Your Privacy Matters to Us

At Preferred Mortgage & Tax Service, we are committed to protecting your personal information and respecting your privacy. This policy explains how we collect, use, and safeguard your information when you use our mortgage, tax preparation, and related financial services or visit our website.

1. Information We Collect

We may collect personal information such as your name, contact details, income information, tax records, credit information, and other details necessary to provide mortgage and tax preparation services. This information is collected directly from you through applications, forms, consultations, secure portals, or website interactions.

2. How We Use Your Information

Your information is used to process mortgage applications, prepare and file tax returns, communicate with you, and deliver accurate and efficient services. We may also use your information to respond to inquiries or provide important service updates. Your information is never sold and is only shared with third parties when necessary to complete services, comply with legal requirements, or with your authorization.

3. Protecting Your Information

We use industry-standard security measures to protect your personal information, including secure systems, restricted access, and confidentiality protocols. Access to your information is limited to authorized personnel who need it to perform their job duties.

4. Your Rights

You have the right to request access to your personal information, request corrections, or ask questions about how your information is used. If you have concerns or wish to update your information, please contact us directly.