Privacy Policy

Last Updated: May 10, 2026

Serenity Tax Solutions LLC (“Serenity Tax,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the confidentiality and security of your personal and financial information.

This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website at serenity.tax, communicate with us, or use our tax preparation and related services.

By using our website or services, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect personal, financial, and tax-related information necessary to provide services to you, including:

  • Name

  • Mailing address

  • Email address

  • Telephone number

  • Date of birth

  • Social Security Number

  • Tax Identification Number (TIN)

  • Employer Identification Number (EIN)

  • Driver’s license or government-issued identification

  • Banking and payment information

  • Income and tax documents

  • Business financial information

  • Payroll or bookkeeping information

  • Information provided through forms, surveys, emails, phone calls, or consultations

We may also automatically collect limited technical information when you use our website, including:

  • IP address

  • Browser type

  • Device information

  • Website usage data

  • Cookies and analytics information

How We Use Your Information

We use your information to:

  • Prepare and file tax returns

  • Provide tax planning and consulting services

  • Process payments

  • Communicate regarding services or appointments

  • Deliver requested documents or reports

  • Maintain client records

  • Comply with federal and state laws and regulations

  • Detect and prevent fraud or unauthorized activity

  • Improve our website and client experience

  • Send service-related communications

We do not sell your personal information.

Tax Software and Payment Processing

To provide services efficiently and securely, we may use third-party service providers, including the Drake suite of products, such as:

  • Drake Tax

  • Drake Pay

  • Drake Portals

  • Drake E-Sign

  • Related secure tax preparation and payment processing tools

These providers may process or store information necessary to perform services on our behalf. Their handling of data is governed by their own privacy and security policies.

We may also use secure third-party providers for:

  • Payment processing

  • Cloud storage

  • Electronic signatures

  • Appointment scheduling

  • Email communications

  • Website analytics

Confidentiality of Tax Information

We understand that tax and financial information is highly sensitive.

We maintain reasonable administrative, technical, and physical safeguards designed to protect confidential taxpayer information in accordance with applicable federal and state laws and industry standards.

Where applicable, our practices are intended to align with IRS guidance regarding safeguarding taxpayer data, including IRS Publication 4557.

However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Cookies and Analytics

Our website may use cookies and similar technologies to:

  • Improve website functionality

  • Understand visitor behavior

  • Analyze website traffic

  • Enhance user experience

You may disable cookies through your browser settings, though some website features may not function properly.

Sharing of Information

We may share information only when reasonably necessary to:

  • Provide requested services

  • Process payments

  • Comply with legal obligations

  • Respond to lawful government requests

  • Protect against fraud or security threats

  • Work with trusted service providers assisting our operations

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

Mobile information and SMS consent data will not be shared with third parties or affiliates for marketing purposes.

Data Retention

We retain personal information only as long as necessary to:

  • Provide services

  • Comply with legal, tax, accounting, or regulatory obligations

  • Resolve disputes

  • Enforce agreements

Tax records may be retained for periods required by applicable law and professional standards.

Your Rights

Depending on your location and applicable law, you may have the right to:

  • Request access to your personal information

  • Correct inaccurate information

  • Request deletion of certain information

  • Restrict or object to certain processing

  • Withdraw consent where applicable

To make a request, please contact us using the information below.

Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy or security practices of third-party websites.

Children’s Privacy

Our services are intended for adults and are not directed to children under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised “Last Updated” date.

Your continued use of our website or services after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions regarding this Privacy Policy or your personal information, please contact:

Serenity Tax Solutions LLC
Website: serenity.tax
Email: help@serenity.tax
Phone: (360) 241-0741

Contact Us