PRIVACY POLICY

Last Modified: 01/01/2025

SAM Technology, Inc. respects your privacy and is committed to protecting it through this Privacy Policy. This document outlines how we collect, use, and safeguard your personal information when you use our tax software application for services such as Tax Returns, Tax Plans, Estate Plans, and other financial solutions.

1. Information We Collect
   • Account Information: Name, email address, phone number, and password.
   • Financial Information: Tax documents, retirement account details, net worth, and other financial data provided for our services.
   • Device Information: IP address, browser type, and usage patterns.
   • Payment Information: Credit/debit card details, if applicable.
2. How We Use Your Information
   • To provide, improve, and maintain our services.
   • To process and file tax returns or other financial plans.
   • To communicate important updates and offer support.
   • To comply with legal obligations.
3. Data Sharing

   We do not sell or rent your data. However, we may share information:

   • With authorized service providers for processing.
   • With regulatory authorities, if required by law.
   • During business transfers (e.g., mergers).
4. Data Retention

   We retain your data as long as your account is active or as needed to comply with legal obligations.

5. Your Rights
   • Request access to your data.
   • Request correction or deletion of your data. You can request to delete your account and data here.
   • Withdraw consent for data processing.