WHAT DOES Safeway Tax Relief Inc. ("SafewayTax") DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

Social Security number and tax debt history

income and tax return information

account balances and bank account numbers / credit/debit card numbers

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons SafewayTax chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does SafewayTax share?

Can you limit this sharing?

For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

No

For our marketing purposes— to offer our products and services to you

Yes

No

For joint marketing with other fi nancial companies

No

We don't share

For our affiliates’ everyday business purposes— information about your transactions and experiences

No

We don't share

For our affiliates’ everyday business purposes— information about your creditworthiness

No

We don't share

For our affiliates to market to you

No

We don't share

For nonaffiliates to market to you

No

We don't share

Questions?

Call (800) 218-2260 or go to https://www.safewaytax.com/contact-us

Who we are

Who is providing this notice?

This notice is provided by Safeway Tax Relief Inc. and is applicable to your client account.

Who we are

How does Safeway Tax Relief Inc. protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Safeway Tax Relief Inc. collect my personal information?

We collect your personal information, for example, when you

  • open an account with us or seek tax advice
  • give us your contact details or give us your income information
  • provide your financial information

(for example, the amount of IRS tax debt or other tax-related information)

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes  information about your credit worthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you
  • State laws and individual companies may give you additional rights to limit sharing.

Defi nitions

Affi liates

Companies related by common ownership or control. They can be financial and nonfi nancial companies.
N/A

Nonaffi liates

Companies not related by common ownership or control. They can be financial and nonfi nancial companies.
N/A

Joint marketing

A formal agreement between nonaffi liated financial companies that together market financial products or services to you
N/A

Other important information

Additional information concerning our privacy policies can be found at: https://www.safewaytax.com/privacy.