Privacy Policy

Last updated: January 2025

At Right Business Mentors, privacy is taken seriously. This Privacy Policy explains how personal information is collected, used, stored, and protected when visiting this website or using the services provided.

1. Information We Collect

The following categories of information may be collected:

  • Personal information, such as name, email address, phone number, and other contact details.
  • Tax and financial information voluntarily provided for tax preparation services, including documents such as W-2s, 1099s, and supporting records.
  • Website usage data, including IP address, browser type, and interaction data collected through security and performance tools.

2. How Information Is Used

Information is used solely for legitimate business purposes, including:

  • Preparing and filing tax returns accurately and in compliance with IRS requirements.
  • Communicating regarding inquiries, services, or account-related matters.
  • Maintaining records required for compliance and reference purposes.
  • Protecting, maintaining, and improving the website and services.

3. Data Storage and Protection

Industry-standard safeguards are applied to protect personal information, including secure cloud-based storage, encryption where applicable, and access controls limited to authorized personnel.

Internal procedures are designed to align with IRS data safeguarding guidelines. Information is never stored publicly or shared without proper authorization.

4. Sharing of Information

Personal information is not sold, rented, or traded. Disclosure may occur only under the following circumstances:

  • When required by law or regulatory authorities.
  • With explicit consent from the individual.
  • When necessary to operate services through trusted third-party providers subject to confidentiality and security obligations.

5. Individual Rights

Individuals have the right to:

  • Request access to personal information.
  • Request correction of inaccurate or incomplete information.
  • Request deletion of personal information, subject to applicable legal and retention requirements.

Requests may be submitted by email to: support@rbmentors.com

6. Record Retention

Tax-related records are retained in accordance with IRS requirements. Records are generally maintained for a minimum of three (3) years and, in certain cases, up to seven (7) years depending on applicable legal obligations.

7. Cookies and Website Technologies

This website may use cookies, security tools, and limited analytics to prevent abuse, enhance performance, and understand usage patterns. Cookies may be disabled through browser settings.

8. Changes to This Policy

This Privacy Policy may be updated periodically. The most current version will always be available on the website.

9. Contact Information

For questions regarding this Privacy Policy, please contact:

Right Business Mentors
Email: info@rbmentors.com

Disclaimer: The information provided on this website is for general informational purposes only and does not constitute legal, tax, or financial advice. Use of this website does not create a client-preparer relationship. Tax services are provided only after a formal engagement and acceptance.