Effective Date: January 1, 2026
I. Introduction
TaxPrep Service (“we,” “us,” or “our”) is committed to protecting the privacy and security of personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information obtained through our website and related services.
By accessing or using our website, you acknowledge that you have read and understood this Privacy Policy.
II. Information We Collect
A. Information You Provide Voluntarily
We may collect personal information that you provide directly to us, including but not limited to:
• Full name, email address, and phone number
• Business name and related business information
• Information submitted through contact forms, consultation requests, or service inquiries
• Any other information you choose to provide in communications with us
B. Information Collected Automatically
We may collect certain information automatically when you access the website, including:
• IP address
• Browser type and device information
• Pages visited, time spent, and referring URLs
• Cookies and similar tracking technologies
This information may be collected using analytics tools such as Google Analytics or similar services.
III. Use of Information
We may use collected information for the following purposes:
• To provide tax preparation, bookkeeping, and related services
• To communicate with you regarding inquiries, services, or administrative matters
• To send updates, notices, and, where permitted, marketing communications (you may opt out at any time)
• To contact you via phone calls or text messages (SMS) regarding appointments, document requests, service updates, and other service-related matters. By providing your phone number, you consent to such communications. Message and data rates may apply. You may opt out at any time by replying “STOP” or contacting us directly
• To maintain, improve, and analyze website functionality and performance
• To measure advertising effectiveness and support marketing activities through analytics and similar technologies
• To comply with applicable legal, regulatory, and professional obligations
IV. Disclosure of Information
We do not sell personal information to third parties.
We may use third-party analytics and advertising services that collect information through cookies and similar technologies to help us understand website usage, measure advertising effectiveness, and improve our services.
We may disclose information in the following circumstances:
• To third-party service providers (such as CRM platforms, cloud storage providers, and email service providers) that assist in business operations, subject to contractual confidentiality obligations
• To comply with applicable laws, regulations, legal processes, or governmental requests
• To protect the rights, property, or safety of TaxPrep Service, its clients, or others
• In connection with a business transaction such as a merger, sale, or transfer of assets
A. Confidentiality of Taxpayer Information
As a tax preparer, we are subject to confidentiality obligations under applicable federal tax laws and regulations governing the handling of taxpayer information.
We do not disclose your tax return information to third parties without your consent, except as required or permitted by law.
Your information is handled in accordance with professional standards of confidentiality expected of tax return preparers.
V. Data Retention
We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including to satisfy legal, regulatory, tax, and accounting requirements.
VI. Your Rights
Depending on your state of residence, you may have certain rights under applicable privacy laws, including but not limited to California privacy laws:
• The right to request access to personal information
• The right to request correction of inaccurate information
• The right to request deletion of personal information, subject to legal limitations
To exercise these rights, please contact us at: info@taxprepservice.us
We reserve the right to verify your identity before processing such requests.
VII. California Privacy Rights (CCPA/CPRA)
If you are a California resident, this section applies to you and supplements the information contained in this Privacy Policy.
A. Categories of Personal Information Collected
In the preceding 12 months, we may have collected the following categories of personal information:
• Identifiers — such as name, email address, phone number, IP address
• Commercial Information — such as records of services requested or provided
• Professional or Employment Information — such as business name and job title
• Internet or Network Activity — such as browsing behavior, website interactions, and usage data
We do not collect sensitive personal information for the purpose of inferring characteristics about individuals.
B. Sources of Personal Information
We collect personal information from the following sources:
• Directly from you (e.g., forms, inquiries, consultations)
• Automatically through your interaction with our website (e.g., cookies, analytics tools)
• From service providers acting on our behalf
C. Business or Commercial Purpose for Collection
We collect and use personal information for the following purposes:
• Providing tax preparation, bookkeeping, and related services
• Communicating with clients and responding to inquiries
• Managing client relationships and internal operations
• Improving website functionality and user experience
• Complying with legal, regulatory, and professional obligations
D. Disclosure of Personal Information
We may disclose personal information to service providers for business purposes, including:
• CRM platforms
• Cloud storage providers
• Email and communication services
All such disclosures are subject to contractual obligations requiring confidentiality and appropriate data protection.
E. Sale or Sharing of Personal Information
We do not sell personal information.
We may allow certain third-party providers, including analytics and advertising providers, to collect information through cookies and similar technologies for purposes such as website analytics, advertising measurement, and marketing. Under California law, certain activities involving these technologies may be considered “sharing” of personal information.
You may have the right to opt out of such sharing as described below.
F. Your Rights Under California Law
You may have the following rights:
• Right to Know — request disclosure of the personal information we collect, use, and disclose
• Right to Delete — request deletion of personal information, subject to certain exceptions
• Right to Correct — request correction of inaccurate personal information
• Right to Limit Use of Sensitive Personal Information (if applicable)
• Right to Opt-Out of the sale or sharing of personal information
If applicable, users may exercise this right through the “Do Not Sell or Share My Personal Information” mechanism available on our website.
To submit a request to opt out of the sale or sharing of personal information, please contact us at info@taxprepservice.us or use any opt-out mechanism provided on our website.
G. Exercising Your Rights
To exercise your rights, you may submit a request by contacting us at: info@taxprepservice.us
We may request additional information to verify your identity before processing your request.
Authorized agents may submit requests on your behalf, subject to verification requirements.
H. Non-Discrimination
We will not discriminate against you for exercising your rights under applicable privacy laws.
VIII. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure.
However, no system or method of transmission over the internet can be guaranteed to be completely secure. Accordingly, we cannot warrant absolute security.
IX. Third-Party Services and Links
Our website may contain links to third-party websites or services. We may also use third-party services for analytics, advertising, communication, and website functionality. These providers may collect information through cookies or similar technologies according to their own privacy policies. We are not responsible for the privacy practices or content of such third parties. Users are encouraged to review the privacy policies of those websites.
X. Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time. Changes will be effective upon posting the updated version on the website. Continued use of the website constitutes acceptance of such changes.
XI. Contact Information
If you have any questions regarding this Privacy Policy or our data practices, please contact us at:
Email: info@taxprepservice.us