Privacy Notice

What Personal Information We Collect

To provide tax preparation services, Eugene Solutions LLC may collect the following categories of nonpublic personal information:

• Name, address, date of birth, and Social Security Number (SSN) or ITIN
• Income information (W-2s, 1099s, K-1s, business income)
• Financial account information for refund direct deposit or payment
• Prior year tax return information
• Dependent information (name, SSN, relationship, dates of birth)
• Employment and self-employment information
• Investment and retirement account information

How We Use Your Information

We use your personal financial information solely to:

• Prepare, review, and e-file your federal and state tax returns
• Communicate with you about your tax return and appointment
• Provide year-round tax planning services when requested
• Comply with IRS and legal requirements (3-year document retention)
• Process payments for our services

Information Sharing

We share your information only in these limited circumstances:

• IRS and state tax authorities — for filing your tax returns (with your signed Form 8879 authorization)
• Bank product providers — only if you elect a Refund Anticipation Check (RAC) or similar product
• Legal compliance — when required by law, subpoena, or valid court order
• Service providers — secure cloud infrastructure providers operating under strict data protection agreements

Data Security (FTC Safeguards Rule)

Eugene Solutions LLC maintains a Written Information Security Plan (WISP) as required by the FTC Safeguards Rule (16 C.F.R. Part 314) and IRS Publication 4557. Our security measures include:

• AES-256 encryption for all stored personal and financial data
• TLS 1.3 encryption for all data in transit
• Multi-factor authentication (MFA) required for all staff access
• Role-based access controls — staff access only their assigned clients
• Annual risk assessments per NIST Cybersecurity Framework
• Regular staff security training and WISP compliance reviews
• Incident response plan with FTC notification within 30 days if required

Source: FTC Safeguards Rule Compliance Guide | IRS Publication 4557

Your Rights

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your records (subject to IRS 3-year retention requirement)
• Opt out of marketing communications at any time
• File a complaint with the FTC: reportfraud.ftc.gov

Cookies & Website Analytics

Our website uses essential cookies for functionality and analytics cookies to improve user experience. We use:

• Essential cookies for site navigation and security
• Google Analytics (anonymized IP addresses) for website usage data
• No advertising or third-party tracking cookies

You may disable cookies in your browser settings at any time.