ROYAL ROOTSTAX SERVICE

Your information

Privacy & Disclosures

Your trust is the root of everything we do.

Privacy Policy

Royal Roots Tax Service respects your privacy. This policy explains what information we collect, how we use it, and the choices you have.

Information we collect

  • Contact details such as your name, email address and phone number.
  • Information needed to prepare your returns or keep your books, such as income documents, dependent information, and financial records.
  • Answers you give on our due diligence questionnaire and engagement letter.
  • Documents you upload through our secure upload page.
  • Messages you send us through this website.

How we use your information

  • To prepare and electronically file your tax returns.
  • To provide bookkeeping, accounting and related services you request.
  • To meet IRS due diligence and recordkeeping requirements for paid preparers.
  • To communicate with you about your account and services.

Tax return information

Federal law restricts how tax preparers may use and disclose tax return information. We will not use or disclose your tax return information for any purpose other than preparing your return without your written consent, except as permitted or required by law.

We do not sell your information

We do not sell, rent or trade your personal information. We share it only with the IRS, state tax agencies, and service providers we use to deliver our services, or when required by law.

How we protect your information

We take reasonable steps to safeguard your information and limit access to those who need it to serve you. Documents uploaded through our secure upload page are stored privately and are never visible on this website. Please do not send Social Security numbers or full account numbers through the website contact form.

Keeping records

We keep copies of returns and related records for the period required by IRS rules, and then dispose of them securely.

Your choices

You may ask to review or correct the information we hold about you, or ask questions about this policy, by contacting us: call Yasmin Curtis at (252) 576-9237 or email getmetogetheryazz@gmail.com.

Changes to this policy

We may update this policy from time to time. The latest version will always be posted on this page.

Disclosures

Preparer credentials

Royal Roots Tax Service is owned by Yasmin Curtis, who holds an active IRS Preparer Tax Identification Number (PTIN). We are an authorized IRS e-file provider with an active Electronic Filing Identification Number (EFIN).

Refund advance loans

  • A refund advance is a loan, not your tax refund. It is offered through Refund Advantage and its lending partner, not by Royal Roots Tax Service.
  • Loan amounts are up to $9,500. Eligibility depends on your tax status, and approval is not guaranteed. The amount offered depends on your expected refund and the lender's review.
  • The loan is repaid from your tax refund when the IRS releases it.
  • Before you apply, you'll receive the lender's full terms. Please read them and ask us any questions.

Bank products

  • We use Refund Advantage for banking products, and all returns we file are processed through Refund Advantage.
  • Any fees for bank products, including tax preparation fees you choose to have taken from your refund, will be explained to you before you file.
  • You do not need a refund advance or any bank product to have your return prepared and filed by us.

Refund amounts and timing

Refund amounts and timing are set by the IRS and state tax agencies. We can't guarantee when you'll receive your refund or how much it will be. Refunds may be reduced or delayed by the IRS for reasons such as reviews, unpaid debts or missing information.

Your responsibility

We prepare your return based on the information and documents you give us. You are responsible for making sure that information is complete and true.

Questions

Call (252) 576-9237 or email getmetogetheryazz@gmail.com.