full details, see our SMS Terms & Conditions.

11. Your Privacy Rights

You have the right to:

• Request access to your personal information
• Request correction or deletion of your data
• Opt out of marketing communications
• Revoke consent for data processing (where applicable)

To exercise your rights, contact us at info@franskoviakcpa.com. We may request identity verification before processing such requests.

12. Children’s Privacy

Our services are not directed to children under 18. We do not knowingly collect information from minors. If such data is discovered, it will be deleted immediately.

13. Third-Party Links

Our site may include links to third-party tools or websites. We are not responsible for the content or privacy practices of those sites. Please review their privacy policies before submitting personal information.

14. Incident Response

In the event of a data breach, we will:

• Notify affected parties as required by law
• Report incidents to appropriate regulators or authorities
• Take corrective actions to prevent recurrence

15. Changes to This Policy

We reserve the right to update this Privacy Policy periodically. Changes will be posted here with a revised “Effective Date.” Continued use of our services constitutes acceptance of the updated policy.

16. Contact Us

If you have questions or requests related to this Privacy Policy, please contact:

Titan Tax Solutions (DBA Franskoviak Tax Solutions)
📧 Email: info@franskoviakcpa.com
📞 Phone: (248) 524-5240 (voice only)
🏢 Address: 3155 W Big Beaver Rd, Suite 218
Troy, Michigan 48084
🌐 Website: https://titantaxsolutions.com