Privacy Policy

Last Updated: August 12, 2025

Plan and File owned and operated by TGNA Enterprise LLC is committed to protecting your privacy and safeguarding the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website http://planandfile.com and use our tax preparation or accounting services.

A. Personal & Tax Information (Collected at Time of Service)
We collect personal and tax information only when you engage our services in person, via phone, or through our secure client portal. This information is collected in a secure manner and is not gathered through general website forms. Examples include:

• Full name, mailing address, email, and phone number
• Social Security Number (SSN) or Taxpayer Identification Number (TIN)
• Date of birth
• Tax documents (W-2s, 1099s, K-1s, 1098s, prior-year returns, and supporting schedules)
• Financial details for income, deductions, and credits
• Bank account details for refunds/payments (securely transmitted when required)
• Identity verification documents when needed for compliance

B. Information Collected Through the Website
We may collect limited, non-sensitive data automatically or when you use public website features (e.g., general contact forms). This may include:

• IP address, browser type, device type, and operating system
• Pages visited, time on site, referral source
• Non-sensitive form submissions (name, email, message — never SSNs or sensitive tax data via open forms)

C. Third-Party Sources
With your consent or as legally required, we may obtain information from payroll providers, financial institutions, or government agencies for tax preparation.

• Prepare and file your tax returns
• Communicate about your account, deadlines, and service-related updates
• Comply with tax laws and regulations
• Prevent fraud and unauthorized access
• Improve website functionality and customer experience
• Provide customer support

We do not use your personal tax data for marketing without your explicit consent.

• All sensitive information is encrypted during transmission (SSL/TLS) and at rest
• Secure client portals are used for document uploads and signatures
• Access to your information is limited to authorized personnel
• Regular security audits and employee training are conducted
• Physical records are stored in locked, access-controlled areas

We do not sell or rent your information. We may share data only when:

• Filing with tax authorities
• Using trusted third-party vendors under confidentiality agreements
• Complying with legal obligations
• Preventing fraud or protecting safety
•  Data Sharing
  • Customer data is not shared with 3rd parties for promotional or marketing purposes.
  • Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
  Messaging Terms and Conditions
  • By providing your phone number and agreeing to receive texts, you consent to receive text messages from TGNA ENTERPRISE LLC, from 855.828.8462 regarding account notifications, customer care, delivery notifications. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at +1.855.828.8462 or tgnaoffice@gmail.com. Mobile opt-in information is never shared with third parties. 

We use cookies for essential site operations, analytics, and to enhance user experience. You can disable cookies in your browser settings, but some site features may not work properly.

Depending on your location, you may request:

• Access to your data
• Correction of inaccuracies
• Deletion of certain information
• Restrictions or objections to processing
• A copy of your information in machine-readable format

We keep tax records for at least 3 years or as required by law. Data is securely destroyed after the retention period.

We do not knowingly collect information from children under 13. Any such data will be deleted if discovered.

We may update this policy periodically and post changes on our website with a revised “Last Updated” date.

TGNA ENTERPRISE LLC, Owner and Operator of https://planandfile.com
1262 Merry Street Augusta, GA 30904

Email: admin@tgnaenterprise.com
Phone: 855-828-8462

Cookie Policy

Last Updated: August 12, 2025

This Cookie Policy explains how TGNA Enterprise LLC uses cookies and similar tracking technologies on https://planandfile.com. It should be read together with our Privacy Policy.

Cookies are small text files placed on your device when you visit our website. They help us remember your preferences, understand site usage, and improve your experience.

A. Strictly Necessary Cookies

• Required for the website to function properly
• Enable security features, page navigation, and access to secure areas
• Cannot be disabled through our cookie settings

B. Performance & Analytics Cookies

• Collect anonymous data on site usage and visitor behavior
• Help us understand which pages are most popular
• Examples: Google Analytics cookies

C. Functional Cookies

• Remember your settings and preferences (e.g., language, location)
• Improve website usability

D. Marketing/Advertising Cookies

• Track browsing activity across websites to deliver relevant ads
• We do not use these cookies to store or process sensitive tax or financial data

Some cookies are placed by third-party service providers, such as analytics or payment processors, to help deliver services and improve performance.

• You can set your browser to block or alert you about cookies
• Disabling certain cookies may affect the website’s performance
• You may also clear cookies from your browser at any time

We may update this Cookie Policy from time to time. Changes will be posted on this page with a new “Last Updated” date.

If you have questions about our cookie usage, please contact:
TGNA ENTERPRISE LLC, Owner and Operator of https://planandfile.com
Email: admin@tgnaenterprise.com
Phone: 855-828-8462