Privacy Policy

Last Updated: 05/01/2025

North Shore Tax Consulting & Accounting recognizes the importance of protecting the information provided to us by visitors through our official website: https://northshoretaxservices.com.

This Digital Privacy Notice describes how North Shore Tax Consulting & Accounting uses personal information collected via personal computers or mobile devices, how that information is used, and how it is shared with third parties. It also describes your choices regarding the use, access, and collection of your personal information.
This Privacy Policy may be updated, and any such update will be posted on our website https://northshoretaxservices.com. Therefore we recommend checking this page periodically to ensure that you are aware of any changes.

By using our Website, you acknowledge our Privacy Policy and agree to our Terms of Use and the steps we take to secure your personal data and confirm user identities are commercially reasonable.

Information We Collect

Voluntary Registration to MyTaxPortal

We collect personal information which may include the following: (your name, email address, social security number, date of birth, credit card information, mailing address, and/or telephone number) from you when you voluntarily register on the Website by clicking “Tax Portal Client Login” CTA or when you request information by signing up to receive communications from us, request information or services from us (e.g., tax preparation services, IRS problem resolution assistance or business consulting) on the website. Additional information may be gathered during your subsequent use of the website, or when we communicate with you via telephone, email or other means. This personal information may include, your personal information, employment and income information, your bank account information and tax return information and associated IRS ﬁlings. In order to create an account on our Website and administer that account, we will also collect a username and password which you will then use to access your account and other information.

Cookie Technologies

We collect information automatically and certain third parties through the use of cookies or similar technologies , server logs, pixels etc. when you interact with our websites, online products and services, social networks, advertisements, and emails. We do this to analyze trends, administer the Website, track users’ journey, and to gather demographic information about our user base.

Passive Collection

We and our third-party service providers may use a variety of technologies to gather certain information automatically. We want to be transparent about how we gather information to improve our website. Like many websites, we use technologies to automatically collect details such as your IP address, browser type, operating system, date/time stamp and users browsing activity. We and our service providers use this data to analyze trends, optimize the website, and ensure its security. This information may also be accessed by or shared with other companies for their own use. To the extent this information may be disclosed to or obtained by a third party using a cookie or similar technology and used for such third party’s own purposes which are beyond our control.

How We Use Information

To collect your tax documents and provide you with the services you request and communicate with you regarding your requests.
To identify you when you visit our websites or use our third-party service providers(MyTAXPrepOffice) by Voluntary Registering to “MyTaxPortal” here.
To improve our products and services For internal administrative purposes, marketing or promotional purposes.
To market our website and our services to individuals who are not our clients but may be interested in our services through social media.
To detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity. For other purposes as permitted by law or that you consent to.

We may provide your information to our service providers in order to provide services to you on our behalf. Among other things, service providers may help us to administer our website, conduct surveys, provide technical support, process payments, analyze, and process data, and send marketing materials to you on our behalf. We will share your personal information with third parties only in the ways that are described in this Privacy Policy. These companies are authorized to use your personal information only as necessary to provide these services to us.

Linked Third Party Applications/Websites

For your convenience, we may provide links to websites and other third-party content or services that we do not own or operate. Linked Third Parties may include social networking websites (for eg. Instagram or Linkedin etc.) and Tax Prep SaaS websites (for instance MyTAXPrepOffice/and/or MyTaxPortal). The websites and third-party content to which we link may have separate privacy notices or policies. Please note that we have no direct control over the privacy practices, websites, or services that we do not own. We encourage you to review the privacy policies of any third-party website or application for details about such third party’s privacy practices. Your interactions with these features are governed by the privacy policy of the company providing it.

Data Storage and Protection of Personal Information

The security of all information associated with our Website visitors and collected by us or third parties is important to us. We exercise considerable care in providing secure transmission of your information from your device to our servers or those of our business partners. While we take precautions to protect your information from unauthorized access, use, or disclosure, we cannot guarantee the security of your personal information. It is important to understand that the internet has inherent security risks. Therefore, we cannot fully guarantee the security of information transmitted to or from our website. You also play a vital role in safeguarding your data. This includes maintaining strong passwords, keeping your security software current, and using any additional verification methods you deem necessary. Ultimately, security is a shared responsibility. You are responsible for maintaining the confidentiality of your “MyTaxPortal ” password, and you are responsible for any access to or use of your account by someone else that has obtained your password, whether or not such access or use has been authorized by you or not. You should notify us of any unauthorized use of your password or account. If an unauthorized profile has been created about you, please contact us by clicking or calling to request to have it deleted. In the event that we are required by law to inform you of a breach to your personal information, we may notify you electronically, in writing, or by telephone, if permitted to do so by law.

Suspicious Email

Our policy is to never request your nonpublic personal information or account details (such as your username or password) via email or other electronic communication. If you get an unexpected email or message that appears to be from us, i.e. North Shore Tax Consulting & Accounting but you are unsure and think it might be a scam, please let us know at info@northshoretaxservices.com or call us at 224-294-0714

What rights you have over your data

If you have an account on this site, or have left comments, you can request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes to comply with our legal obligations, resolve disputes, enforce our agreements, or for other business purposes. You may also request that we correct information that is inaccurate or incomplete.

Note that we may keep historical information in our backup files as permitted by law.

Submitting Requests

If you have any questions, comments, complaints or problems to access this Notice concerning our Privacy Practices in an alternative format , please contact us at info@northshoretaxservices.com or 224-294-0714. If you have an unresolved Privacy or data use concern that we have not addressed satisfactorily, please contact us at info@northshoretaxservices.com or call us at 224-294-0714