Your Privacy Matters to Us

We may collect personal information including, but not limited to:

• Name: To identify and communicate with you
• Phone number: To contact you regarding appointments and services
• Email address: For correspondence and sending important documents
• Mailing address: To send physical documents and official correspondence
• Tax and financial information: Provided voluntarily to prepare your tax returns
• Information submitted through contact forms or consultations: To respond to your inquiries

We use the information we collect to:

• Provide tax preparation, planning, and consulting services
• Communicate with you about your tax matters and appointments
• Process payments and maintain accurate billing records
• Respond to inquiries and provide customer support
• Comply with legal and regulatory obligations
• Improve our services and website functionality
• Send periodic newsletters or tax updates (with your consent)

We implement a variety of security measures to maintain the safety of your personal information:

• Secure storage: All sensitive data is stored on secure servers with restricted access
• Encryption: We use SSL/TLS encryption to protect data transmitted over the internet
• Access controls: Only authorized personnel have access to personal information
• Regular security audits: We conduct periodic reviews of our security practices

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your consent: When you explicitly authorize us to share your information
• Service providers: With trusted third-party vendors who assist in operating our website or conducting our business (e.g., payment processors, cloud storage providers)
• Legal requirements: When required by law, court order, or government regulation
• IRS and tax authorities: As necessary to file your tax returns and comply with tax laws

You have the right to:

• Access: Request a copy of the personal information we hold about you
• Correction: Request corrections to inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal retention requirements)
• Opt-out: Unsubscribe from marketing emails at any time
• Object: Object to certain processing of your data

To exercise any of these rights, please contact us at (214) 813-7671 or email us through our contact page.

Our website may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small files stored on your device that help us:

• Remember your preferences and settings
• Analyze website traffic and usage patterns
• Improve our website's functionality and user experience

You can control cookies through your browser settings. However, disabling cookies may affect your ability to use certain features of our website.

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Tax records are typically retained for a minimum of seven (7) years in accordance with IRS guidelines. After this period, we will securely delete or anonymize your information unless a longer retention period is required by law.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child, we will take steps to delete it promptly.

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. Any changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically. Your continued use of our website and services after any changes constitutes your acceptance of the updated policy.